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Intergenerational wealth transfer paper

Member Price: $57.00
Non Member Price: $75.00

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Published on 26 May 22 by NATIONAL DIVISION, THE TAX INSTITUTE

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 profiles

Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
Click here to expand/collapse more articles by Bernie O'SULLIVAN.
Will Monotti
Will Monotti is a Senior Associate in Sladen Legal’s business law practice group, where he works primarily on administration of estates, personal succession and estate planning. He has experience in assisting clients with complex and technical estate planning, and provides clear, logical advice which is tailored to client needs and easy to understand. Will was admitted to practice in March 2015. He holds both a Bachelor of Arts and Juris Doctor from Melbourne University. - Current at 16 June 2022
Click here to expand/collapse more articles by Will Monotti.

 

This was presented at VIC Tax Forum .

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Individual sessions

ATO – What’s happening in the SME space?

Author(s):  Kelly Canavan,  Moira MERRICK

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Tax and trusts – the topic that keeps on giving

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Tax issues for small scale property developments

Author(s):  Rajan Verma

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Build to Rent

Author(s):  Matt Ervin,  Rebecca Lawrence

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Intergenerational wealth transfer

Author(s):  Bernie O'SULLIVAN,  Will Monotti

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International tax and Intellectual Property

Author(s):  Chris Ferguson,  Rachel Sciascia

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Back to basics – Blockchain, Cryptocurrency, and Non Fungible Tokens (NFTs)

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Corporate cases update

Author(s):  Anna WILSON,  Anthony BRADICA

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NALE/NALI

Author(s):  Shaun Backhaus,  Daniel BUTLER

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Employee contract distinction – employment tax case, payroll tax, superannuation

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Author(s):  Megan Bishop,  Sue WILLIAMSON

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High wealth private group ATO reviews: Top 500, Next 5,000 and the next 180,000

Author(s):  Paul HOCKRIDGE

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Division 7A – the landscape shifts again

Author(s):  Arthur ATHANASIOU

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Outcomes from the Federal Election

Author(s):  Julie Abdalla,  Robyn Jacobson,  Andrew MILLS,  Scott TREATT

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Tax Policy and Advocacy Update

Author(s):  Julie Abdalla,  Robyn Jacobson,  Scott TREATT

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