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30 June is closer than most people are ready for.

If this has been a strong financial year — or you're carrying a tax liability you haven't yet addressed — there are still options on the table. But not for long.

Tim Whybourne, CFA sits down with estate planning lawyer Rachael Rofe for a candid hour on intergenerational wealth transfer, tax strategy, and structured giving. Rachael spent a decade leading Australia's largest donor-advised giving fund — helping more than 700 families direct over $500 million in philanthropic capital — before returning to private practice. She knows this space as well as anyone.

Australia is entering the largest intergenerational wealth transfer in its history. Most families aren't ready — not legally, and not relationally. This conversation covers both.

What we get into:

• Why silence is the single biggest mistake wealthy families make — and how unspoken, unequal decisions fracture families after the will is read
• Why a basic will no longer cuts it: super, family trusts, and jointly held assets all pass outside it
• Binding death benefit nominations and the death benefits tax of up to 17% most people don't see coming
• Division 296 and the quirk that can leave some beneficiaries taxed on super they never inherit
• The proposed budget changes to testamentary trust taxation — and why discretionary testamentary trusts still belong in even modest estate plans
• Structured giving before 30 June: turning a tax liability into impact you direct
• Prenups, binding financial agreements, and protecting wealth passed during your lifetime
• What a genuinely successful wealth transition looks like — confident, capable, and loved

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

In this episode of The Exchange by EW&L, Tim Whybourne sits down with Jeff Schulz, Head of Economic and Market Strategy at ClearBridge Investments, to discuss the forces shaping the next decade of investing.

Jeff is the architect of ClearBridge’s widely followed Anatomy of a Recession framework, a dashboard tracking key indicators across the U.S. economy to identify shifts in recession risk and market conditions.

Together, they explore whether the Federal Reserve’s cutting cycle is over, if elevated equity valuations are a warning sign or misunderstood, and whether the recent rotation in market leadership has staying power. They also discuss geopolitical tensions, energy security, and whether the world has enough energy infrastructure to support the AI revolution.

The conversation also dives into the long-term implications of artificial intelligence, from its potential impact on unemployment and productivity to whether universal basic income could eventually become reality.

This is a wide-ranging discussion on markets, macro-economics, AI, geopolitics and what the investment landscape could look like over the next 10 years.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

EW&L's Tim Whybourne sat down with Mark Arnold and Jason Orthman, CIO and Deputy CIO of Hyperion Asset Management, to talk through what may be the most consequential investment backdrop of our careers.

Hyperion manages over $13 billion with a single conviction: find companies that compound earnings at double-digit rates and hold them long enough for the market to agree. In practice, that requires a pain tolerance most investors don't have.

In this episode, Mark and Jason make the case that quality growth stocks, the ones most people think are expensive, are deeply undervalued on a 10-year view. They walk through how they repositioned ahead of the SaaS unwind, why they see AI as a structural shift rather than a theme, and what it means to own the full stack rather than bet on individual applications.

Their forecast: 25% EPS growth across the portfolio. The current drawdown, in their view, is the entry point.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.