Below is a register of some articles from our newsletters for your ease of reference.
These articles are not intended to be and should not be used as a substitute for taking taxation advice in any specific situation. The information in these articles may be subject to change as taxation, superannuation and related laws and practices alter frequently and without warning.
You can also view the articles as an indexed list HERE.
Another topic that whilst doesn’t relate to tax specifically, but we have observed some horror stories where beneficiaries have historically failed to notify Centrelink they are potential beneficiaries of testamentary trusts and were later subject to audit by DSS
The balance of a student loan of an individual (like HECS, now HELP) is not an amount which is required to be paid by the estate of that person.
Enquiries made of us suggest that there may be some confusion about the use of losses in the context of a deceased estate. You should bear the following points in mind.
We have been asked many times about the tax consequences of the payment of interest on estate gifts.
Many people fail to recognise that they may have a CGT liability in respect of a deceased individual’s main residence if the property exceeds 2 hectares.
A LinkedIn post that has been widely viewed by our audience was in regards to the Medicare levy.