
Legacy or liability? Planning a smooth wealth transfer
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s

Superannuation tax rules are changing again and there are implications for those with very large balances as well as those on lower incomes. In a