The human side of succession: strategy, stewardship and staying at the table
The coming succession wave will test more than asset allocation models. It will test relationships, governance and clarity of purpose.
Tag: Arrow Private Wealth
The great wealth handover: why advisers cannot afford to sit this one out
The greatest wealth transfer in Australia’s history is already underway, and advisers who are not actively embedded in family succession risk watching their clients’ money walk out the door.
Wealth in motion: Advisers face the reality of the great transfer
The great inter-generational wealth transfer is not something that’s imminent, or on the horizon; it’s happening now, and advisers need to get to grips with it.
‘Neither simple nor fair’: Super stakeholders push back over unrealised gains hurdle
While the move to tax superannuation balances above $3 million at a higher rate would affect only a handful of people at first, if the threshold is not indexed to inflation, future generations may be turned off from investing in their super, industry leaders say.