TOPIC
INHERITANCE News & Analysis
Personal Finance
Implications of inheriting or bequeathing shares
Shani Jayamanne | 15 December 2024
Personal Finance
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers...
James Gruber | 22 October 2024
Personal Finance
A global personal tax specialist shares tips for minimising your tax burden for investors with cross border assets.
Shani Jayamanne | 30 September 2024
Personal Finance
Should you give your children their inheritance before you die? It's a thorny question asked more often as Baby Boomers in Australia grow older and...
James Gruber | 15 August 2024
Personal Finance
Your inheritance will likely be a house. Here's what you can do.
Shani Jayamanne | 28 July 2024
Personal Finance
Women will be the biggest beneficiaries of Australia’s $3.5 trillion intergenerational wealth transfer. How they invest will shape markets and...
James Gruber | 15 June 2024
Personal Finance
Every year, millions of dollars are spent on legal fees, and thousands of hours are wasted on family disputes - all because of poor estate planning....
Noel Whittaker | 17 May 2024
Personal Finance
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Shani Jayamanne | 13 May 2024
Personal Finance
The issue is likely to be aired more often as Baby Boomers in Australia get older, die richer and leave behind larger bequests.
James Gruber | 16 April 2023
Retirement
By the time retirement savers realise the error of their ways, it may be too late
Christine Benz | 08 April 2022