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In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across generations.

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Generation Life Limited AFSL 225408 ABN 68 092 843 902 is the product issuer. Our communications are general in nature, do not consider the investment objectives, financial situation or needs of any person and are not intended to constitute personal advice. Professional financial advice is recommended. The Product Disclosure Statement and Target Market Determination available at www.genlife.com.au should be considered before making an investment decision. We are not responsible for other users’ posts and third parties’ links. Past performance is no indication of future performance. Generation Life excludes, to the maximum extent permitted by law, any liability. For how we collect, hold, use and disclose personal information see our Privacy Policy at our website. Other than in relation to Generation Life’s product, Generation Life provides factual information only and it is not intended to imply any recommendation or opinion about superannuation products or superannuation investment.



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