Iress Warns 59% of Australians Lack Financial Capability Amid $5.4 Trillion Wealth Transfer

Reuters
11/27
Iress Warns 59% of Australians Lack Financial Capability Amid $5.4 Trillion Wealth Transfer

Iress Limited, in collaboration with Deloitte Access Economics, has released a new report titled "The Big Lift," analyzing the state of financial capability among Australians. The study reveals that 59% of Australians possess low levels of financial capability, with only 17% reaching advanced proficiency. The report highlights the imminent $5.4 trillion intergenerational wealth transfer expected by 2050 and warns that many younger Australians lack the necessary skills to manage this wealth, making them susceptible to poor financial decisions and scams. Iress emphasizes the need for collective action across the financial services industry, encouraging advisers and super funds to embrace digital advice solutions, simplified products, and enhanced financial education. The report suggests that improving financial capability can boost national economic resilience and create significant growth opportunities for financial advisers and institutions.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. IRESS Limited published the original content used to generate this news brief on November 26, 2025, and is solely responsible for the information contained therein.

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10