Tax time 2025: Navigating succession planning

 

Succession planning is a critical topic. Understanding how to navigate succession planning is crucial for accountants, financial professionals and those involved in wealth management.   

In this second episode in the Tax Time 2025 series, you’ll learn about the key points of wealth transfer and what you need to know about succession planning, including:  

• Current trends  

• Regulatory aspects  

• Tax considerations for private groups 

• Capital gains tax (GGT) in relation to succession planning 

Tune in to gain valuable insights into effective strategies for ensuring a smooth transition of wealth while meeting compliance requirements. 

Listen now.  

Host: Jenny Wong, Tax Lead, Policy and Advocacy, CPA Australia 

Guest: Jenny Lin, Assistant Commissioner, Private Wealth, Australian Taxation Office 

For information related to this episode, head to the ATO website for information on succession planning  

Additionally, you can listen to