The Property Couch

502 | “It’s Putting the Mouse in Charge of the Cheese!”: Death, Taxes & Inheritance - Chat with Julia Hartman


Listen Later

After last week’s insightful episode with Noel Whittaker, we’re thrilled to continue with another stellar guest who helped to co-write the tax chapters of Noel’s latest book, “Wills, Death & Taxes Made Simple.” 💰📝 

Please welcome back, Julia Hartman, THE #1 Property Tax Expert in Australia!!  

Julia is the Founder of BAN TACS, a cooperative of Accountants that has been helping thousands of Australians navigate the world of tax since 1992. Basically, she’s your ultimate tax guru!   

In this week’s episode we’re uncovering the minefield that is death, inheritance and taxes.  

 Like...how much are you taxed when you receive an international inheritance?  

 Or how can you minimise the tax on your family home that’s been passed down?  

And what are the #2 biggest challenges with inheritance if you don’t keep your records? 

It’s an information-packed episode that could save you hundreds and thousands of dollars down the track. Listen in now! 

FREE STUFF MENTIONED: 

  • Free Factsheet: Death in your home >> 
  • Listen to Julia’s other episodes here >> 
  • It’s nearly tax season! If you need a tax agent, we offer award-winning tax services (or get a free report through the link). Check it out now >>  
  • See Bryce’s lifehack here >>  


LISTEN TO THE FIRST 20 EPISODES HERE >>

MOORR MONEY MANAGEMENT APP:
👉 Apple: https://apple.co/3ioICGW
👉 Google Play: https://bit.ly/3OT86bW
👉 Web platform: https://www.moorr.com.au/

FREE MASTERCLASS:
- How to Build a Property Portfolio and Retire on $2,000 a week >>

FREE BEST-SELLING BOOKS:
- The Armchair Guide to Property Investing
- Make Money Simple Again

FIND US HERE:
- Website
- Instagram
- Facebook
- Youtube

...more
View all episodesView all episodes
Download on the App Store

The Property CouchBy Bryce Holdaway & Ben Kingsley

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

18 ratings


More shows like The Property Couch

View all
Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

25 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

45 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

58 Listeners

Property Investment, Success & Money | The Michael Yardney Podcast by Michael Yardney; Australia's authority in wealth creation through property

Property Investment, Success & Money | The Michael Yardney Podcast

30 Listeners

Investopoly by Stuart Wemyss

Investopoly

14 Listeners

money money money by Glen James

money money money

52 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Veronica Morgan & Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

14 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

21 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

28 Listeners

Pizza and Property by P&P Media

Pizza and Property

17 Listeners

this is property by John Pidgeon & Rachelle Kroon

this is property

8 Listeners

Inside Commercial Property by Rethink Investing

Inside Commercial Property

9 Listeners

Scouting Australia Podcast by Australian Property Scout

Scouting Australia Podcast

6 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

9 Listeners

Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

Aussie FIRE | Financial Independence Retire Early

2 Listeners