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A data-led examination of the challenges, risks and opportunities shaping deceased estate administration in Australia.

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Australia is on the cusp of a $5.4 trillion intergenerational wealth transfer, but new research suggests the system managing deceased estates is already under significant strain.

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Based on a national survey of Australians with firsthand experience administering an estate, the report highlights a process that can take 9–12 months, involve up to 37 different institutions, and leave lasting impacts on those navigating it.

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Beyond the human toll, the findings point to broader implications for banks, super funds and other providers, including shifting customer behaviour and rising operational and regulatory pressure.

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As new entrants move into the space and scrutiny increases, the report raises questions about whether the system is equipped for the scale of wealth set to change hands.

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Read the AFR coverage here.