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Australia and countless other countries across the world are on the brink of the most substantial intergenerational wealth transfer ever recorded. Dubbed by many as the ‘great wealth transfer,’ we are expecting to see a staggering US$68 trillion (around A$100.2 trillion) changing hands worldwide within the next two to three decades. A 2021 Productivity Commission […]
Navigating the world of inheritance can be complex. Studies show that women in Australia are increasingly finding themselves at the helm of managing substantial wealth transfers, leaving a greater need for finance coaching and guidance on what to do with inheritance money. From investment strategies like topping up your superannuation to managing tax implications and […]
Transitioning into retirement brings a wave of new experiences, but with it comes a handful of financial concerns that need careful review, too. Let’s draw our focus on taxation. Throughout our working life, we lose a hefty chunk of our pay to ongoing taxes, and many will likely believe that all ends once we reach retirement age. […]
As you contemplate your golden years, you might think about how to manage your retirement funds better. If you’re in Australia, there’s a popular term you’ve probably come across – self-managed super fund (SMSF). So, what is an SMSF? In this article, Aspire2Wealth adviser Nathan Torre explores the nuances of self-managed super funds, their benefits, how they […]
Retirement isn’t just a new chapter in life; it’s a significant transition demanding careful financial planning and adjustments. The journey quickly involves adapting our approach to spending, saving, and generating income, laying the foundation for a comfortable and secure post-retirement life. To help you with this process, our experts at Apsire2 Wealth Advisers have put […]
Building and managing retirement income means navigating a wealth of intricacies and personalised strategies, especially in today’s ever-evolving financial landscape. For Australian retirees in 2024 or those looking to leave their working positions in the near future, we believe taking the time to learn how to effectively manage a retirement income stream has become more […]
It’s that time of year once again! With 2024 upon us, many are set to turn over a fresh page and set themselves some New Years resolutions to improve our lives. While goals like fitness and travel are always popular, why not make this the year you transform your financial future? At Aspire2 Wealth Advisers, […]
Navigating life’s eventualities requires thoughtful preparation to ensure your wishes will be met, and your loved ones are well cared for. It’s in these times estate planning becomes imperative. Often misunderstood or simply pushed to the background of one’s priorities, estate planning ensures your legacy and hard-earned assets are appropriately managed and transferred when the […]
Many parents and grandparents worry about how to help the children in their lives achieve financial independence. But the value of long-term investment can seem like a dry and complicated idea for kids to get their heads around. Investing For Kids- Buying shares for kids future In fact, many young people would like to know […]