#38 – Estate Planning 2018 – Where are we at?

This is a podcast of the ‘Estate Planning 2018 – Where are we at?’ held on 21 February 2018.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This presentation will use case studies to explore all key recent developments including:

  1. the key estate planning related court decisions over the last 12 months
  2. taxation and stamp duty changes impacting on estate planning
  3. the impact of the July 2017 superannuation changes
  4. latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
  5. insights into the latest bespoke planning opportunities

Related articles

Estate planning and the 2017 super reforms – the 11 things you must be aware of
Money for nothing… Succession planning grants for Queensland farming families
BDBNs v reversionary pensions – it’s not enough to debate **
At last some tax clarity for legal personal representatives of deceased estates(?)

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