Estate planning Succession 2018

2018: The biggest year in estate planning in a generation

Source: Taxation In Australia Journal Article

Published Date: 1 Dec 2018


In light of ongoing changes to the taxation regime and the expanding wealth of Australia's ageing population, there has for many years been a growing need for estate planning to utilise appropriate structuring. Estate planning related areas have largely been outliers from radical simultaneous rule overhauls " indeed, the framework of the specifi c relevant laws have stayed largely unchanged for over 30 years. However, 2018 will likely be seen as an exception to this position, at least in recent years. Indeed, arguably, 2018 has seen more changes in key estate planning areas in a single year than each of the previous 30 years combined. With the post-baby boomer intergenerational wealth transfer wave gathering pace, it is argued that the 2018 changes mean that it is critical for tax and estate planning advisers to fully understand the impact of the changes and invest to monitor their ongoing impact.

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Estate planning Succession 2018

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