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2018 : the biggest year in estate planning in a generation / by Matthew Burgess

By: Burgess, Matthew.
Series: Taxation in Australia.Publisher: Australia, The Tax Institute Edition: 53 (6), December 2018 / January 2019.Description: 307-313, 7 pages.Subject(s): Australia | Tax | Investments | Estate planningOnline resources: Download from Online Journals Summary: Advises that during 2018, many estate planning structures were overhauled to account for the post-baby boomer intergenerational wealth transfer wave. Suggests it is therefore critical for finance advisers to fully understand and monitor the ongoing impact of these changes.
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Advises that during 2018, many estate planning structures were overhauled to account for the post-baby boomer intergenerational wealth transfer wave. Suggests it is therefore critical for finance advisers to fully understand and monitor the ongoing impact of these changes.

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