Equity Mates Investing Podcast Ask an Adviser: The family money conversation you can't avoid - Dylan Pargiter-Green
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Jul 28, 2025 Dylan Pargiter-Green, a financial advisor and partner at Bold Wealth, dives into the importance of intergenerational wealth transfer in Australia, projecting a staggering $5 trillion over the next 30 years. He highlights strategies to navigate difficult family money discussions and emphasizes the need for open communication about estate planning and asset distribution. Dylan shares insights on effective gifting techniques, educational funding, and the responsibilities of the younger generation regarding inherited wealth, urging families to prioritize transparency to promote fairness.
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Australia's $5 Trillion Wealth Transfer
- Australia faces a historic $5 trillion intergenerational wealth transfer over the next 30 years.
- Despite its size, most Australians are unprepared for this significant movement of money.
Start Wealth Talks Early
- Start the conversation about financial plans and inheritances early with your family to reduce awkwardness and conflict.
- Include financial advisors in these discussions to help navigate emotional and practical complexities.
Gift Wisely to Preserve Pension
- Avoid gifting money during eligibility for age pension to not affect pension entitlements adversely.
- Plan gifts early and use structures like trusts to manage asset distributions efficiently.