The Money Puzzle · The Australian

The great wealth transfer: what you need to know before gifting money

·37 min·3 clips
Jason explains why gifting a property triggers a capital gains tax bill, even if no money changes hands.
Host Julianne Sprague interviews Jason Featherby about intergenerational wealth transfer, covering tax implications of gifting property, strategies to qualify for the age pension, and advice on mortgages and super inheritance. They explore practical tips for parents helping kids while safeguarding their own financial future.

As heard by us

A plainspoken look at gifting money, pension timing, and the rules that can make generosity harder than it sounds.

The Money Puzzle keeps its focus on a very practical question: how far someone can help family with a gift before Centrelink rules and the asset test make things awkward.

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Why you'd press play

You want the pension rules around gifting money, without the fog.

Read the full recommendation in PlayNext →
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