Worked Examples and Checklists

Step-by-step calculations and checklists: super death benefit tax, CGT on an inherited home, a property settlement, super splitting, child support and divorce paperwork.

Most expensive surprises in estates and separations come from arithmetic nobody did in advance: tax on a super death benefit paid to an adult child, capital gains tax on a house kept too long after the funeral, or a property settlement that looked like a 50/50 split but was not once super and debts were counted. These guides walk through those numbers with illustrative families so you can see how each rule works before you rely on it.

The estate planning and separation document checklist is the starting point. Then work through tax on a super death benefit, CGT and the 2-year rule for an inherited home, a property settlement under the new section 79 steps, how superannuation splitting works, how the child support formula works and the steps, forms and fees for divorce and consent orders.

The calculators on this site use the same formulas. Replace every example figure with your own, and confirm anything you will act on with the ATO, Services Australia, your fund or a lawyer.

Worked Examples and Checklists

Guides in this topic