Legacy or liability? Planning a smooth wealth transfer
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s
1st July 2025
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Hawthorn VIC 3122
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Fusion Lending Pty Ltd ATF Fusion Lending Unit Trust ABN 68 724 821 373 is a Corporate Authorised Credit Representative 536392 of Connective Broker Services Pty Ltd ACN 161 731 111
(Australian Credit License 389328)
JCT Financial Services Pty Ltd ATF The JCT Financial Services Unit Trust ABN 43 914 165 246 t/as White Owl Wealth is an Authorised Representative of Synchron for financial planning services (AFSL 24331)
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