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Financial literacy needs to rise before wealth transfer

As most within the advice space would be aware, Australia is about to undergo the largest wealth transfer in its history over the next two decades, with $5.4 trillion set to change hands.   However, joint research, called The Big Lift report, carried out by Iress and Deloitte that an alarmingly high number of Australians do not have the levels of financial literacy that is needed...

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