Deceased Estate Archives - Julia's Blog

Death Tax may see Jodi Homeless!

Ellen — Tue, 18 Aug 2026 23:07:49 +0000

Download PDF I wonder if Anthony Albanese has considered how his attack on our CGT legislation is going to affect him? Maybe he will pay more attention to the detail instead of pushing legislation through parliament without professional consultation. If he considers his circumstances, which are not that unique and could in one way ...

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Death Tax will make Widow Homeless unless Husband Dies before 1st July, 2027

Ellen — Tue, 18 Aug 2026 23:05:35 +0000

Download PDF A lovely couple, I hadn’t seen them in a few years, since they retired. Very sad news he has been diagnosed with pancreatic cancer but that wasn’t his major worry. He always felt that his wife would be fine, they own their house so she should be able to get by on ...

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The Death, Divorce and Disaster Tax

Julia Hartman — Fri, 24 Jul 2026 04:03:45 +0000

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 ...

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Double Death Tax

Julia Hartman — Wed, 25 Feb 2026 06:41:54 +0000

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!

Julia Hartman — Mon, 21 Apr 2025 09:23:31 +0000

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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