
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
Adams + Associates Financial Planners Pty Ltd ABN 28 093 569 941. AFSL 243268.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.