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  2026 Death taxes

Death, taxes … and succession planning – Navigating the (new) third certainty

Source: South Australia

Published Date: 5 Mar 2026

 

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With the greatest transfer of intergenerational wealth in Australian history already underway, succession planning is now a strategic necessity for high-net-worth individuals, SMEs, large family groups and corporates, and the new certainty for taxation practitioners to navigate.

This session addresses the:

  • Significance of appropriate, well-considered succession planning in the current environment, across a range of structures;
  • Key taxation and commercial considerations in succession planning;
  • Appropriate strategies to efficiently and effectively implement the transfer of ownership and/or control;
  • Common omissions and errors; and
  • ATO’s recent areas of focus.
Author(s)

Individual Session

Author(s): Christopher Annicchiarico
Materials from this session:

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Details

  • Published By: Christopher Annicchiarico
  • Published On:5 Mar 2026
  • Event Name:SA Tax Forum
  • Session Name:Death, taxes … and succession planning – Navigating the (new) third certainty
  • Listen Time:1+ hour
  • Took place at:Stamford Plaza Adelaide

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