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Intergenerational wealth transfers

Subject Hierarchy
Broader terms
Wealth
Current term
Intergenerational wealth transfers
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Discussion paper

Three ways Australia can tax wealth better


Australia is a low tax country, with increasing demands for government spending. This paper identifies three simple tax reforms which would raise an extra $70 billion a year without hurting low or middle-income Australians: more comprehensive taxation of capital gains, the introduction of an annual wealth tax and the introduction of a wealth transfer tax.
Briefing paper

Australians’ financial wellbeing has improved but not everyone is benefiting


The paper groups financial wellbeing responses into two broad categories: 'comfortable' and 'struggling', focusing on the role of housing. It finds that younger Australians have been hit particularly hard, with multiple sources of financial difficulty. The paper proposes that without targeted policy intervention, financial security becomes increasingly dependent on home ownership status and inherited generational...
Report

Widening the gap: worsening wealth inequality in Australia


This report looks at trends in wealth inequality over the past twenty years and finds that: the wealthiest Australians hold 90 times the wealth of those with the least; this has been fuelled by tax breaks for superannuation and housing investments, and high house prices have fuelled inequality and locked many people out of housing...
Report

Fairly equal? Economic mobility in Australia: research paper


This research paper explores economic mobility – how inequality changes over time – by looking at whose incomes are increasing, and whose are not. It examines income changes over a person’s lifetime, and how incomes change from one generation to the next. It also explores the characteristics of people experiencing poverty.
Working paper

Postcode-level reverse mortgages: longevity risks, house price risks, and welfare gain


This research evaluates the Home Equity Access Scheme (HEAS) versus downsizing for older Australians, factoring in elements such as means tests, health expenditures, taxes and home maintenance.