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Showing 1 - 10 of 730 results for "Younger"

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... how inheritance must be used, while only 79% around the world have done so. Henriques said given the larger capital the younger generation is receiving, it would be beneficial for them to use a financial adviser to better utilise their inheritance. "Trillions ...

Up to two million Aussies could face super tax: FSC

MATTHEW WAI  |  FRIDAY, 6 JUN 2025
... three times Labor's proposition. Ultimately, the FSC saidthe decision to index the tax will impose "significant impact" on younger Australians. FSC chief executive Blake Briggs said it is important for the government to consider the future implications ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
... their needs, from simple to complex. From this, CFS sees an opportunity to build scaled offerings to meet demand for the younger cohort and those with simpler advice needs. It added that 26% of Australians who had previously received advice said they'd ...

COVID 'masked' issues at core of productivity problem: PC

ELIZA BAVIN  |  THURSDAY, 29 MAY 2025
... and resources needed to get the most out of work - did not keep pace with the growth in hours worked. Additionally, many younger and less experienced workers joined the workforce during the period. Those workers required time to gain the skills and experience ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... allowing consumers to adjust their movements along the advice continuum as their needs change. Entireti chief executive Neil Younger said the industry has a social and moral obligation to share its knowledge and collaborate to make quality advice accessible ...

Future Fund muscles past annual target return, lags in March quarter

ANDREW MCKEAN  |  TUESDAY, 6 MAY 2025
... Chalmers, "that model has now been decisively overhauled." With public debt soaring, a housing crisis that's hitting the younger generation, and a climate emergency demanding decisive action, Global SWF said the Labor government is repurposing the ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... HSBC survey also found that Australian investors now think they need more money to start investing compared to last year. Younger Australians believe they need more than $20,000 to start investing. They are also monitoring their investments more frequently ...

Webull launches SMSF account offering

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... Securities Australia has launched a self-managed superannuation fund (SMSF) account offering, targeting cost-conscious younger investors. Webull's SMSF offering has no monthly fees and features commission-free trading on ASX and US-listed exchange-traded ...

Super for housing would benefit 4% of homebuyers: ASFA

MATTHEW WAI  |  TUESDAY, 8 APR 2025
... pay higher repayments on bigger mortgages for longer, worsening housing affordability and cost-of-living pressures on younger Australians," Schubert said in response. "And if people retire with less super, that will also push up Age Pension costs - a ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... remains some concerns. "Much of the commentary has been focused on the positives of an inheritance and how this could help younger Australians with issues such as housing affordability. However, it is clear that there are also some concerns," Jackson ...
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