Search Results | Showing 1 - 10 of 80 results for %22Intergenerational wealth%22 |
| | ... male-dominated industries. "Women are accumulating their own assets and investments, while also benefiting from intergenerational wealth and Baby Boomer business transfers," the research said. "Together with higher divorce rates, especially among older ... |
| | | ... SMSF accounts declined. Perhaps unsurprisingly, generation X - those likely to inherit the bulk of the intergenerational wealth transfer - were the biggest cohort among the advised investors opening new SMSF accounts. Their share of new accounts rose ... |
| | | ... The taskforce said it has made its recommendations with the aim of not creating new or exacerbating existing intergenerational equity issues. It has therefore recommended older people make a co-contribution to the cost of their aged care based on their ... |
| | | Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ... |
| | | ... they need to know - whether they are wholesale or a retail client". The firm is anticipating a large intergenerational wealth transfer that will require advisers' attention. "A large part of my client base are retirees, so we are working with them ... |
| | | ... Australian baby boomers, supported by large super balances and record house prices, is predicted to cause a great intergenerational transfer of wealth," Silvy said. "The low-cost and tax-effective nature of investment bonds means they can play an important ... |
| | | ... not intended to be a wealth transfer tool, and the tax implications can be an issue when its used as an intergenerational wealth transfer vehicle to transfer wealth to non-dependents, it said. The research also found that saving for a happy retirement ... |
| | | ... generations. "Now established income earners, Gen Ys are on the verge of receiving unprecedented levels of intergenerational wealth via inheritance or gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," ... |
| | | ... Despite a reticence to seek guidance, HNWIs acknowledged "a need for advice" with inheritance and estate planning, intergenerational advice, and aged care ranking. Praemium said the need for advice in these areas is now at its highest in the three years ... |
| | | ... broader audience must leverage innovative technology," he said. "We are in the earliest stages of the greatest intergenerational transfer of wealth in history, with $3.5 trillion of wealth passing through the generations over the next two decades, strategic ... |
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