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Showing 71 - 80 of 272 results for "Baby Boomers"

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... earning more than $130,000 (55.1%) are far more likely to seek financial advice. The next most likely demographic is baby boomers (18.5%), followed closely by over-50s (16.6%) and pre-boomers (15.8%). This is followed up by those in the AB Socio Economic ...

What the 2018 Budget means for you

DARREN SNYDER  |  TUESDAY, 8 MAY 2018
... From 1 July 2019, new Age Pension means testing rules will also be introduced for pooled lifetime income streams. Baby boomers were also a beneficiary from the Budget. Under Scott Morrison's proposed $259 million package, working baby boomers who also ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
Working baby boomers who also receive age pensions will now be able to earn up to $300 a fortnight before the Government starts to trim their pension payments. The 2018 Budget initiative formed part of Treasurer Scott Morrison's $258.6 million baby ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... careful financial structuring to protect the transfer of wealth from one generation to the next." Glinac added that baby boomers should consider using structures such as bonds, which safeguard wealth to ensure it gets passed to the next generation effectively. ...

Millennials faring well financially: BTFG

HARRISON WORLEY  |  MONDAY, 23 APR 2018
... generations to rely on professionals when making wealth management decisions, compared to the 26% of Gen X and 24% of Baby Boomers. Millennials are also attempting to protect against more volatile times, with 51% having saved the income of at least one ...

SMSFs ceding ground to direct investors in the ETF market

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
... currently use or intend to use ETFs in the coming year, 38% were millennials, followed by generation X (32%) and baby boomers (27%). Similarly, the average age of an ETF investor five years ago was 56, while those investing within the last year had an ...

Copia appoints new CFO from Mutual Trust

ALEX BURKE  |  MONDAY, 19 FEB 2018
... way. This is to ensure that investors have more for longer. "We are entering an era where people, largely ageing baby boomers, will redefine their investment needs and will demand a different investment approach. Investors approaching retirement or who ...

O'Dwyer proposes TRIS changes

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... technical services manager Chris Chow says what was once a cornerstone of tax minimisation strategies for wealthy baby boomers, the changes to the concessional tax treatment of a TRIS has significantly changed the financial advice landscape. "The changes ...

Super funds that embrace change will prevail: DST

ALEX BURKE  |  TUESDAY, 30 JAN 2018
... world. DST suggested super funds and insurers are collectively challenged by two key issues: the rising number of baby boomers entering retirement and the general trend towards higher life expectancies in the country. "These two factors are placing pressure ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... specialising. "When we first started advising Gen-Y we also owned a private client business that focused on helping HNW baby boomers. We soon identified that all elements of the advice process from marketing to educating, to fact finding, to investing ...