Inheritance
Analysis
Pension
Thinking of gifting the grandkids some money? Check this first
While the intention of gifting is often to help family members, you need to make sure that you don’t rob Peter to pay Paul.
- by Rachel Lane
Latest
Opinion
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How do I plan for retirement when I don’t know what I’ll inherit?
It can be helpful to have a conversation with your parents about their intentions for their estate, which can make planning easier.
- by Paul Benson
The heir ‘detectives’ who hand out more than $100 million every year
They’re looking for you: these State Trustees researchers sometimes give out millions to heirs of people who died without a will.
- by Carolyn Webb
Exclusive
Courts
Multimillion-dollar Balmain properties at centre of inheritance lawsuit
The family patriarch wanted to leave properties to three of his children. A judge found his widow deserved more.
- by Michaela Whitbourn
Will a share transfer after death trigger a tax trap?
Generally, when an asset changes ownership, a capital gains tax assessment is triggered. But there are exceptions.
- by Paul Benson
Opinion
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Should we sell or rent our elderly mother’s house?
Doing the calculations on the cost of renting versus selling a property can be necessary so you don’t get slugged with surprise taxes.
- by Paul Benson
Tony Wright’s Column
Perspective
The blessed gift of good-hearted neighbours
Good neighbours are a treasure, as a group of countrymen proved to my grandfather in his time of need after World War I.
- by Tony Wright
Opinion
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I gave one of my children $100,000 to help buy a property. The other child said no, thank you
I wish to be equal in what I give my children – what do I do now?
- by Noel Whittaker
Opinion
Sharemarket
The most basic tax trap when you have more than one heir
Leaving a parcel of shares to your children can have unintended consequences.
- by Julia Hartman
Opinion
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How do I ensure my partner gets my super when I die?
There are extensive rules around nominating who will receive your super and/or pension payments upon death.
- by Noel Whittaker
Opinion
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Can I use this government scheme to help my kids buy a house?
Your children will receive an inheritance one day – it will be much more useful and impactful now than in 20-odd years.
- by Paul Benson
Original URL: https://www.smh.com.au/topic/inheritance-hp7