Inheritance
Not so happy families: Why WA’s looming intergenerational wealth transfer could be costly
It’s a state that has benefited from its resource riches and skyrocketing house prices, but new data suggests more than half of all West Australians fear the impending intergenerational wealth transfer won’t unfold without a fight.
- by Jesinta Burton
Latest
‘I was in shock for a week after being told I’d inherited an 88-room mansion’
At age 40, Caroline Magnus was bequeathed the country estate where Atonement was filmed.
- by Eleanor Doughty
The $164 trillion windfall splitting America
One of the largest intergenerational transfers of wealth in history is about to take place.
- by Daniel Neligh, Maria Clara Cobo and Andre Tartar
Opinion
Ask an expert
I’m about to receive my inheritance. Will I have to pay tax on it?
Inheritances are given a generous tax treatment in Australia, but if you invest the money, that’s a different story.
- by Paul Benson
Opinion
Ask an expert
How do I give $200,000 to my grandkids while saving tax and keeping my pension?
When it comes to gifting money to your grandkids, you need to think carefully about tax implications – for both you and them.
- by Noel Whittaker
Opinion
Opinion
Fuss over new inheritance fees is much ado about nothing
If Victorians found themselves seriously panicked about the future of their inheritance this week, I’m not surprised.
- by Victoria Devine
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
Opinion
Ask an expert
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
Original URL: https://www.smh.com.au/topic/inheritance-hp7