Julia's Blog
By Julia Hartman
Download PDF A Death, Divorce and Natural Disasters Tax has been hidden in the budget and it is far further reaching than the widow’s tax on negative gearing that has been getting all the attention. In fact that issue is a non event because the rental property will have to be sold to pay …
Download PDF Delays in administrating an estate can now have huge tax consequences according to the ATO’s latest draft, draft ruling. This draft, draft isn’t even available to the public or most Accountants yet, but its likely retrospective application means we need to be prepared. This could tax everything from the family home to …
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 …