Blended families are twice as likely to dispute a will as new research reveals a growing inheritance divide

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New national research commissioned by leading online Will platform Safewill reveals more than half of Australians from blended families (56%) are at risk of a Will dispute, having already contested... Read more continue reading

What happens when a generation can’t afford to buy a home?

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A generation locked out of property ownership could face greater financial pressure in retirement, reduced spending power and fewer opportunities to build wealth, says a UNSW economist. For generations of... Read more continue reading

Retirement confidence flatlines as fear of running out grips three in five Australians

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Australia’s retirement confidence has barely shifted over the past year, with the rising cost of living and fear of running out of money leaving almost half the population financially insecure... Read more continue reading

CPD: Permission to spend – why having enough isn’t enough in retirement

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The retirement spending puzzle In 2014, US researcher David Blanchett coined the term ‘retirement spending smile’[1], a concept that has since become embedded in mainstream retirement incomes thinking around the... Read more continue reading

‘Am I going to be okay?’ Reassurance overtakes retirement as top reason Australians seek financial advice

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“Am I going to be okay?”, is increasingly the question Australians are asking their financial adviser, as rising costs, family pressures, negative news cycles and economic uncertainty are overwhelming clients... Read more continue reading

45% of Australians lack basic financial literacy. Why does it matter?

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8.5 million Australian adults[1] lack basic financial literacy, representing about 45% of the adult population. While Australia ranks among the top 10 countries globally for financial literacy, many people still struggle... Read more continue reading

MLC research shows retirement confidence is impacting Australian workplaces

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New research from one of Australia’s largest super funds, MLC, shows retirement confidence is already shaping how Australians experience work today, with implications for wellbeing, productivity and workforce dynamics. Findings... Read more continue reading

Mindset over money key in retirement

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Australian retirees have more choice and control over retirement outcomes than they realise with lifestyle being determined not only by super balance but by mindset, confidence, and purposeful spending goals,... Read more continue reading

Wealthy investors embrace AI for their finances but 7 in 10 are loyal to their adviser

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High-net-worth (HNW) Australians have enthusiastically adopted artificial intelligence to help manage their money, but the vast majority still want a human adviser firmly in the loop, according to new research... Read more continue reading

Fear, FOMO, and overconfidence: New report by CMC Markets reveals the psychology behind trading decisions

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In an era of unprecedented access to market information, investor success is increasingly determined not by what investors know, but by how they behave, according to a new report from... Read more continue reading