Estate Planning, Property Development and CGT

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth cover a range of topics including Underquoting, Property Development in retirement, CGT on your holiday home and reviewing your Estate Planning.

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Topics covered today:

– Drew’s staircase mishap

– James caught off guard by an underquoting Real Estate agent

– Property Development in Retirement (and should you?)

– Understanding CGT for the sale of a holiday home

– How to finalise and review your Wills and Power of Attorney

Chapters

– Introduction

– Drew's Recent Fall

– James' Underquoting Auction Experience

– A Client's (Almost) Mistake

– Selling a Holiday Home

– Powers of Attorney – Estate Planning

Resources for this episode

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Rask Resources

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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