Inheritance tax: Has something changed?

February 19
29 mins

Episode Description

More investors are coming to realise that inherited super is taxed at 17 per cent, but the government has stirred a hornet's nest in adding a de facto death tax into the new super tax legislation. What to do?

Hugh Robertson of Centaur Financial joins Associate Editor James Kirby in this episode.

In today's show, we cover:

  • Inheritance tax changes : What you need to know
  • Understanding your super caps for the year ahead
  • How the kids raise your Medicare Levy Surcharge  
  • Dealing with overseas shares and ETFs

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