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When most people think about their estate plan, they focus on their Will as the document that distributes everything they own. However, superannuation makes up a significant portion of a person’s wealth, and what many people don’t realise is that it does not automatically form part of their estate.

In June we titled our outlook “Climbing a wall of worry. Politics recalibrated.” Since then, many of those worries have eased, and political settings are consolidating on their current path. Read the summary of our observations.

The increasing prominence of women in wealth creation, management, and transfer is transforming Australia’s wealth landscape. In this article we expand on the key areas driving this evolution, drawing on the latest Australian research and insights.