Baby Boomer Wealth Transfer — What Australian Families Need to Do Before It's Too Late
Written by Christopher Hall, AdvDipFP | Authorised Representative, AFSL 526688 | May 2026 Australia is sitting on an estimated $5.4 trillion in Baby Boomer assets expected to transfer to younger generations by 2050 — but the amount families actually receive is, in Christopher Hall's experience, consistently and significantly smaller than anticipated (Finder, 2026). Modern healthcare, extended lifespans, and the rising cost of aged care and retirement living are consuming a su
May 31
How Blended Families Are Complicating Inheritance in Australia
Written by Christopher Hall, AdvDipFP | Authorised Representative, AFSL 526688 | May 2026 More than one in four marriages in Australia today is a second or subsequent union — and the inheritance structures designed to follow those marriages have not kept pace with the family structures they must serve. Blended families — households involving stepchildren, children from previous relationships, de facto partners, or former spouses — navigate inheritance complexity that a standa
May 27
QLD Registered Nurse Eliminates $3,848 Insurance Bill After 16-Year Loyalty Tax Review
Written by Christopher Hall, AdvDipFP | Authorised Representative, AFSL 526688 | May 2026 A QLD registered nurse and midwife paying $3,848 per year from personal income to Aussie Home Loans Life Insurance — a life-only policy held since 2010, with no TPD or income protection — was placed with MetLife at $550 per year via superannuation (reducing to approximately $468 per year net after the concessional tax rate of 15% inside the fund), with life cover increased from $900,000
May 26