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Intergenerational wealth transfers paper

Published on 31 May 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • identifying assets / control and ownership
  • FTEs and IEEs
  • value shifting
  • trust cloning / trust splitting
  • duty issues.

Author profile

Jodie Robinson CTA
Jodie is a Principal of Small Myers Hughes Lawyers and is an Accredited Specialist in Taxation Law with the Queensland Law Society. Jodie is passionate about providing results-driven, commercial advice and solutions for her clients’ taxation and business needs. Her core practice areas focus on providing advice on taxation matters, including stamp duty, GST and capital gains tax and advising on corporate structures and transactions. - Current at 22 November 2018
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This was presented at 2018 Private Business Tax Retreat .

Get a 20% discount when you buy all the items from this event.

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What attracts the Commissioner’s attention for private business and resolving complex issues

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