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- Title
Tax and estate planning in 2024: what's "hot" right now?
- Authors
Burgess, Matthew
- Abstract
The article discusses key developments in tax and estate planning in Australia in 2024, focusing on lost trust deeds, loans, gifts, books of account, and significant changes in superannuation and estate planning. Topics include challenges posed by lost trust deeds, principles related to loans, gifts, and books of account in estate planning, and a controversial aspect of superannuation known as "fast death tax."
- Subjects
ESTATE planning; INHERITANCE &; transfer tax; SURVIVORS' benefits; PENSION trusts; BREACH of trust; TRUSTS &; trustees; FIDUCIARY responsibility; TAX planning; POWER of attorney
- Publication
Taxation in Australia, 2023, Vol 58, Issue 6, p337
- ISSN
0494-8343
- Publication type
Article