The value of wealth transfers in Australia more than doubled between 2002 and 2018 according to the Productivity Commission and it is estimated to continue to increase significantly in the next decade.

When clients are contemplating wealth transfers there are a number of considerations to be aware of spanning tax and estate planning with balancing family objectives, tax planning and asset protection all being essential elements of the process.

In this session we will discuss:
- 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?