03/09/2026
📻 Tomorrow on Finance Fri-Yay: Managing Inheritance Expectations
Estate planning is about much more than deciding who gets what in your Will.
Did you know that assets such as superannuation, jointly owned property, trusts and certain company assets may not automatically pass through your Will? Or that inherited assets can have different tax implications depending on how they're structured?
Tomorrow morning, Stephen Mamouney joins Matt on 2AY to discuss some of the important questions families should consider when planning for the future:
- Why your retirement, health and aged care needs should come first
- Why “fair” doesn't always mean “equal”
- How family conversations can help manage expectations
- Why a Will is only one part of estate planning
- The importance of understanding how your assets are structured
- When financial, legal and accounting advice may be needed
And perhaps the most important reminder:
“The most valuable inheritance isn't always money - it's leaving your family with clarity, harmony and a plan.”
🎙️ Tune in tomorrow morning at 7:05am on 2AY for Finance Fri-Yay.
Finance Fri-yay: Smart advice for every stage of your journey.
