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Showing 31 - 40 of 80 results for %22Intergenerational wealth%22

Indigenous foundation teams up with super funds

ELIZA BAVIN  |  TUESDAY, 7 JUL 2020
... recession. "The opportunity if we get this right is enormous. Superannuation can act as vehicle that creates intergenerational wealth for Aboriginal people. But to have an impact on this scale we can't do it alone. We need super funds and industry bodies ...

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
... the ones to benefit from cash management services. "And you think of that group and then the amount of intergenerational wealth that we expect to happen over the next sort of 10 to 20 years, it's quite a significant group." McArdle said advisers may ...

Actuaries Institute appoints 2020 president

ALLY SELBY  |  MONDAY, 9 MAR 2020
... deal with emerging risks such as climate change and mental health." Bui hopes to deliver major papers on intergenerational wealth and equity and the gig economy during her term. She also expects to contribute to discussions on data and ethics. "Data ...

Perpetual to build US distribution

KANIKA SOOD  |  FRIDAY, 31 JAN 2020
... vital stage in the evolution of responsible investing. Investor demand, in part driven by the largest intergenerational wealth transfer in history, regulatory change and greater certainty about the positive correlation between ESG and long-term financial ...

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... "Parents aspire to be the 'Bank of Mum and Dad' and provide financial support to their children. But intergenerational wealth transfer needs to be responsible. Boomers must make sure their own needs are met before trying to assist their loved ...

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
Despite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. New research from Perpetual shows 56% of Australians do not have a will in place, with 53% of parents admitting ...

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
... said there was "actually a really wide range of topics" HNWs were looking for advice on, including ETFs and intergenerational planning. "ETFs are a popular one because the great thing about ETFs for high net worths is the low cost access to whatever ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... gap for HNWIs and UHNWIs. Morgan said this includes developing optimal investment strategies, managing intergenerational wealth transfer efficiently and diversifying into non-traditional investments and asset classes.

FCA stokes intergenerational wealth debate

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
The Financial Conduct Authority published an intergenerational wealth discussion paper in the hopes of igniting debate over how the financial services industry should respond to the nation's shifting demographics. The discussion paper poses a series ...

Labor franking credit changes fair but not the best: Grattan

KANIKA SOOD  |  MONDAY, 26 NOV 2018
... demographics will exert pressure on the tax base. The opposition's policy could also help wind back the growing intergenerational transfers in our tax systems, the researchers said. However, Labor's policy reduces the incentive for retirees to ...