Tax time 2025: Navigating succession planning

Tax time 2025: Navigating succession planning

Author: CPA Australia June 17, 2025 Duration: 11:47

 

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 other episodes in this Tax Time 2025 series.   

And you can find CPA Australia's tax resources on the website.   

CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:  

Search for them in your podcast platform.  

Email the podcast team at podcasts@cpaaustralia.com.au  


Tune in to With Interest for a clear-eyed look at the forces shaping the world of business and finance. Presented by CPA Australia, this weekly discussion moves beyond the headlines to explore the practical implications of change for accounting professionals, business leaders, and anyone with a stake in the economic landscape. You’ll hear from practitioners and experts who break down complex topics in auditing, taxation, and corporate strategy into actionable insights. The conversations in this podcast are grounded in real-world application, whether the subject is a shift in regulatory frameworks, emerging leadership challenges, or broader economic trends. It’s a resource designed to inform your decisions and deepen your understanding of the professional landscape. For those looking to stay current and think critically about their work, With Interest provides a reliable and engaging audio companion. Each episode serves as a timely update and a catalyst for deeper professional reflection, all delivered with the authority and depth you would expect from CPA Australia.
Author: Language: English Episodes: 50

With Interest
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