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Intergenerational wealth transfer paper

Published on 26 May 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper 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 and
  • Gift and loan back – a viable strategy?

Author profiles

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning. - Current at 16 June 2022
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Will Monotti
Will Monotti is a Senior Associate in Sladen Legal’s business law practice group, where he works primarily on administration of estates, personal succession and estate planning. He has experience in assisting clients with complex and technical estate planning, and provides clear, logical advice which is tailored to client needs and easy to understand. Will was admitted to practice in March 2015. He holds both a Bachelor of Arts and Juris Doctor from Melbourne University. - Current at 16 June 2022
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