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Showing 1 - 10 of 78 results for "Inheritance"

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... history. Not only will Baby Boomer families pass on money, but it is projected that for at least two decades post inheritance women will oversee the family finances as they outlive their partners.

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... "This year's report found that the majority of billionaires that accumulated wealth in the last year, did so through inheritance as opposed to entrepreneurship," UBS Global Wealth Management head of strategic clients Benjamin Cavalli said. "Engineering ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... in leaving a financial legacy is navigating family dynamics, a challenge fraught with complexities such as fears of inheritance disputes, disagreements over asset distribution, varying interpretations of wills or legacy plans, and the potential for family ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... high-net-worth individuals (HNWIs) and 15% ultra high-net-worth individuals (UHNWIs). While $224 billion each year in inheritance is expected to be passed between generations by 2050, it seems much of this could be lost during transfer, with one in five ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... established income earners, Gen Ys are on the verge of receiving unprecedented levels of intergenerational wealth via inheritance or gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," the Value ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... $10 million -$70 million bracket. Despite a reticence to seek guidance, HNWIs acknowledged "a need for advice" with inheritance and estate planning, intergenerational advice, and aged care ranking. Praemium said the need for advice in these areas is ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... help young adults now, then how can they expect them to come to you when they have grown their wealth, including via inheritance?"

Equip Super sets sights on being different

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2023
... Knowledge Hub that covers everything from the basics of super and salary sacrificing, to making a Will and creating an inheritance. "The greatest beneficiaries of these changes will be our members," Cameron said. "That's who we're doing it for ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... business (33%). As to why this might be the case, one chief executive said: "How easily does your family talk about inheritance and hopes and dreams? These things are so personal that it's very difficult. A few years ago, we had discussions with the ...

Cut spending and raise taxes, super preservation age: Grattan

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2023
These are just some of the recommendations from Grattan Institute ahead of the federal budget, which also include counting more of the family home in the aged pension assets and residential aged care means tests. With Australia on course for 25 straight ...
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