Financial planners across Australia are reporting the same unsettling trend: families walking into their offices in crisis mode, clutching SMSF documents and wearing expressions of bewilderment. The conversation usually starts the same way: “We think Dad might have dementia, but he’s been managing our family’s superannuation fund for twenty years.” With nearly 600,000 SMSFs operating…
Most people think death and taxes are life’s only certainties, but hedge fund investors face a third reality: liquidity complications. When Melbourne property developer, ‘James Anonymous’, died suddenly in March 2023, his family discovered he had $2.1 million locked in three different hedge funds. What they expected to be a straightforward inheritance became an 18-month…
Australia’s $3.9 trillion superannuation system sits at the center of the world’s most significant wealth transfer in history. With Baby Boomers holding 72% of household assets and $84 trillion globally set to transfer by 2045, artificial intelligence is emerging as the catalyst that will determine whether Australian families successfully navigate this generational handover or become…
The landscape of wealth management in Australia is experiencing a digital renaissance. With over $3.5 trillion expected to be transferred between generations by 2050, Australian families are increasingly turning to sophisticated digital platforms to manage their estates and plan for the future. Gone are the days when estate planning meant dusty filing cabinets and lengthy…
