“The primary residence is capital gains tax free and the downsizer provisions are an excellent way to boost your super.”
PB
Paul Benson
Financial Autonomy ·
“On December 23rd, 1971, Casey and Harriet flew to Bermuda.”
Casey Irving · The Knowledge Project · K.C. Irving: Competing with Giants
Play from 1:49:31
1:49:31
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What was described
changed legal residence to Bermuda to avoid new succession and capital gains taxes
Said nearby on the same subject
“When it comes to things like… tracking capital gains tax and tax liabilities, you have ShareSite, you have Novexa… can be really helpful”
MI
Matt Ingram
Equity Mates Investing Podcast ·
“Donating long-term appreciated investments… avoid paying taxes on those long-term capital gains… you can also deduct the contribution up to a limit of 30 % of your AGI”
♫
Said on Motley Fool Hidden Gems Investing
“The benefit of that is the child is always the beneficial owner of the shares… you should get away with no capital gains tax on that transfer”
MI
Matt Ingram
Equity Mates Investing Podcast ·
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