Estate Planning 3/4

TAX TIPS

When a client is considering selling their shares in a Company we, as their legal and financial advisors, need to consider whether they...

Playna Ho

Playna Ho

2 min read

Facts Mum has passed away leaving: 1. Dad with the main residence; 2. Daughter with the pre-CGT investment property; and 3. Son with a...

Trung Vu

2 min read

Facts A company sold a pre-CGT asset for $100,000. The shareholder wishes to access the sale proceeds from the sale of that pre-CGT...

Trung Vu

2 min read

Facts Mum and Dad have a combined estate including their home, investment property and shares. They have a daughter who is married with...