Diversification and liquidity key priorities for SMSF advisers amid market uncertainty

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While over 70 per cent of self-managed superannuation fund (SMSF) trustees are satisfied with their financial planner, a large and growing proportion of SMSFs still have unmet advice needs, according to the 2020 Vanguard/Investment Trends SMSF Planner report launched yesterday. This year’s report surveyed over 3000 SMSF trustees and almost 200 financial planners on their

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SMSF establishment at a 10 year low while unmet advice needs continue to grow

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The annual rate of Self-Managed Super Fund (SMSF) establishment has slowed, with just over 20,000 SMSFs being set up in the first quarter of 2019, down from the 40,000 established in late 2010, according to the latest Vanguard/Investment Trends SMSF Reports – the nation’s most comprehensive research into SMSF trustees and their advisers. Launched yesterday,

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Vanguard Australia makes senior appointments within Distribution team

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Vanguard Australia has announced management appointments in its Distribution division, which reflect its continued investment in business growth and service of an increasing number of intermediary, institutional and retail clients. Vanguard Australia Head of Distribution, Matthew Lumsden, said that the revised structure for the company’s distribution leadership team comprises divisional heads for Institutional, Intermediary, Client

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