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Home > The Australian’s Money Cafe > The great wealth transfer: what you need to know before gifting money
Podcast: The Australian’s Money Cafe
Episode:

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

Category: Business
Duration: 00:36:30
Publish Date: 2025-10-02 19:00:00
Description:

Many parents and grandparents want to be able to help their children, and do so while they’re alive rather than leaving a large inheritance. But there are tax implications and gifting rules to be mindful of.

In this episode, co-founder and head of financial advice at Leeuwin Wealth Jason Featherby sits down with The Australian’s Wealth Editor Julie-anne Sprague to explain the tips, tricks and traps to helping your adult children financially.

In today’s show we cover: 

  • Tax implications by gifting property to family members

  • How to know if you’re financially secure enough to help the kids

  • Why you should never close out your mortgage 

  • And why it might not be a good idea to be a secondary credit card holder

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