Research, commentary, and The Digital Inheritance Newsletter.
Our team's view on Bitcoin estate planning, self-custody, and the markets that shape them.
Bitcoin Inheritance in Australia: Navigating Digital Assets for Heirs
Ensuring the secure and lawful transfer of Bitcoin and other digital assets upon death requires specific planning beyond a standard will, addressing unique challenges for executors and beneficiaries.
Proposed CGT Changes and Bitcoin: Implications for Australian High-Net-Worth Individuals
Potential alterations to Australia's Capital Gains Tax (CGT) regime could significantly impact high-net-worth individuals holding Bitcoin, prompting considerations of cross-jurisdictional estate planning and capital mobility.
Bitcoin in SMSFs: The Definitive Australian Guide for Trustees and Auditors
Holding Bitcoin within a Self-Managed Superannuation Fund (SMSF) requires strict adherence to Australian Taxation Office (ATO) regulations, demanding careful consideration of trustee obligations, the sole purpose test, and asset separation.
Optimising Bitcoin Estate Planning: A Framework for Legal Professionals
This article outlines a structured approach for legal professionals to navigate the complexities of Bitcoin estate planning, ensuring secure and legally sound transfer of digital assets for high-net-worth clients.
Australia's Travel Rule: Implications for Bitcoin Estate Planning
New Australian regulations implementing the 'Travel Rule' for digital asset transfers have significant implications for high-net-worth Bitcoin holders, their estate plans, and the legal professionals advising them.
Why Self-Custody Belongs in Every Estate Plan
Billions in Bitcoin are permanently lost each year. The fix isn't a will - it's architecture.
Drafting the Digital Asset Codicil: A Practitioner's Primer
What succession lawyers need to know before adding crypto clauses to a will.
Multisig 101: From Single-Sig Risk to Distributed Keys
How a 2-of-3 wallet structure removes the single point of failure that ruins estates.
The Executor's Playbook: Recovering Bitcoin After Death
A step-by-step process for executors handling a digital asset estate for the first time.
What to Tell Your Family About Your Bitcoin (and What Not To)
Disclosure done badly creates more risk than no disclosure at all. Here's the line.
Tax Considerations for Bitcoin Estates in Australia
CGT, in-specie transfers, and the date-of-death cost base - what executors need to know.
Can an SMSF Invest in Bitcoin? A Trustee's Guide
What the ATO rules actually allow, what your trust deed needs to say, and why most SMSF crypto setups get the custody part wrong.
How to Hold Crypto in an SMSF: Exchange vs Self-Custody
The four ways Australian SMSFs hold digital assets, ranked by convenience, control, and estate-planning suitability.
SMSF Crypto Tax and Estate Planning: What Trustees Leave Behind
CGT, pension-phase rules, and what happens to SMSF crypto when a member dies or loses capacity.
Bitcoin SMSF Checklist: Setup, Compliance and Succession
A practical checklist for Australian trustees before buying Bitcoin through an SMSF.
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