2023 Estate planning

Tax and estate planning in 2024: what’s “hot” right now?

Published Date: 7 Dec 2023


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 tax structuring. Holistic estate planning related areas have largely been outliers from radical simultaneous rule overhauls. Since 2018, this historical position appears to have changed with a range of announcements, possibly permanently. Subsequent years have seen evolution in a number of areas, including trust vesting, trust splitting, testamentary trusts, excepted trust income and family trusts. Near the start of a new calendar year, it is timely to explore a number of the most critical developments in the tax and estate planning arena over the last 12 months — or, in the vernacular of the movie Zoolander, what’s so hot right now?

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2023 Estate planning

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