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Showing 1 - 10 of 495 results for "Baby"

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
... concerning is Australia is entering its largest intergenerational wealth transfer on record, with the acceleration of the baby boomer cohort driving increased demand for advice as more investors seek to structure, protect and transition their wealth ...

Insurance premiums to drop for HESTA members

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
... enhancing its group insurance offering, waiving insurance fees for members on parental leave for up to 12 months. Where a baby is born before 37 weeks, this can be extended to 24 months. It will also no longer automatically exclude disabilities related ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
With more Baby Boomers reaching retirement age, many business owners are urgently looking for the exit but finding they've left their planning too late. Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between 62 to 80, are expected to cause the most disruption as 75% said they would switch advisers ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... over the coming decades, according to new research from Finder. As much as $5.4 trillion in assets is expected to shift from Baby Boomers to younger generations by 2050. Finder personal finance expert Sarah Megginson said wealth transfers are large and ...

Virgin Money Super increases administration fees

MATTHEW WAI  |  FRIDAY, 13 FEB 2026
... a flat fee of $58. The asset-based fee may be reduced to 0.074% p.a. if the member is eligible for the Virgin Money Super Baby Break. Although other administration costs will also be increased from 0.002% to 0.03%, the cost is deducted from the member ...

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
... advice in the short term, is by embracing the latest tools in artificial intelligence (AI). "By the end of the decade, every Baby Boomer will be retired. There are currently 7.32 million Australians aged over 55 and the average age at the moment of retirement ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... retirement savings like never before...this trend is in stark contrast to the dramatic drop in new fund establishments by Baby Boomers," said Ciara Conway, general manager of super at Stake. Conway noted that the rising adoption of SMSFs by young people ...

Retirement expectations of young Australians surge

ANGELIQUE MINAS  |  THURSDAY, 18 SEP 2025
... mortgage debt. Over 36% of Millennial respondents expect to retire with mortgage debt, compared to 27% of Gen X and 24% of Baby Boomer participants. Contradicting these concerns, the research shows that two-thirds of retirees own their homes and only ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... to use a financial adviser to better utilise their inheritance. "Trillions of dollars are estimated to be transferred from Baby Boomers across the US, Europe, and developed Asia to younger generations in coming decades," Henriques said. "Millennials ...
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