SUPERANNUATION AND RETIREMENT INSIGHTS

Free report: How to balance cost of living and save for retirement

Amidst rising expenses that touch every aspect of daily life, our research reveals the critical juncture at which Australians stand balancing today's financial pressures with tomorrow's financial security.

Don’t let the cost-of-living bite twice. Australians are finding themselves caught between navigating the immediate pressures of the cost-of-living crisis and the need to secure their long-term retirement savings. In this free report you’ll:

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Gain crucial insights into how the cost-of living crisis impacts investment and savings goals.
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Learn about the generational divide in superannuation and its implications for financial stability.
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Discover the powerful impact of financial advice on superannuation literacy and confidence.
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Explore recommendations for generational financial planning.
Superannuation and retirement report

The cost-of-living crisis and investment shifts.

Navigating a delicate balance between immediate financial needs and future wealth building, Australians are shifting their investment priorities and overestimating superannuation balances required for a comfortable retirement.

More than 4 in 5 Australians (81%) report a shift in investment and saving goals.
For a comfortable retirement
COMPLIMENTARY DOWNLOAD

Balancing today's financial pressures with tomorrow's financial security.

Don't let the cost-of-living bite twice.

Australians are finding themselves at a pivotal crossroads – caught between navigating the immediate pressures of the cost-of-living crisis and the need to secure their long-term retirement savings.

With the projected superannuation balances Australians think they require for a comfortable retirement far exceeding the ASFA Retirement Standard, it’s clear the rising cost of living has impacted confidence. And it’s amidst this backdrop that 81% of Australians are recalibrating their investment and retirement income strategies, unaware of the full power of superannuation in securing their future prosperity.

The research delves into investment priorities, underscores the value of financial advice, and emphasises superannuation's pivotal role in fostering financial stability and well-being.

Find out more inside and get started with your report.

Superannuation as a key to future prosperity

Superannuation as a key to future prosperity

Superannuation, while recognised as a cornerstone for future security by a significant portion of the population, reveals a stark generational divide in its perceived importance.

Almost a quarter of Australians rank superannuation as the most important type of investment for lifetime wealth building. Yet, this preference varies significantly across generations, with only 13% of Gen Z viewing superannuation as a key investment, compared to 40% of Baby Boomers.

Navigating uncertainty with informed decisions

Navigating uncertainty with informed decisions

More than four in five Australians are exploring investments beyond superannuation to diversify their investments, showcasing a broad recognition of the need for a well-rounded portfolio.

However, with less than two thirds of Australians feeling confident about managing and growing their superannuation, it is essential that Australians take action now to improve this or risk paying the consequences in retirement.

SECURE A FINANCIALLY STABLE FUTURE

Turn your superannuation into a powerful ally for a secure retirement.

Gain access to expert insights, actionable strategies, and data-driven findings to help you on the path to a comfortable retirement, even in the face of economic uncertainties.

Superannuation and retirement report