CoreData

CoreData CoreData is a global research, consulting and panel business based in Sydney, Australia.

CoreData Research provides clients with both bespoke and syndicated research services through a variety of data collection strategies and methodologies, along with consulting and research database hosting and outsourcing services. In recent years CoreData Research began a global expansion into America, Africa, Asia and Europe. The CoreData Group (www.coredata-group.com) has operations in Australia

, the United Kingdom, the Philippines and the United States. It also has associates working for the business in Malta, Mexico, Singapore and South Africa. The group’s expansion means CoreData Research has the capabilities and expertise to conduct syndicated and bespoke research projects on six different continents, while still maintaining the high level of technical insight and professionalism our repeat clients demand. CoreData Research provides both business-to-business and business-to-consumer research, while the group’s offering includes market intelligence, guidance on strategic positioning, methods for developing new business, advice on operational marketing and other consulting services. CoreData Research prides itself in identifying market trends at the earliest opportunity and formulating insightful quantifiable research that clients can use to help them stay ahead of the market and better meet the day-to-day challenges facing their businesses. Specialties
Global behavioural and strategic insight, business intelligence, market analysis, primary and secondary research, in-depth analysis, business impacts of macro events, commercial foresight

02/06/2026

Cryptocurrencies like Bitcoin have long represented the vanguard of democratising financial assets that were previously exclusive to institutional investors. And this trend isn't slowing down.

In this clip from the Conversations with CoreData podcast, researcher Anna Vennonen and OKX CEO Kate Cooper discuss how tokenisation and other new technologies are giving retail and small investors access to entirely new opportunities for investing.

🎥 Watch the full episode here: https://youtu.be/BzuRtKBQs34

31/05/2026

Generative AI (GenAI) is becoming an integral part of financial decision-making. As of Q1 2026, over two-thirds of investors are currently using AI to support their investment decisions.

While the usage of AI is skewed towards younger investors, its use spans across all age groups - with almost a third of investors 60 years and above using GenAI - indicating its growing importance in financial decision-making in modern investing.

Investors are primarily using GenAI to explain market trends and financial concepts, reflecting an appetite to improve financial literacy. Beyond education, investors are also turning to GenAI to compare investment products and streamline their decision-making.

Ultimately, the data points to one consistent conclusion: that GenAI is proving its value among investors and becoming increasingly embedded in the way they make financial decisions.

For more insights, become a member of the CoreData community: https://poe-au.coredata.com.au/

24/05/2026

The last several years has seen a dramatic rise in the number of Australian's looking to set up a self-managed superfund. Yet our newest data reveals a surprising trend.

In this clip from our latest podcast, Anna Vennonen and OKX CEO Kate Cooper discuss the demographic shift happening in the SMSF landscape as young Australians embrace digital assets and greater control of their retirement outcomes.

🎥 Watch the full episode here: https://youtu.be/BzuRtKBQs34

17/05/2026

While the adoption of GenAI tools is not yet popular amongst members in the superannuation industry, its value exists in addressing simple and quick member enquiries.

About 1 in 3 Australians aged 45 years and over who uses GenAI, are using it to ask superannuation and retirement related questions, with a quarter using it in the past three months.

Amongst those who have used GenAI for superannuation and retirement related questions, 60% found it more useful than their fund’s website. This suggests that GenAI information is more effective in resolving member's questions and enquiries compared to existing digital channels.

Members who found the information from GenAI more useful, mostly use it for quick answers, exploring options, and seeking further explanation on complex topics. This highlights an opportunity for funds to leverage GenAI in addressing simple, everyday enquiries, providing members with more accessible and convenient ways to find the information they need.

The question for funds is no longer whether GenAI has a role in superannuation, but how to introduce it in a way that demonstrates its value to members.

For more insights, become a member of the CoreData community: https://poe-au.coredata.com.au/

10/05/2026

The retirement savings benchmark is rising, and for many Australians, keeping pace is becoming increasingly difficult.

Since 2023, the average amount Australians estimate they will need for retirement has grown 35%, with $1M now considered the minimum rather than the goal. Almost half of pre-retirees doubt they have enough saved for retirement; however, this concern is felt more acutely by women than men

The data highlights a clear opportunity for financial advice to make a meaningful difference. Pre-retirees who work with a financial adviser are more than twice as likely to feel confident they will have enough money to retire compared to those without one. This is a finding that speaks directly to the one of the many values advisers bring in; that is helping clients navigate financial complexity and build confidence in their long-term outlook.

In an environment where retirement expectations are rising and financial pressures are real, professional financial advice is a practical tool to help Australians close the gap between where Australians are and where they need to be.

For more insights, become a member of the CoreData Community: https://poe-au.coredata.com.au/

03/05/2026

More than 1 in 4 advisers are not confident their licensee is focused on their needs, goals, or career growth. At the same time, just half agree their licensee does enough to find new advisers and expand the network.

This signals a clear disconnect between how licensees believe they are supporting advisers and how that support is actually experienced.

Ideological differences and leadership concerns are among the most commonly cited reasons for switching licensees, suggesting broader challenges around alignment in culture and strategic direction.

For licensees, this presents both a challenge and an opportunity. Advisers are seeking shared values, more proactive support, and clear, confident leadership.

Those who close this gap will be best positioned to build stronger, longer-lasting adviser relationships.

For more insights, become a member of the CoreData Community: https://poe-au.coredata.com.au/

20/04/2026

Geopolitical uncertainty is weighing on Australia's High-Net-Worth investors, but confidence in their own financial security remains firmly intact.

Our latest research finds that HNW investors are more likely to flag geopolitical risks to global financial markets (59%) than to the Australian economy (47%), with market volatility and energy price shifts emerging as the leading portfolio concerns.

Yet HNW investor confidence in financial security has held steady in the beginning of 2026, continuing to outpace all other wealth segments since 2024.

Looking ahead, 55% of HNW investors expect the Australian economy to accelerate next quarter, more optimistic than their near-term outlook on the US, Europe, and emerging markets.

For more insights, become a member of the CoreData community: https://poe-au.coredata.com.au/

13/04/2026

Half of Australian retirees haven't switched their super to a pension or annuity account.

The reasons vary. A third feel they don't have enough saved to make the move. Others lack knowledge about what switching involves, or want to retain control over savings they've spent decades building. For retirees with balances of $50,000 or less, nearly 6 in 10 cite affordability as the barrier, compared to just 11% of those with higher balances.

The advised and unadvised split adds another layer. Advised retirees who haven't switched are largely following their adviser's recommendation to stay put. Unadvised retirees are navigating the decision without that clarity, and affordability concerns, reluctance to cede control, and fear of making the wrong call are filling that void.

For super funds, this represents a clear opportunity to step in. Members who are well-supported and well-informed at this stage of their retirement journey are better placed to make decisions that serve their long-term interests. Those who aren't are more likely to stay in accumulation by default rather than by design.

The transition from saving to spending is one of the most consequential financial decisions a member will make. Our Best Possible Retirement 2025 research shows that funds have a meaningful role to play in making it easier to get right.

For more insights, become a member of the CoreData Community: https://poe-au.coredata.com.au/

29/03/2026

Adviser sentiment continues to trend upward, reaching a post-COVID high of 65 in H2 2025, signalling improving confidence across the industry.

Looking ahead, confidence in the 2026 outlook for advice businesses remains stable, with 69% of advisers expecting business conditions to improve, compared to 7% who expect the outlook to worsen.

However, while sentiment remains steady, operational pressures persist. Administration and compliance burden has emerged as advisers’ top concern for early 2026. The rising cost of doing business remains a top two concern for advisers, though concern has eased slightly since H1 2025.

Overall, the data points to an industry that is increasingly optimistic about the future but still navigating structural pressures that affect day-to-day operations.

For more insights, become a member of the CoreData Community: https://poe-au.coredata.com.au/

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