Deceased Estate Archives - Julia's Blog https://www.bantacs.com.au/Jblog/category/deceased-estate/ By Julia Hartman Wed, 18 Mar 2026 00:01:01 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.bantacs.com.au/Jblog/wp-content/uploads/2018/01/cropped-bantacs2logo-1-1-32x32.jpg Deceased Estate Archives - Julia's Blog https://www.bantacs.com.au/Jblog/category/deceased-estate/ 32 32 Double Death Tax https://www.bantacs.com.au/Jblog/double-death-tax/ Wed, 25 Feb 2026 06:41:54 +0000 https://www.bantacs.com.au/Jblog/?p=1999 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 ...

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]]> Death Tax! https://www.bantacs.com.au/Jblog/death-tax/ Mon, 21 Apr 2025 09:23:31 +0000 https://www.bantacs.com.au/Jblog/?p=1785 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 ...

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]]> Noel Whittaker’s Executor’s and Attorney’s Cheat Sheet https://www.bantacs.com.au/Jblog/noel-whittakers-executors-and-attorneys-cheat-sheet/ Tue, 30 Apr 2024 05:20:07 +0000 https://www.bantacs.com.au/Jblog/?p=1478 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 ...

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]]> When You Receive an Inheritance from Overseas – Updated 30 01 2024 https://www.bantacs.com.au/Jblog/when-you-receive-an-inheritance-from-overseas/ Mon, 29 Jan 2024 17:40:00 +0000 https://www.bantacs.com.au/Jblog/?p=1323 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 ...

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]]> Death, CGT and Your Home https://www.bantacs.com.au/Jblog/death-cgt-and-your-home/ Sun, 13 Aug 2023 03:10:56 +0000 https://www.bantacs.com.au/Jblog/?p=1375 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 ...

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