In this episode of the Mo Money podcast, we're talking about inheritances, tax on inheritances, and how you can invest that money. Now we're in the middle of a three and a half trillion dollar intergenerational wealth transfer from the Boomers down to the generations below, so in this episode we're unpacking how inheritance tax really works in Australia, even though they say that there's none. There actually is, as well as how you can protect the family wealth across different generations, and a little bit on how you can be talking to your parents about this stuff without it turning into a disaster. So this one, I think, is perfect for anyone that's expecting to receive an inheritance or planning to leave one.
Smarter money moves start here.
Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links:
Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking
Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697 Ben’s books: www.pivotwealth.com.au/books More about Pivot Wealth: www.pivotwealth.com.au
Follow us on socials:
Instagram: https://www.instagram.com/pivotben
TikTok: https://www.tiktok.com/@bentalksmoney
YouTube: https://www.youtube.com/c/BenNashPivot
Facebook: https://www.facebook.com/pivotwealth/
Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth
Disclaimer This podcast is for education only and doesn’t take into account your personal circumstances. It’s not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.
