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The Inheritance Trap: Taxes, Trusts & Protecting Your Family Wealth

Inheritances can be life-changing — or a financial disaster without the right planning. Drew Meredith and James O’Reilly unpack how inheritances work in Australia

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About this episode

Inheritances can be life-changing — or a financial disaster without the right planning. Drew Meredith and James O’Reilly unpack how inheritances work in Australia, why the fear of death taxes is rising, and the steps you can take now to protect your legacy.

If you liked this Australian Retirement Podcast episode on estate planning and protecting family wealth, subscribe for weekly episodes on Apple, Spotify, YouTube, or wherever you get your podcasts.

Topics covered today:

  • How inheritances actually work in Australia today
  • Why estate vs non-estate assets matter
  • The hidden taxes on inheritances (including CGT traps)
  • Why record-keeping is crucial to protecting family wealth
  • Using trusts, wills, and structures to streamline inheritances

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