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I see many older clients with portfolio's or either property or shares or even both. They arent interested in selling. It triggers CGT. And if they had to reinvest their yield would become appalling after losing a heap in tax. Their shares pay a yield of 100% or more. CBA shares that cost...

Same issues can also apply to personal donations. Before you gift, check with the charity who should guide you. They want to use the relevant stamp duty concessions too. (Your transfer to them should be exempt if all rules are followed). You will need valuations - They should assist. Hang...

Good question. Our firm has aged care services as a part of its client services and these issues arent isolated. Unfortunately as we live longer (not unforunate as such) the issues of estate management become a real worry for some. Not all older retirees have family and not all can trst them...