Episode Details

Inheritances can be life-changing — or a financial disaster without the right planning. Drew Meredith and James O’Reilly unpack how inheritances work in Australia, why the fear of death taxes is rising, and the steps you can take now to protect your legacy.

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Topics covered today:

• How inheritances actually work in Australia today
• Why estate vs non-estate assets matter
• The hidden taxes on inheritances (including CGT traps)
• Why record-keeping is crucial to protecting family wealth
• Using trusts, wills, and structures to streamline inheritances

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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