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

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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 […]

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

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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 […]

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The popular choice for new SMSFs: A corporate trustee

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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 […]

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ETFs pass the liquidity test during recent market volatility

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Analysis observing investor behaviour, volumes and liquidity, conducted by Vanguard’s Australian ETF Capital Markets division, shows that ETFs retained their liquidity and performed as expected during the recent market correction in February, while investors saw the opportunity to buy the dip. Commenting on the analysis, Robin Bowerman, Head of Market Strategy & Communications at Vanguard […]

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Professor Ralston appointed to chair SMSF Association

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The SMSF Association has announced the appointment of Professor Deborah Ralston as its new chairperson, effective from the end of this year’s National Conference. Prof Ralston, who joined the board in July 2016, takes over from Andrew Gale, who will remain a director. Vanguard’s Head of Market Strategy & Communications, Robin Bowerman, will remain deputy […]

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The mechanics of long-term forecasting: Vanguard launches the Capital Markets Model

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Vanguard last week launched the Vanguard Capital Markets Model (VCMM), explaining the mechanics of the simulation engine that informs the investment outlook and asset allocation insights of the $3 trillion global asset manager. The VCMM is a proprietary model that combines financial modelling and economic analysis to simulate forward-looking asset return distributions for a range of […]

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SMSF appetite for international exposure strengthens

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Vanguard and Investment Trends release updated research on SMSF investors examining their key drivers and investment goal Vanguard and Investment Trends released the annual results of the 2014 Self Managed Super Fund Report, taking a detailed look at key drivers and challenges for Australian SMSF investors. The SMSF sector now represents more than 30 per […]

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SMSFs direct share love affair

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Vanguard and Investment Trends release comprehensive new research on SMSF investors. Key points: SMSF assets grew to $496 billion in the year to March 2013 representing 32 per cent of the overall super industry. Asset allocation study highlights room for improvement with large skew towards direct share investment and cash neglecting potential cost and diversification […]

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SMSF trustees prepared to pay for good financial advice

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There is a strong message for financial planners in the comprehensive survey by Rice Warner Actuaries of the self managed super fund sector – people are willing to pay extra for good strategic advice.  Rice Warner founder and chief executive officer Michael Rice says: “The survey found there was a strong correlation between the levels […]

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Vanguard takes a stand for transparency through full public disclosure of fund holdings

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In a first for the Australian funds management industry, Vanguard has announced it will publish quarterly portfolio holdings for all funds beginning in October. Investors will be able to access details of the portfolios of the full range of Vanguard investment funds on www.vanguard.com.au from 11 October 2012.   Vanguard’s Head of Market Strategy and Communications, […]

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