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19 Apr 2023

Estate Planning: Family Succession

Do you have a Family Succession Strategy?

If not why not?

Over the next three decades the Baby Boomer generation is set to bequeath $3.5 trillion according to estimates from the Productivity Commission.

This will be the most significant intergenerational wealth transfer in Australian history and will result in lots and lots of tax to pay to the ATO unless you have the right investment structures in place which will not be possible without previous prior planning and that means advice and that’s where we can help.

Click to read.

If you have family, friends or colleagues that want financial advice please ask them to contact us and we will work out how best to help.


At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.

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