New capital gains tax rules starting 1 July 2027 can trigger a tax bill when shares pass to an estate, with no sale proceeds to pay it. Noel Whittaker explains why your will should say who bears that tax.
Noel Whittaker's September newsletter names a flaw in the new capital gains tax rules: as drafted, death itself can trigger a tax bill on gains nobody has cashed in. Here's what it means for couples with a long-held property or share portfolio.
Noel Whittaker's latest column explains why wills written under the old tax rules — especially those with testamentary trusts — deserve a review before the new CGT regime arrives in July 2027.
In his August newsletter, Noel Whittaker answers reader questions on how the new capital gains tax rules treat inherited shares and property. The timing of a death — and good records — can now change a family's tax bill dramatically.
In his August newsletter, Noel Whittaker warns that Victoria's Windfall Gains Tax — payable on paper gains from rezoning, with no sale required — could set a national precedent for taxing unrealised gains. Here's why property owners aged 40-60 should take note.
