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Live Webinars
Live Webinar: Navigating Tax Landmines in Australia's Great Wealth Transfer
With the ATO declaring succession planning as their "number one focus in 2025," families transferring generational wealth face unprecedented scrutiny. In this session, we will explore the critical tax risks, including:
Understanding the focus on family wealth transfers and what
PRESENTED BY
Steve Grant
Director, Merthyr
Date/Time
About the Webinar
With the ATO declaring succession planning as their "number one focus in 2025," families transferring generational wealth face unprecedented scrutiny. In this session, we will explore the critical tax risks, including:
- Understanding the focus on family wealth transfers and what triggers ATO attention in succession planning.
- Trust restructuring tax traps to navigate
- Managing unpaid present entitlements post the decision in Bendel and avoiding deemed unfranked dividend traps.
- Pre-CGT asset preservation strategies.
- Trust deed amendments and CGT "resettlement" risks.
- Addressing tax residency issues, double taxation, and offshore asset implications for internationally connected families.
Presented By
Steve Grant
Director, MerthyrWho Should Attend?
This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Certificate
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Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]