Another Nail in the Coffin: Unexpected Taxes After Death

Think inheritance tax is gone? Discover the overlooked tax consequences that can still arise after death.

In this session, we cover:

• General taxation of deceased estates

  • Executor’s Responsibilities

  • Present Entitlement to Income

  • Residency of an Estate

• Super death benefits

  • Dependants

  • Tax Consequences – Lump Sum

  • Tax Consequences – Income Stream

• Capital gains tax

  • The Basics

  • Effect on the LPR or Beneficiary

  • When does an Asset “Pass” to a Beneficiary?

  • Main Residence Exemption

  • “Life Events” Test

• Foreign beneficiaries

  • CGT Event K3

  • FIRB Regime

  • Duty & Land Tax Surcharges

• Charitable gifts

  • No Tax Deduction

  • CGT Event K3… Again

Date recorded: 20 October 2025