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Showing 1 - 6 of 6 results for "Generational wealth transfer"

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... challenges, advisers remain a key need for Australians. "The challenges and opportunities posed with the generational wealth transfer are great, and the next two decades, paired with the quality of advice review, and the digital advice revolution could ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... services as essential, and over 77% rely on their wealth management firms for support with inter-generational wealth transfer. However, as HNWIs seek more tailored guidance, 65% express concerns about the lack of personalised advice suited to their evolving ...

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
More young Aussies are turning to their parents, the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend. For some, the lucky few, the money for the ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... Sir Bob Geldof urged the financial advisers of Australia to proactively prepare for the significant generational wealth transfer that is approaching to ensure people continue to receive financial advice. The keynote speaker at this year's Association ...

SUPERCentral launches estate planning course

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
... with the tools to meet clients' needs in estate planning as Australia enters into a period of inter-generational wealth transfer. "The demand for estate planning is rapidly growing and advisers will need to come up to speed if they wish to remain current ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
... form part of the individual's estate. "Basically this makes family trusts an ideal tool for multi-generational wealth transfer while SMSFs, on the other hand, must be wound up on the death of the last member, which can also raise tax issues." Hutton ...
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