July
New $3m super tax is ‘stealing my children’s inheritance’
Family enterprises face hard questions about whether to abandon their succession and retirement plans by selling their shops, farms and factories,
- Duncan Hughes
How to beat the ‘death tax’ set to increase cost of dying by 650pc
The cash-strapped Victorian government wants to increase probate fees. Here’s how much you might have to pay – and strategies for avoiding the hit.
- Duncan Hughes
We inherited dad’s house in the UK – where to pay capital gains tax?
Sisters who moved countries find tax and administration penalties could eat into their inheritance.
Court denies deathbed wish to award $1.2m to estranged lover
A bitter family fight over a super inheritance highlights the role of binding death nominations, how they work and why it is necessary to regularly review them.
- Duncan Hughes
June
How to take the tax sting out of inheriting shares
Nearly $5 trillion will be passed on over the next decade. But advisers warn it’s easy to fumble a pricey portfolio if you’re not careful.
- Lucy Dean
What to do with $400,000 inheritance when you have no super
A windfall could give a woman living in her daughter’s granny flat access to three income streams.
- John Wasiliev
Nine tips for creating a successful family dynasty
Most dreams of creating a family dynasty are dashed within decades but a solid succession plan can save money and grief.
- Duncan Hughes
May
Decades after tycoon’s death, his family is suing each other over a mansion
Tech tycoon’s widow says she felt ‘used and abused’ in a dispute that pitted her three children against her – and each other.
- Duncan Hughes
- Exclusive
- Rich List
More than half the 11 new Rich Listers are already billionaires
Two cryptocurrency giants, an under-the-radar mattress mogul, a former mechanic and an ex-NRL player are among 17 new and returning faces on this year’s Rich List.
- Yolanda Redrup and Michael Bailey
Boomers’ property wealth in ‘fire sales’ to pay UK inheritance tax
Inheritance tax can run into hundreds of thousands of pounds. Their cash-poor descendants could be unable to afford their own inheritance.
- Rob White
What happens when Australia’s Boomers hand $5 trillion to their heirs
This week on The Fin podcast, Lucy Dean and Joanna Mather explain what’s happening in the great wealth transfer and how it will shape the economy, politics and intergenerational rivalry.
Why there is no such thing as a simple will
You’ve got to understand what you’re giving up when you sign a simple will – and how there are better ways to protect your loved ones.
- Peter Townsend
April
A child won a share of her dad’s estate – despite planning to kill him
A 75 per cent success rate in contesting wills is encouraging more family members to sue for a bigger share. Here’s how to protect your final wishes.
- Duncan Hughes
House deposit or HECS debt: what’s best for the kids?
Soaring student loan debts can reduce first home buyer lending capacity by up to $140,000, according to analysis by RateCity.
- Duncan Hughes and Lucy Dean
March
The most ‘dangerous’ phrase in inheritance planning
“To be shared equally between my children” sounds simple, yet it’s anything but.
- Penny Pryor
What to do with a big inheritance
Around $10 billion worth of shares, cash and property is bequeathed every month in Australia. Experts weight in on how to manage a windfall.
- Duncan Hughes
It’s divorce season. This is what to do about money
The end of summer holidays and return to work is a peak period for couples to reassess their marriage. Here are 10 financial and tax issues to keep in mind.
- Duncan Hughes
- Analysis
- Cars
The 20-year, multibillion inheritance feud dividing the Fiat dynasty
Gianni Agnelli’s daughter Margherita signed a document in 2004 that has spurred lawsuits and set her against her three eldest children.
- Silvia Sciorilli Borrelli
February
Sisters take on extended family to win $13.5m inheritance dispute
A sharp rise in blended families is creating complex legal issues, particularly for inheritance claims.
- Duncan Hughes
How to pass on a prized collection to your kids
Precious collections of art, furniture, wine and watches are increasingly part of inheritances. What’s the best way to pass on these assets?
- Bianca Hartge-Hazelman
