Over the coming 20 to 30 years we will see the largest intergenerational wealth transfer in history. The majority of this will be from the “Baby Boomer” generation (people born just after the end of World War II through to 1964) and their children and other heirs. In Australia alone, some estimates indicate the value
Category Archives: Retirement planning
Superannuation is not like other assets as it is held in trust by the trustee of the superannuation fund. When you die, it does not automatically form part of your estate but instead, is paid to your eligible beneficiaries by the fund trustee according to the rules of fund, superannuation law, and the death nomination
