Intergenerational Wealth Transfer

Baby Boomers in Australia currently own $4.9Tn of assets that over the next 25 or so years, will be passed on to the beneficiaries of their estates. For all of the “OK Boomer” angst amongst the Millennials, could it be that they themselves may yet be Australia’s richest generation!

Andrew Creaser, FinSec Partners explores the challenges, opportunities and threats that come with a tsunami of money washing through generations and share strategies to assist in avoiding nasty surprises.

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