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Peter Burgess

These three steps would help you leave some of your super to charity

Policy settings need to be changed to help SMSFs – and other super fund members – be more active philanthropists.

Australia is in the early throes of the most significant transfer of wealth in this country’s history.

A Productivity Commission research report, Wealth transfers and their economic effects, predicts $3.5 trillion will change hands by 2050. The sheer magnitude of this transfer will inevitably be transformative, fuelling potential opportunities for national and individual growth.

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Peter Burgess is CEO of the SMSF Association.

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    Original URL: https://www.afr.com/wealth/personal-finance/these-three-steps-would-help-you-leave-some-of-your-super-to-charity-20231214-p5erfc