2026 Budget
Are Trusts Still Tax Effective After the 2026 Budget?
Are trusts still tax effective after the 2026 Budget? Learn how the new 30% trust tax affects investors, families, and wealth structures.
Insights
Notes on Planning Decisions
Straightforward explanations of the rules, fees, and trade-offs that come up most often — written for people making the decision, not for other advisers.
James’s Notes
Occasional, practical notes on superannuation, retirement and planning decisions. General information only, no product pitches, and you can unsubscribe at any time.
Inheritance Articles
- Inheritance
Overview of Inheritance and Estate Planning in Australia
Learn how Australian inheritance works, what lies in an estate, super death benefits, probate, key tax rules, and dispute risks for NSW families.
- Inheritance
Tax Considerations for Beneficiaries in Australia
Understand tax considerations for beneficiaries in Australia. Learn how income tax, capital gains tax, and superannuation rules can apply to inherited…
- Inheritance
Understanding Inheritance Tax in Australia
An explanation of inheritance tax in Australia, covering current law, related taxes, estate administration, superannuation, capital gains tax, and…
- Inheritance
Wills, Executors & Probate
Understand the definition of wills, executors, and probate in NSW. Learn about signing & witness rules, revocation, court rectification, storage & access…
- Inheritance
Gifting vs Inheriting in Australia
Understand the differences between gifting and inheriting. Learn when each option makes sense and how to avoid common mistakes when passing on assets.
- Inheritance
Why You Need Financial Advice After Receiving an Inheritance
Inheritance can trigger CGT, super death benefit tax, Centrelink changes, and family issues. Learn how advice helps you protect and invest your windfall.
- Inheritance
Ethical Will and Legacy Planning
Ethical wills help you pass on values, intentions, and perspectives. Learn how they fit into legacy planning and when professional guidance can help.
- Inheritance
Deceased Estates & Capital Gains Tax in Australia: Key Rules
Understand how capital gains tax applies to deceased estates, including inherited property and exemptions, and common mistakes.
- Inheritance
Blended Families & Estate Disputes
Understand blended family estate disputes in NSW, including who can claim, notional estate, super death benefits, nominations, and time limits for…
