“How long will my retirement last?” Longevity insights

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TAL actuaries specialising in retirement have done a deep dive into Australian life expectancy data – uncovering the truth about 5 commonly held life expectancy myths (“the age my parents or... Read more continue reading

EOFY investor checklist: 5 smart strategies before 30 June

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As the 2024-2025 financial year draws to a close, Australian investors have a valuable window to sharpen their tax strategies, rebalance portfolios, and set the foundations for the year ahead.... Read more continue reading

Global Wealth Report 2025: Wealth growth accelerated in 2024

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In a year marked by shifting economic tides, the world’s wealth landscape continued to evolve. The 2025 edition of the UBS Global Wealth Report reveals not only a 4.6% rise... Read more continue reading

Retirement optimism and confidence levels at a 5-year high for Australians

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The 2025 edition of State Street Global Advisors’ Global Retirement Reality Report reveals Australians are significantly more optimistic and confident about their retirement this year, with levels reaching a five-year high,... Read more continue reading

Advice critical to support HNW investors’ appetite for alternatives

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New research from Praemium has revealed a surge in appetite for alternative assets. Just under a quarter of Australia’s high-net-worth (HNW) investors (22%) are already allocating to the asset class... Read more continue reading

Financial advisers remain #1 source of information for Australian investors

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HSBC’s fourth Investor Insights Survey[1] has shown that Australians are increasingly seeking investment information (2025: 92%, 2024: 85%) with financial advisers being the number one trusted source. Donahue D’Souza, Head of Investments... Read more continue reading

Research reveals Australians happy in retirement but pre-retiree confidence is waning

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Australians are living a happy retirement, but for those approaching retirement the picture is less certain. New data from the Challenger Retirement Happiness Index, released yesterday, shows preretirees are feeling... Read more continue reading

Why tailored retirement income strategies matter for advisers

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More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these... Read more continue reading

Fidelity International research: Majority of Australians concerned about implications of inheritance

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With $3.5 trillion dollars expected to transfer between generations in the next 20 years as part of the great wealth transfer, many Australians expect to receive some form of inheritance... Read more continue reading

Risk and retirement

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Australian retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article from Allianz Retire+ explores these risks and the potential financial and emotional impacts on... Read more continue reading