Miscellaneous 2022

Intergenerational wealth transfer

Source: National

Published Date: 26 May 2022


Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Already a Subscriber? Login now

This video 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
  • Gift and loan back - a viable strategy?

Individual Session

Intergenerational wealth transfer

Author(s): Will Monotti , Bernie O'Sullivan CTA


The material is copyright. Apart any fair dealing for the purpose of private study, research criticism or review, as permitted under the copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))


The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.


Miscellaneous 2022

Share this page