MasterNuggets with Meng - Dying to Know (About Tax Implications)

Australia doesn’t have inheritance taxes - or do we? Learn about implications after death, such as CGT, income tax, & stamp duty.

In this session, we cover:

• Case Study: Rupert’s Estate

• Tax issues associated with death including:

  • CGT:

    • Main Residence

    • Cost Base

    • 50% CGT discount

    • Life and Remainder Interests

    • Small Business CGT

• Superannuation

• Income Tax consequences

  • Pension receipt from the SMSF

  • Payment of school fees by the testamentary trust

  • Undistributed interest income that is reinvested

• Stamp Duty

Download the resources below.

Date recorded: 28 April 2025