With billions of dollars in assets poised to shift between generations, a new six-part series is setting out to demystify one of personal finance's most daunting challenges: inheritance planning.
The Smart Succession series is designed to guide readers through the often complex and emotionally charged process of passing wealth from one generation to the next, breaking it down into clear, manageable steps.
Inheritance planning can involve everything from legal structures and tax considerations to family dynamics and long-term financial strategy — areas that many Australians find overwhelming or are simply unprepared for.
The series aims to change that, offering practical guidance to help families protect and transfer their wealth effectively across the full six instalments.
