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Wealth transfer on hold: Boomers reluctant to down-size, content to wait

The data is a reminder that while this enormous shift of wealth is imminent, it won’t happen before its time. According to AMP, more education about the options available might instigate the process.

Tahn Sharpe | 5th Jun 2024 | More
Not all retirees impacted equally by cost of living surges: ABS

The cost of living increased across all indexes in the March 2024 quarter. But while employee households carried the brunt of higher prices, self-funded retirees emerged relatively unscathed according to the Australian Bureau of Statistics.

Staff Writer | 13th May 2024 | More
  • Retirement confidence has nothing to do with markets, but cost of living does

    Markets may have outperformed in 2023 after a dour 2022, but it wasn’t enough to lift confidence in retirement as cost of living pressures continued to cloud the financial future of many Australians.

    Staff Writer | 22nd Jan 2024 | More
    Is the F.I.R.E. retirement plan foolproof or foolhardy?

    Diligence and frugality can lead to wonderful retirement outcomes, writes Alteris Financial Group senior adviser Jaxon King. But if the journey to retirement is bleak, it could sap the joy out of reaching the destination.

    Jaxon King | 2nd Nov 2023 | More
  • Australia jumps to fifth in Mercer’s Global Pension Index

    Higher mandatory contributions and increased pension assets helped Australia improve on its 2022 score in Mercer annual index, and move up a spot in the 47-country ranking. Yet the research cited room for improvement.

    Staff Writer | 27th Oct 2023 | More
    Older and increasingly wealthier: The changing face of retirement

    Australians are retiring much later and with more in their retirement coffers than ever before, according to the ABS, with a confluence of factors behind the trend.

    Tahn Sharpe | 18th Sep 2023 | More
    Generation Life gets flexible on annuity product after adviser consultation

    While the need for retirement income solutions is great enough to be mandated in some corners, the local annuity market remains a tough nut to crack. So Generation Life has reached out to advisers and a host of others for input into its product offerings.

    Staff Writer | 21st Aug 2023 | More
    FSC maps out alternative super spending path for retirees

    The Financial Services Council commissioned the Retirement Income Policy Roadmap to help the superannuation system put greater emphasis on the drawdown phase. Industry leaders say the biggest hurdle is a deeply entrenched fear of running out of money.

    Lisa Uhlman | 28th Jul 2023 | More
    ‘Not aligned to reality’: Tomorrow’s retirees want $99K per year in today’s terms

    Working Australians aren’t getting real when it comes to plausible retirement ages and income levels, according to data from Vanguard, with a new report suggesting expectations get closer to reality as retirement draws near.

    Tahn Sharpe | 11th May 2023 | More
  • Australians’ retirement angst running high as economy wobbles

    Sentiment around retirement prospects is declining across the board in Australia, with millionaires almost as likely as less affluent investors to believe it would take a miracle to retire securely. Recent reports highlight the correlation between the new economic uncertainty and reduced confidence in a comfortable retirement.

    Lisa Uhlman | 21st Nov 2022 | More
    Share falls and higher rates bite into superannuation balances

    Australians should be putting more money into superannuation and diversifying out of property, some say, even as super performance remains a question mark.

    Nicki Bourlioufas | 10th Nov 2022 | More
    Australians expect $200K retirement savings gap as FORO concerns grow

    Higher rates and the cost of living, on top of global events, have contributed to increased Fear Of Running Out across the country. Yet the level of concern may be relatively unfounded, AMP reports.

    Tahn Sharpe | 5th Oct 2022 | More