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Showing 1 - 10 of 101 results for "Gen X"

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
... establishment and throughout its lifecycle. "The SMSF sector continues to thrive, gaining momentum among Millennials and Gen X as a key growth opportunity, while also attracting emerging interest from Gen Z and Alpha. This is despite the proposed Division ...

Retirement expectations of young Australians surge

ANGELIQUE MINAS  |  THURSDAY, 18 SEP 2025
... retiring with 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 ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... Australia, wealth holders invest even less (29%) of their inheritances than their global peers (33%). As a result, 65% of Gen X and Millennial inheritors said they have regrets about how they have used their inheritance money, with nearly two in five ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... carefully tailored advice from advisers to retain trusted relationships. It said, "advisers should be mindful" that 56% of Gen X investors and 47% of millennials indicate volatile market conditions prompt them to take greater control of their portfolios. ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
Generation X and Millennials collectively drove about 85% of new self-managed superannuation fund (SMSF) establishments for the six months to 31 December 2024, according to a new report from Class. The total value of the net assets administered on Class ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... 1997 and 2012) have used the fund's app in the past year to manage their super. This is 50% more than the number of Gen X and Baby Boomers (aged 60 years old and over). About three quarters (78%) of the fund's members believe engaging with their ...

Investment habits of the generations revealed

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
... they were confident evaluating investment opportunities, although Gen Z and Gen Y reported even greater confidence than Gen X. Younger investors are also more likely to have a higher risk tolerance, which is in line with their investment horizon but ...

'Alarming' figure in retirement research

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... the second biggest supporters of the superannuation system (89%) after Baby Boomers (93%). The Silent Generation (87%), Gen X (84%), and Millennials (83%) were not far behind, with all generations declaring strong support for Australia's super system. ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... Australia, found that 67% of the so-called 'Xennial' generation - those born in 1976-1982, on the cusp of the Millennial/Gen X divide - earned more than their parents did at a similar age. "In Australia, a 10 percentile rise in a parent's rank in the ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... worries over inflation and debt were primarily shaping Generation X's fears about retirement. Nearly seven out of 10 (69%) Gen X investors said inflation has hurt their ability to save for retirement, and more than half (55%) reported saving less due ...
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