Navigating inheritance complexities and estate planning challenges amidst a $3.5 trillion wealth transfer

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The intergenerational wealth transfer currently underway will have a significant impact on estate planning, says Craig Brooke, CEO of KeyInvest, an independent member-owned mutual friendly society. He notes the Productivity... Read more continue reading

Zurich Australia convenes inaugural mental health roundtable

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Zurich Financial Services Australia (Zurich) recently convened the inaugural meeting of its Mental Health Roundtable, a bi-annual forum of key academic, clinical and civil society representatives to discuss key trends... Read more continue reading

Consumer sentiment ticks up but pessimism still dominates

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The Westpac–Melbourne Institute Consumer Sentiment Index rose 2.8% to 85 in August from 82.7 in July. Westpac Senior Economist Matthew Hassan said: “Consumers breathed a small sigh of relief in... Read more continue reading

Intergenerational wealth transfer to women poised to bridge gender gaps in Australia’s Private Wealth sector

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Australia’s private wealth sector must deepen its commitment to attracting and developing future female investment advisers to meet the changing demands of clients, with women set to be the primary... Read more continue reading

Sharp rise in living costs for retirees and employees could force investors into higher yielding assets

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A rise in living costs as revealed by new data from the Australian Bureau of Statistics today could force retirees and other investors to seek higher returns from fixed income... Read more continue reading

Macquarie University and Challenger partner on Australia’s first retirement income study on customers

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An Australian first study from Macquarie University’s School of Psychological Sciences has revealed mental health, enjoyment, and financial security are key benefits to incorporating guaranteed income and annuities into retirement... Read more continue reading

Talking ‘bout my generation: under 40s and their parents not communicating on intergenerational wealth matters

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Key points Most under 40s haven’t spoken to their parents about wealth transferral Under 40s not relying on ‘bank of mum and dad’, despite housing unaffordability fears Half of under... Read more continue reading

Young Australian investors upbeat about their financial prospects

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today released the results of its 2024 ETF Impact Survey, which found that despite the domestic... Read more continue reading

Surge in online investing driven by young investors and bullish sentiment

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Investment Trends has released the 30th semi-annual edition of its 2024 Australia First Half Online Investing Report, revealing critical insights into the evolving landscape of online investing and identifying significant... Read more continue reading

Mental overload often results in poor investor decisions: Advisers are key role to overcoming investor biases

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Investors often rely on mental shortcuts and biases to manage their investments but these can result in poor decision-making and behaviour that can have a long lasting impact on their finances;... Read more continue reading