Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Australians receive an inheritance, taking time to develop a clear … Read more
Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 48,500 new SMSFs were established in the 12 months to December 2025, the highest annual number on record. Nearly 40% of newly established SMSFs reported using AI based tools to assess whether an SMSF was right for them before setting … Read more
Making the most of your peak earning years Many Gen X Australians are now in their peak earning years and retirement is not too far away. While many people in this age group are earning more than ever, not everyone is on track to achieve the level of financial security they would like in retirement. … Read more
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