Estate planning - planning for a better tax outcome

This recorded webinar features the special topic, Estate planning planning
for a better tax outcome providing up-to-date information in this specialist area of taxation.
This is the recording of the Monthly Tax Special Topic live webinar that was delivered by TaxBanter Trainers on the 9 October 2025.

Estate planning planning for a better tax outcome

Asset protection (and tax) is foremost when considering strategies for accumulating and holding assets. Planning for how those assets are to be transferred to the next generation requires consideration not only of likely tax consequences but also of strategies to guard against disputes. This paper considers the tax implications of various estate planning strategies for dealing with:

• the family home / holiday house
• superannuation interests
• loans to family members
• bequests of valuable assets
• control of the family business

This recorded webinar is 1 CPD hour.

You will be able to access the learning materials under Resources section.

IMPORTANT: You will have access to the recording and learning materials for a period of 6 months from the date of enrolment. Extensions to this timeframe will not be provided.

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