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Showing 1 - 10 of 112 results for "Wealth transfer"

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... portal and a mobile app launching at the end of the month. It also "positions Bell Potter for the intergenerational wealth transfer estimated at $5.4 trillion over the next decade." "Our new website and mobile app puts clients in the driver's seat when ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... of disputes to the will and ensuring the individual's intentions are honoured. From wealth accumulation to wealth transfer, fresh uncertainty around the tax system increases the likelihood of unadvised Australians making sub-optimal decisions about ...

Family office succession takes back seat to investments

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... second-generation (G2). "The number one point at which families are typically at risk of losing their wealth is during the wealth transfer from G1 to G2. That's the hardest transfer. The next hardest is G2 to G3," she said. G1 to G2, however, is where ...

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 ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between 62 to 80, are expected to cause the most disruption as 75% said they would ...

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
... Management has appointed Kaajal Prasad as the new head of family advisory, strengthening its family governance and wealth transfer services for Australian high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she was a partner ...
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