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Tax and estate planning in 2022: the year ahead

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Published on 01 Feb 22 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

Appropriate tax and estate planning strategies will remain critical in 2022 in light of ongoing changes to the taxation regime, expected further amendments to fund COVID-19 government spending, and the massive intergenerational wealth transfer of Australia’s “baby boomer” population. Historically, tax and estate planning related areas have largely been outliers from radical rule overhauls.

Author profile

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew Burgess, CTA co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 24 February 2025
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