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VIDEO · 31 JANUARY 2023

It Depends – Intergenerational succession

Cooper Grace Ward
Cooper Grace Ward
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Link to video & transcript covering intergenerational succession, assets involved & whether there are tax or duty consequences.

AustraliaFamily and Matrimonial
Scott Hay-Bartlem
Scott Hay-Bartlem
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In this week's edition of 'It depends', partner Scott Hay-Bartlem talks about intergenerational succession. Scott covers what intergenerational succession is, what assets are involved, and whether there are tax or duty consequences.

Scott, along with Annie Smeaton, Justine Woods, Hayley Mitchell, Murray Shume and Tom Walrut, will be presenting on this topic at our Annual Adviser Conference on 23 and 24 March 2023. Register now to attend in person or online.

Video transcript

Welcome to this edition of It depends. I'm talking about intergenerational succession.

What is intergenerational succession?

So, intergenerational succession is when we're passing assets from one generation down to another. So, it might be parents to children or grandchildren or nephews and nieces. But it's moving it down the line effectively.

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Cooper Grace Ward is a leading Australian law firm based in Brisbane.

This publication is for information only and is not legal advice. You should obtain advice that is specific to your circumstances and not rely on this publication as legal advice. If there are any issues you would like us to advise you on arising from this publication, please contact Cooper Grace Ward Lawyers.

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