Estate Planning, Property Development and CGT

In this Australian Retirement Podcast episode, get Underquoting, CGT on holiday homes, Estate Planning and Drew falling down the stairs.

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About this episode

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.

If you like this Australian Retirement Podcast episode, you’ll love the series. Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered

  • 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

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