Keeping it in the Family

Keeping it in the family

Keeping it in the Family – the secret to transferring wealth successfully

Ensuring that future generations continue to benefit from family wealth calls for careful and early planning. What can you do to make sure you leave a lasting legacy?

Many Australians prioritise providing for their families when it comes to managing personal wealth. So it is only natural to want to do everything in your power to ensure that your family and future generations are well looked after. That can be a challenge even when you are around to guide them, but even more so when you are not.

It is an important issue in Australia given the inter-generational shift in wealth that is gathering pace.

The well-known ‘Bank of Mum & Dad’ is a prime example of gifting to help younger family members get on the property ladder. We examine other areas such as:

  • The three generational paradigm
  • Make a plan for the whole family
  • Options to transfer your wealth

To read the full summary, click here

If you would like further information regarding any of the above, be sure to get in contact.

Until next time, 

Regards Rodney. 


Rodney Johnstone CFP BBus, DipFP, GradDipAppFin 

Authorised Representative of Count Financial Limited

Financial Adviser,  FPW Financial Advice Pty Ltd 

General Advice Disclaimer


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