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Day: 5 September 2024

Spending your kids’ inheritance

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Many Australians expect an inheritance, but their parents may have a different view.  Around one in two Australians have received or expect to inherit money or property, either from their parents or others. That’s one of the key findings from Vanguard’s 2024 How Australia Retires research, but it shouldn’t come as a great surprise. Over the coming … Read more

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Edwin Bae, Authorised Representative No. 1003049 and M & C Trading Pty Ltd ATF WealthMap ABN 30 882 397 625, trading as Anchorage Wealth Management is a Corporate Authorised Representative 1280421 of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No 449221 www.centrepointalliance.com.au/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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