WEALTH TRANSFER News & Analysis

An analysis on generational wealth in Australia. 

Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of...

Recents data suggests that Australia remains the lucky country.

The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?

A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.

Your relationship with money is the key to navigating uncharted territory.

The rise in house prices has been the main driver of the increase, writes Nicki Bourlioufas.

IOOF Holdings may have posted a 6pc rise in first-half profit but the result is overshadowed by uncertainty around its acquisition of OnePath, says...