Capital Gains Tax (Death)

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∙ Death does not trigger a capital gains tax (CGT) liability.
∙ CGT event will be triggered on the subsequent sale or transfer of
an asset by the beneficiary.
∙ If your intention is to treat all your beneficiaries fairly and equally,
you will need to consider:
1. What assets you are leaving to each beneficiary.
2. What the CGT status of the asset is.
3. Determine what the real value of the asset will be
after any CGT.


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Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.



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