Minimise tax through a will

Australia does not have an inheritance tax, but you can optimise your situation through your will to minimise overall tax paid. We lean on insights from estate planning expert Abbey John on how to structure efficiently.

You can find the full article here.

Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.

Get 50% off your first two months of PocketSmith’s Foundation or Flourish plans here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is now available! It is also available in Audiobook format from most sellers.

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.