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Navigating the great wealth transfer

Navigating the great wealth transfer

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Summary
 Australia is on the cusp of one of the biggest intergenerational wealth transfers in history, with an estimated $3.5 trillion expected to change hands over the next decade or two*. In this episode of Super Insider, Anne Fuchs chats with Gemma Mitchell, co-host of the Australian Finance Podcast and Head of Education at Rask Media, about what the great wealth transfer could mean for younger generations and how you can navigate it. From understanding your super as one of your biggest assets to making the most of an inheritance, they unpack the strategies, trade-offs and questions worth thinking about now. Tune in to learn about the following topics: 01:30 - What the great wealth transfer could mean for Gen X and younger generations 03:36 - How to start building wealth by understanding the super you already have 08:28 - What a warm versus cold inheritance is 09:52 - How downsizing a home could create opportunities to build wealth in super 13:15 - What happens to your super when you die 18:20 - Why financial literacy and having the right foundations matter just as much as the money itself Whether you’re building wealth, expecting an inheritance or helping your parents plan for the future, this episode gives you plenty to think about. 💡 Want to feel more confident about your super journey? To explore more tools, insights and resources to help you get the most from your super, visit our website: https://www.australianretirementtrust.com.au Or check out our Retirement Calculator: https://www.australianretirementtrust.com.au/learn/tools/retirement-calculator 🎧 Subscribe now and share the episode to start your journey towards a confident retirement. Product issued by Australian Retirement Trust Pty Ltd. Consider the PDS and TMD before deciding at art.com.au/pds. *Source: Productivity Commission, August 2026 SUBSCRIBE FOR MORE VIDEOS Apple Podcasts - https://podcasts.apple.com/au/podcast/super-insider/id1419853388 Spotify - https://open.spotify.com/show/1aXYHWZUkfaboTw5hJUnxO 🌟 LIKED THE EPISODE? HELP US SPREAD THE WORD    👍 Click the thumbs up and give your feedback by leaving a comment.     🔔 Subscribe and hit the notification bell to get the latest episodes.    💝 Share this episode with a friend who needs to hear it. CREDITS      Anne Fuchs – Executive General Manager of Advocacy and Impact, ART Gemma Mitchell – Head of Education & Co-Host of The Australian Finance Podcast, Rask Media The opinions and comments shared by people in this podcast are theirs alone, and they’re not necessarily shared by the Trustee. It uses information that’s accurate at the time of publishing. This is general advice or information only. It’s not based on your personal objectives, financial situation or needs. Think about your personal circumstances and read the relevant Product Disclosure Statement and Target Market Determination at art.com.au/pds before you make any decision about our products. And if you’re still not sure, talk with a financial adviser. We issue this information and all Australian Retirement Trust products. When we say ‘we’, ‘us’, or ‘the Trustee’, we mean Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL 228975), trustee of Australian Retirement Trust (ABN 60 905 115 063). Any advice given is by representatives of ART Financial Advice Pty Ltd (ABN 50 087 154 818, AFSL 227867), wholly owned by the Trustee. As representatives, they may recommend ART products from time to time. So read the relevant Financial Service Guide at art.com.au/fsg to tell you about that advice and how they’re paid. Any information given by the guest speakers is provided as general information only and not financial advice.
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