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WEALTH TRANSFER News & Analysis

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?
Shani Jayamanne | 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