Study reveals Age Pension is not enough – even for homeowners

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With inflation pushing living costs higher, covering daily expenses and planning for the future continues to be a major concern for older Australians, according to new research by National Seniors... Read more continue reading

Australians more pessimistic about their financial future, as satisfaction with standard of living continues to decline

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The proportion of Australians satisfied with their standard of living continues to decline as cost-of-living pressures remain consistently high, the latest wave of the Ipsos Financial Circumstances Report has found. This finding... Read more continue reading

Australians overlooking value of mateship in era of uncertainty

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Key Points 90% of Australians say we are living through an era of rapid change; over a third of Australians (34%) say uncertainty keeps them from living a full life... Read more continue reading

Why set up an ongoing charitable trust rather than a regular trust before you die?

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While Australians are generous with their money while they are alive, they are missing the opportunity to keep on giving when they have passed away, sometimes even leaving their inheritance... Read more continue reading

How advisers can better navigate the rise of wealthy female investors

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There have been significant changes over the past few decades with respect to female participation in the workforce and higher education – and indeed in investing, notes AUSIEX. Although females... Read more continue reading

Term deposit savers likely to turn to private credit as term deposit interest rates drop

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The big banks have started to cut interest rates on term deposits as bond yields plummet around the globe, which could push investors into higher yielding fixed-income assets such as... Read more continue reading

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