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Showing 1 - 10 of 62 results for "Generation X"

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... uncertainty and ongoing changes to tax and super regulations reinforces the need for personalised advice. Nearly 59% of generation X said they plan on leaving their benefactors' adviser, while 61% of millennials plan to make the switch. "With no two ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... complexity. One example that came up time and time again in interviews for this feature was the fact that younger people - Generation X and Millennials - are more likely to have used illicit substances than older generations. According to the 2022-2023 ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... And yet most retirees don't, and that is because so many of them lack confidence in their retirement finances. Generation X, those born between 1965 and 1980, will retire with the largest superannuation balances of any generation so far, but recent ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... International found. In the next 20 years, Australia is on track to transfer $3.5 trillion between generations, with Generation X set to be the winner throughout. Generation X, aged between 44 and 59, are likely to be the "greatest beneficiary" of the ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... The report found this was mostly driven by male millennials. By contrast, there was a year-on-year decline in new Generation X female SMSF accounts. On the self-directed side, Generation X increased its share of new accounts year-on-year, up to over ...

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 ...

Financial services experiencing 'workforce transformation'

ELIZA BAVIN  |  MONDAY, 12 AUG 2024
... challenges and opportunities of intergenerational leadership," Profusion said. The whitepaper said baby boomers and generation X are starting to transition out of the workforce and into retirement, seeing millennials taking on more leadership positions. ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
Generation X - the next in line to retire - is worried about running out of money, or not having enough to retire at all, according to new research by Natixis Investment Managers. The research, conducted in collaboration with CoreData Research, found ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... advised clients as the number of self-directed investors opening 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 ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ...
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