Australian household wealth hits high at $19.2 trillion, lifted by record property and cash assets

From

Australian household wealth hit an all-time high of $19.21 trillion in the March 2026 quarter, boosted by record property and cash investments, which sat at $12.98 trillion and $2.0 trillion, respectively, new data... Read more continue reading

A shift in tax‑effective philanthropy advisers shouldn’t miss this EOFY

From

End of financial year has traditionally been framed as a moment to minimise tax. Increasingly, however, it is becoming something more meaningful – a moment when clients are open to... Read more continue reading

The $5.4 trillion conversation you’re not having with your clients

From

There’s a quiet revolution building in Australian wealth management, and advisers sit at the centre of it. Over the next two decades an estimated $5.4 trillion will change hands across... Read more continue reading

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

From

The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, found an 8.7% increase in global high-net-worth individual1 (HNWI) wealth in 2025, reaching a record USD 98.3 trillion... Read more continue reading

Australians approaching retirement are financially engaged, but many have not prepared for life after work,

From

What I Wish I Knew About Retirement reveals opportunity for super funds to meet demand for income certainty and help more Australians retire with confidence The second edition of TAL’s What I... Read more continue reading

Federal budget uncertainty strengthens the case for June 30 giving

From

Australians considering charitable giving before the end of the financial year should not be put off by uncertainty surrounding the proposed tax changes in the Federal Budget, Judith Fiander, Australian... Read more continue reading

Colonial First State research reveals the significant mental load Australians carry ahead of retirement

From

New research from CFS reveals Australians approaching retirement are carrying a significant mental load, with many uncertain about their financial readiness and whether they’ll achieve a comfortable retirement. Now in its third... Read more continue reading

CPD: Thinking outside the box – providing a loved one a paycheque for life

From

Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In... Read more continue reading

Australia’s forgotten generation: Half of Gen X say they feel “invisible” and most are barely coping

From

Generation X – those born between 1965 and 1980 – is doing much of the heavy lifting in Australian society – raising families, caring for ageing parents and keeping the... Read more continue reading

The trustee decision that can protect a child’s financial future for decades

From

When a child receives a life-changing compensation payout or trust, the decisions made in the months that follow can shape their financial security for life. For many families, these moments... Read more continue reading