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Showing 1 - 10 of 63 results for "intergenerational wealth transfer"

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... CoreData chief executive Andrew Inwood said what is concerning is Australia is entering its largest intergenerational wealth transfer on record, with the acceleration of the baby boomer cohort driving increased demand for advice as more investors seek ...

UniSuper pilots' digital estate planning partnership with Safewill

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
... traction across the financial services sector amid growing focus on retirement preparedness and the intergenerational wealth transfer. Members with more complex estate planning needs can access additional legal advice through Safewill Legal for a $199 ...

Unprecedented times need growth and resilience: SIAA

KARREN VERGARA  |  FRIDAY, 24 APR 2026
... days, the conference will cover hot topics, ranging from technology to geopolitical risks to the intergenerational wealth transfer, and hear from leading experts in their respective fields. The conference also celebrates the vital role advisers and stockbrokers ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... growing. "For some, it could be life changing money. Australia is on the cusp of the largest intergenerational wealth transfer we've ever seen," Megginson said. "The decisions families make now will shape financial outcomes for decades." Not only ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... a need to deliver quality investment decisions at scale, given shifting market dynamics and intergenerational wealth transfer," Fernley said. "The suite of investment opportunities has grown exponentially to include digital assets, private markets and ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
... Chisholm said her appointment will ensure the firm is focused on what matters most to clients, as intergenerational wealth transfer rises in prominence. With an estimated $3.5 trillion expected to transfer between generations over the next decade, succession ...

CFS to integrate estate planning services for members

ELIZA BAVIN  |  MONDAY, 16 FEB 2026
... benefit nominations with the client's broader wishes, and document preferences that support intergenerational wealth transfer, CFS said. The secure digital vault helps keep records current and accessible for executors and families, reducing unnecessary ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
... was demand-led, underscored by the massive opportunities from the superannuation sector and intergenerational wealth transfer. "With the wealth transfer that's going to happen, a lot of that money is going to fall into a limited number of financial ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... business is seeing strong demand for financial advice, driven by Australia's largest ever intergenerational wealth transfer and growing investment opportunities for high-net-worth clients. "Across the country, we are seeing more families transition ...

AusSuper exec finds new gig

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... are at the crossroads of two massive macro forces: a rapidly ageing population and the largest intergenerational wealth transfer in history. One of the most tragic societal frictions from this shift is the rise of financial abuse targeting our seniors. ...
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