June 30, 2025

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

30th June 2025

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Shartru Wealth Management Pty Ltd ABN 46 158 536 871 | AFSL 422409 | Ph 1300 478 424

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Brad A. Gunn is an Authorised Representative of Shartru Wealth Management Pty Ltd ABN 46 158 536 871 | AFSL 422409

This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation, and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website.