Why wait? Lifetime Transfers of Family Assets and How to Do it Well

Learn how to implement lifetime transfers effectively, covering key structuring and tax considerations, CGT rollovers & more!

In this session, we cover:

• Why a lifetime transfer? ​

  • When it is the right or wrong call​

• Understanding the family and the business ​

  • Family meetings and communication​

• Ownership, control and timing ​

  • Balancing control and transition​

• Financial security and family provision ​

  • Notional estate (NSW)​

  • Asset protection and family law​

• Key tax considerations ​

  • CGT rollovers and concessions​

• Transfer duty​

  • Documentation and implementation ​