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suzalone(Newbie)Newbie
12 July 2025

How do you transfer shares that I inherited from my husband into my name without triggering a cgt event? Do I do an off-market transfer into my name (we have different surnames) or is that considered selling? Or do I need to transfer them into an account called 'Estate of my husband's name'? Thanks

494 views
1 replies
494 views
1 replies

All replies

Taxduck(Taxicorn)Taxicorn
13 July 2025

Transfer of shares to a beneficiary is not a CGT event. There would only be a gain or loss if you disposed of the shares.

"There is a special rule that allows any capital gain or capital loss made on a post-CGT asset to be disregarded. It will be disregarded if, when a person dies, an asset they owned passes:

  • to their legal personal representative or to a beneficiary, or.."

Guidelines

Deceased estates | Australian Taxation Office

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How do I transfer inherited shares from my husband to me without triggering cgt? | ATO Community