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:   <ul class="BulletListStyle1 SCXW227825820 BCX8" role="list"> <li class="OutlineElement Ltr SCXW227825820 BCX8" role="listitem" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"> Current trends   </li> </ul> <ul class="BulletListStyle1 SCXW227825820 BCX8" role="list"> <li class="OutlineElement Ltr SCXW227825820 BCX8" role="listitem" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"> Regulatory aspects   </li> </ul> <ul class="BulletListStyle1 SCXW227825820 BCX8" role="list"> <li class="OutlineElement Ltr SCXW227825820 BCX8" role="listitem" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1"> Tax considerations for private groups  </li> </ul> <ul class="BulletListStyle1 SCXW227825820 BCX8" role="list"> <li class="OutlineElement Ltr SCXW227825820 BCX8" role="listitem" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1"> Capital gains tax (GGT) in relation to succession planning  </li> </ul> Tune in to gain valuable insights into effective strategies for ensuring a smooth transition of wealth while meeting compliance requirements.  Listen now.   Host: <a class= "Hyperlink SCXW227825820 BCX8" href= "https://www.linkedin.com/in/jenny-wong-3b3b4a2a/" target="_blank" rel="noreferrer noopener">Jenny Wong</a>, Tax Lead, Policy and Advocacy, CPA Australia  Guest: <a class= "Hyperlink SCXW227825820 BCX8" href= "https://www.linkedin.com/in/jyjlin/" target="_blank" rel= "noreferrer noopener">Jenny Lin</a>, Assistant Commissioner, Private Wealth, Australian Taxation Office  For information related to this episode, head to the <a class= "Hyperlink SCXW180888969 BCX8" href="https://www.ato.gov.au/" target="_blank" rel="noreferrer noopener">ATO</a> website for information on <a class="Hyperlink SCXW180888969 BCX8" href= "https://www.ato.gov.au/businesses-and-organisations/corporate-tax-measures-and-assurance/privately-owned-and-wealthy-groups/tax-governance/tax-governance-guide-for-privately-owned-groups/succession-planning" target="_blank" rel="noreferrer noopener">succession planning </a>  Additionally, you can listen to <a class="Hyperlink SCXW180888969 BCX8" href= "https://www.cpaaustralia.com.au/tools-and-resources/podcasts/with-interest" target="_blank" rel="noreferrer noopener">other episodes in this Tax Time 2025 series.</a>    And you can find <a class="Hyperlink SCXW180888969 BCX8" href= "https://www.cpaaustralia.com.au/tools-and-resources/taxation/tax-time-year-end-updates-and-resources" target="_blank" rel="noreferrer noopener">CPA Australia’s tax resources</a> on the website.    CPA Australia <a class="Hyperlink SCXW180888969 BCX8" href= "https://www.cpaaustralia.com.au/tools-and-resources/podcasts" target="_blank" rel="noreferrer noopener">publishes four podcasts</a>, providing commentary and thought leadership across business, finance, and accounting:   <a class= "Hyperlink SCXW180888969 BCX8" href= "https://www.cpaaustralia.com.au/tools-and-resources/podcasts/with-interest" target="_blank" rel="noreferrer noopener">With Interest</a>  <a class= "Hyperlink SCXW180888969 BCX8" href= "https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack" target="_blank" rel="noreferrer noopener">INTHEBLACK</a>   <a class= "Hyperlink SCXW180888969 BCX8" href= "https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack-outloud" target="_blank" rel="noreferrer noopener">INTHEBLACK Out Loud</a>  <a class= "Hyperlink SCXW180888969 BCX8" href= "https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack" target="_blank" rel="noreferrer noopener">Excel Tips</a>  Search for them in your podcast platform.   Email the podcast team at <a class="Hyperlink SCXW180888969 BCX8" href= "mailto:podcasts@cpaaustralia.com.au" target="_blank" rel= "noreferrer noopener">podcasts@cpaaustralia.com.au</a>

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