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Coming into an inheritance: key considerations


For Australians in their 50s and 60s, the death of an elderly parent can be a hugely distressing time. It may also mean coming into an inheritance, and working out how to deal with what can be a substantial sum of money isn’t always straightforward.

General advice and information only

Any advice and information on this website is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.

Tax disclaimer

Any general tax information on this website is intended as a guide only and is based on our general understanding of taxation laws. It is not intended to be a substitute for specialised taxation advice or an assessment of your liabilities, obligations or claim entitlements that arise, or could arise, under taxation law, and we recommend you consult with a registered tax agent.