Julia's Blog
By Julia Hartman
Download PDF Technically we do not have a death tax but there are lots of ways that death can be a windfall for the ATO. This blog looks at some of those traps and what you can do to avoid them. These traps can catch average Mum and Dad taxpayers who are not in …
Download DOCX – This comprehensive document is designed to capture all the information your executor/s and attorney/s need. There are lots of prompts, and also free text fields so you can explain whatever you need to. – You do not need to complete every section, only what applies to you, so follow the regular ‘skip …
Download PDF Australia does not have an inheritance tax as such but watch them rip into your inheritance if it comes from overseas. This blog covers most common scenarios but not all possible circumstances. It is certainly not definitive advice. Firstly, what is an overseas estate? One that does not have an …
Download PDF How you hold the title of your home has a major effect on how it is treated when you die. If it is through a company or trust then your death will not affect the ownership of the property. Though if the trust is a fixed trust and you hold the …