My mother, who is pensioner, wants to transfer some shares over to me. What are the tax implications for her and me?
If she is transferring the shares over to me and receives no monitory benefit, will it affect her pension?
Hello @Bert123,
There won't be any tax implications for you unless you dispose of them yourself.
As for your mother, a transfer is viewed as a disposal and will trigger a capital gain event.
As for the pension part of things, that's a question for Services Australia, however, if they're not getting any monetary benefit, you wouldn't think so.
They would definitely have to declare to them their decrease in assets value, from the gifting. 😎
Hello @Bert123,
There won't be any tax implications for you unless you dispose of them yourself.
As for your mother, a transfer is viewed as a disposal and will trigger a capital gain event.
As for the pension part of things, that's a question for Services Australia, however, if they're not getting any monetary benefit, you wouldn't think so.
They would definitely have to declare to them their decrease in assets value, from the gifting. 😎
15 Apr 2026 · 8 min read time
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