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  Miscellaneous 2022

Intergenerational wealth transfer

Source: National

Published Date: 26 May 2022

 

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This paper covers:

  • Key changes in the landscape of intergenerational wealth transfer in recent years
  • Understanding your client's structure, where control lies and what assets are actually owned
  • Protecting wealth from relationship breakdowns down the lineal line
  • Transitioning control of the family business - particularly when it operates via trusts and
  • Gift and loan back - a viable strategy?
Author(s)

Individual Session

Intergenerational wealth transfer

Author(s): Will Monotti , Bernie O'Sullivan
Materials from this session:

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The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2022

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