Inheriting a property can provide valuable financial security, but it can also raise important tax and financial decisions. Whether you sell the property, keep it as an investment, move into it or hold onto it for several years, your choices may affect the amount of capital gains tax (CGT) you eventually pay. The CGT treatment…
Receiving an inheritance can bring a welcome financial boost, but it can also come with plenty of questions. One of the biggest is: will I have to pay tax on it? The good news is that Australia doesn’t have an inheritance tax. In most cases, you won’t receive a tax bill simply because you’ve inherited…
If you invest outside super, through shares, ETFs, managed funds or property, the way capital gains are taxed can make a meaningful difference to your after-tax return. That doesn’t mean tax should drive every investment decision. But when the rules change, it’s worth pausing and asking a simple question. Does this change the best structure,…
Australia is moving through one of the largest wealth transfers in its history, and the May 2026 Federal Budget has changed several of the rules families need to plan around. The Productivity Commission found around $1.5 trillion moved between generations from 2002 to 2018, with about 90% of that in inheritances. RSM Australia estimates $3.5…