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Federal Budget 2026: Intergenerational Equity and the Future for Family Wealth Planning

Family Wealth PlanningAugust 12, 2026

Australia is moving through one of the largest wealth transfers in its history, and the May 2026 Federal Budget has changed several of the rules families need to plan around. The Productivity Commission found around $1.5 trillion moved between generations from 2002 to 2018, with about 90% of that in inheritances. RSM Australia estimates $3.5…

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