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Giving While Living: A Legacy That Lasts

28/8/2025

Giving While Living: A Legacy That Lasts

The trend of early wealth transfer is gaining momentum as families look for practical ways to support the next generation. In this article, Simon Wotherspoon, Perks Private Wealth Director, highlights why this shift is happening, including rising property prices, smoother business succession, and tax considerations like superannuation death benefits and the Transfer Balance Cap.

Giving While Living: A Legacy That Lasts
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