SMSF Trustees go for growth in low-yield environment

From

In a reversal from last year, SMSF trustees intend to increase their allocation to equities and decrease their allocation to cash in the current low-rate environment, according to the 2021 Vanguard/Investment Trends SMSF Investor Report launched last week. Some 49 per cent of SMSFs who want to decrease their cash allocation cited cash as a

continue reading

Vanguard urges vigilance with rise of investment bond phishing scams

From

Vanguard is urging investors to remain vigilant following a notable rise in investing scams targeting Australian investors, and are calling on the media to help highlight this significant issue for investors. Following ASIC’s warning earlier this year about investment bond scams, Vanguard has become aware of a phishing scam which is operating under the guise of Vanguard’s

continue reading

Retirement Income Review to be dissected at National Conference

From

Industry experts will dissect the Retirement Income Review (RIR) report that was handed down late last year at the 2021 SMSF Association National Conference being held virtually on 16 and 18 February. SMSF Association CEO John Maroney says: “We are extremely lucky to have one of the RIR panel members, Dr Deborah Ralston, address the

continue reading

SMSFs reactive but resilient through volatile pandemic markets

From

Despite return and yield concerns during the peak of COVID-19 induced volatility, self-managed superannuation fund (SMSF) trustees are optimistic about market recovery, according to the 2020 Vanguard/Investment Trends SMSF investor report launched last week. This year’s report surveyed over 3000 SMSF trustees on their investment priorities and industry outlook providing an insight into how trustees

continue reading

Andrew Hamilton appointed to chair SMSF Association

From

The SMSF Association has announced the appointment of Andrew Hamilton as its new Chair, effective from the end of this year’s National Conference. Hamilton, who joined the board in February 2011 and was Chair from February 2012 to February 2014, takes over from Robin Bowerman, who will remain on the board as Deputy Chair. Bowerman

continue reading

SMSF Association Board appoints Robin Bowerman

From

The SMSF Association Board has appointed Robin Bowerman as its new Chair, effective immediately. Bowerman, who is Head of Corporate Affairs at Vanguard Investments, has been Vice Chair for the past three years and a Board member since 2011. He replaces Dr. Deborah Ralston, who resigned as Chair last Friday and has stepped down as

continue reading

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

From

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,

continue reading

Vanguard expands ETF line-up offering low cost access to International Infrastructure and Global Small Companies

From

Vanguard Australia has announced the upcoming launch of two new exchange traded funds (ETFs), offering investors exposure to International Small Companies and Global Listed Infrastructure, and further building out the firm’s range of broadly diversified low-cost ETFs. The Vanguard Global Infrastructure Index ETF (ASX:VBLD) and the Vanguard MSCI International Small Companies Index ETF (ASX:VISM), will

continue reading

Rate of growth in SMSFs at 10 year low; 47% of trustees have unmet advice needs

From

The establishment rate of self-managed superannuation funds (SMSFs) has hit a ten year low, dropping to 4.8 per cent from a high in 2010 of 9.3 per cent, according to the most comprehensive survey of Australia’s SMSF sector – the 2018 Vanguard/Investment Trends SMSF Report. While SMSF assets have grown over the year to March

continue reading

The popular choice for new SMSFs: A corporate trustee

From

A fundamental question for intending SMSF members is whether to have a corporate trustee or individual trustees for their new fund. More than 80 per cent of new SMSFs established in 2016-17 had a corporate trustee whereas 57 per cent of all SMSFs had a corporate trustee as at June last year, according to the

continue reading