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Intergenerational wealth planning For previous generations of Australians, retirement usually meant ceasing work and hoping to live long enough to qualify for the age pension. Apart from the family

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What is intergenerational wealth planning?

Intergenerational wealth planning is the process of managing and transferring wealth from one generation to the next in a tax-efficient manner.

Who is required to file intergenerational wealth planning?

Individuals or families with significant assets that they wish to transfer to future generations may be required to file intergenerational wealth planning.

How to fill out intergenerational wealth planning?

Intergenerational wealth planning typically involves working with financial advisors, lawyers, and tax professionals to create a comprehensive plan that addresses wealth transfer goals.

What is the purpose of intergenerational wealth planning?

The purpose of intergenerational wealth planning is to ensure that assets are transferred efficiently and effectively to future generations while minimizing tax implications.

What information must be reported on intergenerational wealth planning?

Information such as current assets, potential future assets, estate planning documents, and tax strategies may need to be reported on intergenerational wealth planning.

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