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Showing 1 - 10 of 95 results for "Inheritance"

Almost half of Aussies not making voluntary super contributions

VINNY VUCAGO | THURSDAY, 4 JUN 2026

Almost half of Australians have never made an additional contribution to their superannuation potentially missing out on a significant opportunity to boost their retirement savings according to new research from Vanguard Australia. The research found ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI | MONDAY, 20 APR 2026

... Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN | WEDNESDAY, 1 APR 2026

... when it comes to planning what will happen once they're gone. An estimated 13.7 million people expect to leave an inheritance over the coming decades, according to new research from Finder. As much as $5.4 trillion in assets is expected to shift ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN | WEDNESDAY, 5 NOV 2025

... them, which was cleared a long time ago. "Now they have a couple of million in super and they are about to get an inheritance, so it's really cool to have those discussions across decades with the same people and know they are moving in the right ...

Super a 'taxpayer subsidised inheritance scheme': Grattan

ELIZA BAVIN | TUESDAY, 24 JUN 2025

... that one third of all withdrawals from super will be via bequest. So, it's really turned into a taxpayer subsidised inheritance scheme." Grattan deputy program director of housing and economic security Joey Moloney added that the Albanese government's ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI | THURSDAY, 12 JUN 2025

... 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 wishing they had invested more. Still, just 20% engaged a financial adviser. "Our study ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI | FRIDAY, 4 APR 2025

... over $500,000. Comparatively, only 20% of Millennials, aged between 29 and 43, are expected to receive this level of inheritance. The number drops to 13% for Generation Z, aged between 18 and 28. This follows a recent study compiled by Natixis which ...

Aussie billionaires make $67k per hour: Oxfam

KARREN VERGARA | WEDNESDAY, 22 JAN 2025

Australian billionaires earn $67,000 an hour, according to a new report from Oxfam, which is 1300 times more than what everyday workers make. The 47 billionaires based in Australia saw their wealth rise by more than 8% or $28 billion last year, the ...

$3m super tax will level playing field: Australia Institute

KARREN VERGARA | TUESDAY, 21 JAN 2025

... benefits of these tax concessions," Jericho said. "There is no public good from tax concessions which only go towards inheritance. It is not the role of government to reduce taxation for the richest so they can pass on wealth to their children - especially ...

More guidance crucial for aged care transitions: AMP

MATTHEW WAI | MONDAY, 25 NOV 2024

... financial literacy at all ages, and a simplified retirement system. "Relocating to an aged care facility, gifting and inheritance are all areas where an adviser can make a meaningful difference to more Australians in and near retirement."

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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