SMSF and stamp duty

SMSF and Stamp Duty

SMSF and Stamp Duty by Elizabeth Romeril Purchasing property in the name of a self-managed superannuation fund (‘SMSF’) can be advantageous, depending on your financial circumstances. You should always get advice from a financial planner before commencing an SMSF and advice from your accountant before purchasing assets on behalf of your SMSF to ensure your […]


What a Relief – CGT Help

What a Relief – CGT Help Wilsons can help you negotiate the complexities of the government’s capital gains tax relief which you may be eligible for if have superannuation interests in the retirement phase greater than $1.6m or are receiving a transition-to-retirement income stream. The new superannuation measures required several changes to clients’ arrangements in […]

Death Taxes?

Death Taxes? We have been lucky in Australia that there has not been any probate duty for decades, and that inheritance from a deceased estate is not taxed as income. Luckier still, in Victoria, we have had one of the lowest costs on probate in Australia – in other States, probate fees are based on […]

Death and Taxes: the Basics

Death and Taxes: the Basics by Jacqui Brauman I often get asked if “probate still exists”. Yes, probate still exists, but probate is not a tax. Essentially, a grant of probate is the authorisation an executor gets from the Supreme Court once a Will has been proved and allows an executor to deal with estate […]