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11. Estates and Taxes
Manage episode 445274500 series 3570099
Treść dostarczona przez PlanningSolo and Jordan Vaka. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez PlanningSolo and Jordan Vaka lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Finalising an estate is both emotionally and structurally complex.
And one of the key complexities executors (and beneficiaries) will need to wrestle with is how it's all affected by tax.
This is a tough topic - it can be dry, remote and blindingly difficult for a layperson to come to grips with.
Which is why I've invited Daniel Vicino and Phil Seath - CPAs from SPIRE Business Services in Melbourne - to come on the podcast and take us through some of the (many) considerations executors will need to work with.
We discuss:
- Why it's so important to find the right adviser to help you navigate the process (and help you answer beneficiary questions along the way)
- When an estate is taxed, how it's taxed - and what to do about it.
- How you can resolve the complexities when the person who's passed away wasn't up to date with their returns (or had, perhaps, laid a few dodgy pitfalls along the way...)
I asked Daniel and Phil on because they're great at taking such complex (and, let's face it, dry) material and making it relevant and interesting for the rest of us.
Leaving aside the times when I sound like a knuckle dragging dropkick, I think there's so much information and useful advice in here that anybody confronting the taxation aspect of an estate would definitely benefit.
As always, if you have any questions, just get in touch.
You can reach Daniel (daniel@spire-business.com.au) and Phil (phillip@spire-business.com.au) via email.
And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au.
Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.
Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.
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