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Tax Considerations

There are a variety of taxes impacting on estate planning in Australia. Among those that impact on the formulating of an estate plan are:

  • Capital gains tax, with 3 key concessions that are often important from an estate planning perspective, ie the main residence exemption, the small business CGT concessions and the rollover concessions for deceased estates;
  • Land transfer duty, so often an issue if real estate needs to be sold to fund bequests;
  • GST, with separate rules relating to different types of assets;
  • Land tax on non-primary production land;
  • Federal and state taxes on vacant residential land; and
  • Income tax on income retained in a deceased estate.
Committed to providing an effective and tailored strategy for the individual.

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Level 13, 200 Queen St
Melbourne 3000 AU

+613 8600 6906


Estate Planning Equation - Preventative Law

Our team

Allan Swan

Karen Ho

Naomi Swan
Law Clerk

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