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Inheritance and “Death Tax by Stealth” Claims: What Can Actually Be Taxed When Someone Dies

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Inheritance and “Death Tax by Stealth” Claims: What Can Actually Be Taxed When Someone Dies

As part of the CGT tax reform, recent commentary has reignited debate about inheritance and so-called “death taxes”. Political messaging has added further attention.

Australia does not currently have a general inheritance tax. However, tax can arise in specific circumstances.

For families seeking clarity from an experienced accountant Box Hill, understanding the distinction is critical.

What Can Be Taxed?

ATO guidance explains:

  • Capital gains may arise when estate assets are sold.
  • Super death benefits may be taxed if paid to non-dependents.

Administrative steps are outlined by Services Australia.

Thoughs

Clear estate planning reduces uncertainty. A trusted accountant in Box Hill can assist with structured estate tax planning.

Disclaimer: This article contains general information only and does not constitute financial or taxation advice. You should seek personalised advice from a registered tax or financial professional.

Sienna Jiang is the Founder and Managing Director of Infinity Solution Tax Plus, a Chartered Accounting firm dedicated to helping clients stay financially organised while achieving their business, financial, and personal goals.

A Certified Public Accountant (CPA) with over 10 years of experience in accounting and taxation, Sienna brings broad and in-depth expertise in tax compliance, business advisory, financial reporting, and strategic tax planning for individuals and small businesses — including significant experience working with professionals in the medical field.

She works closely with clients to deliver tailored solutions in tax structuring, business strategy, and long-term planning. Her holistic approach combines practical guidance with personalised support, helping clients simplify compliance, drive growth, and reach their goals with confidence.

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