SMSFs reactive but resilient through volatile pandemic markets

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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

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Andrew Hamilton appointed to chair SMSF Association

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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

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SMSF Association Board appoints Robin Bowerman

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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

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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 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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