#110 – Tax on death: The Key CGT Rules Explained

The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not ongoing changes … unlike the tax regime; the 2026 Budget the latest piece of supporting evidence.

The capital gains tax (CGT) rules for deceased estates are a foundational area for all advisers in the holistic estate planning space.

This webinar will explore the key rules advisers must consider with deceased estates including: 

1. How the CGT cost base rules work
2. What occurs in relation to losses
3. The impact of various forms of testamentary trusts
4. Key issues to be aware of with non-resident assets or non-resident beneficiaries
5. Leading Tax Office statements and cases

And while we planned the content for this event well before the 2026 Budget, we will ensure there is a full unpacking of the key principles advisers may now need to also consider in this area.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #97 – Asset protection planning; without paying tax and duty – what’s the latest
• PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning

Listen to View’s previous episodes here.