TOPIC

WEALTH TRANSFER News & Analysis

Will young Australians be better off than their parents?
Personal Finance
Will young Australians be better off than their parents?
For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards....
James Gruber | 30 June 2025
Getting rich versus staying rich
Personal Finance
Getting rich versus staying rich
Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business,...
James Gruber | 21 May 2025
Young & Invested: Do young people need a financial adviser?
Personal Finance
Young & Invested: Do young people need a financial adviser?
Navigating money in your youth - fly solo or seek advice?
Simonelle Mody | 07 May 2025
A map of wealth in Australia
Personal Finance
A map of wealth in Australia
An analysis on generational wealth in Australia. 
James Gruber | 15 January 2025
Avoiding wealth transfer pitfalls
Personal Finance
Avoiding wealth transfer pitfalls
Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of...
Peter Nevill | 20 November 2024
A map of wealth in Australia
Personal Finance
A map of wealth in Australia
Recents data suggests that Australia remains the lucky country.
James Gruber | 25 September 2024
How to incorporate an expected inheritance into your financial plan
Personal Finance
How to incorporate an expected inheritance into your financial plan
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Mark Lamonica | 13 May 2024
Boomers and their children unprepared for $3.5 trillion wealth transfer
Retirement
Boomers and their children unprepared for $3.5 trillion wealth transfer
A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.
James Gruber | 25 October 2023
3 ways people grapple with generational wealth
Personal Finance
3 ways people grapple with generational wealth
Your relationship with money is the key to navigating uncharted territory.
Sarah Newcomb, Ph.D | 19 December 2022
As rates fall, Australians have never been wealthier
Personal Finance
As rates fall, Australians have never been wealthier
The rise in house prices has been the main driver of the increase, writes Nicki Bourlioufas.
Nicki Bourlioufas | 29 March 2021