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Inherited Property and CGT

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How to minimise tax liabilities and maximise the concessions

Step-by-step guide to calculating capital gains and losses
Understand the concessions that can apply to minimise tax liabilities

A Live Instructor Led Webinar

While many practitioners and clients are familiar with the key concepts that apply when calculating capital gains, applying the CGT discount and main residence exemption rules, a different process needs to be followed when dealing with property that has been inherited through a deceased estate.

Unfortunately, some clients end up paying more tax than they really need to because no one realised how generous the concessions could actually be.

The Dealing with Inherited Property webinar shows you how to minimise tax liabilities and maximise the concessions for clients who inherit property through a deceased estate.

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AU $195 members
AU $235 non-members

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Register Team*

AU $520 members
AU $595 non-members

Register Team*
Total 1.25 CPD Hours (est.)

Date & Details

Thursday, 18 September 2025

Time
12:00pm - 1:15pm AEST (NSW, VIC, QLD, ACT, TAS)
11:30am SA & NT
10:00am WA

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

This practical session covers:

What's included?

  • 1 x 1.25 hour webinar
  • 3 month access to webinar recording
  • Reference notes
  • The differences when dealing with pre-CGT vs post-CGT properties that pass to beneficiaries of a deceased estate 
  • How to determine whether a full exemption is available on sale 
  • Understanding the complex cost base rules
  • Using the 6-year absence rule for inherited property 
  • Calculating gains and losses under the partial exemption rules 
  • Applying the ATO’s safe harbour concession for inherited property 
  • How the result can be different depending on whether the property is sold by the executor or a beneficiary of the estate, and 
  • Special small business CGT concession rules that can apply to inherited property

Our presenter

Tax Director, Knowledge Shop

Michael Carruthers

Michael CarruthersMichael is an adviser, author, in demand presenter, mentor to Knowledge Shop’s technical team, and is well known for his capacity to translate highly technical information into tangible and useable advice for the profession. He has a knack for seeing through the complexity and helping advisers work through highly technical issues with certainty and accuracy.

Michael works with advisers every day to help them negotiate and implement the constant tide of change impacting the industry.

He was a member of the advisory panel for the Board of Taxation, a member of the reference group for the Board’s review of small business concessions, and an expert panel member for the Board’s review of tax impediments facing small business.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.