ANZ Wealth joins Monash-CSIRO Super Research Cluster

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The pre-eminent retirement incomes research organisation, the CSIRO-Monash University Superannuation Cluster, has secured another significant private sector backer with the decision by ANZ Wealth to join its ranks. ANZ Wealth will join five other organisations as the key supporters of the $9 million research project that brings together academics from four universities, Monash, Warwick, Griffith and […]

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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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Opportunity knocks for advisers in the SMSF sector

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Vanguard and Investment Trends’ annual research examines ongoing challenges and new opportunities for financial advisers in the SMSF sector Vanguard and Investment Trends released the results of the 2014 Self Managed Super Fund (SMSF) Planner Report yesterday. The report, which surveyed 489 financial advisers in April, demonstrates that trustees’ satisfaction with advisers has continued to […]

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BetaShares Australian ETF Review: Year End 2013

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ETF industry records highest ever annual growth in FuM The Australian exchange traded fund (ETF) market recorded its highest ever annual growth in 2013, with funds under management increasing by $3.5 billion (55%) to end the year at a new record high of $10 billion. Over the course of 2013, ETFs took in approximately $2.4 […]

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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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Who’s winning the SMSF advice race?

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Vanguard and Investment Trends release new research examining the success and challenges financial advisers are experiencing in the SMSF space. Key points: Advisers thriving in the SMSF sector say that their value proposition to SMSF investors, their relationships with accountants and their ability to do administration in-house are key success factors. Key challenges for SMSF […]

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Vanguard reduces buy and sell spreads for a number of funds

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Vanguard has announced reductions to buy and sell spreads across 21 wholesale and retail fund offerings reflecting changing conditions in various markets, greater liquidity in the domestic bond market,  reduced volatility in global fixed income markets and improved efficiencies in trade execution. Buy and sell spreads are necessary to recover the costs of transactional activity from […]

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The myth of the bond market bubble

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Suggestions that bond market “bubble” conditions exist can be misleading, and shouldn’t call into question the value of bonds in a portfolio, according to ‘Low yields and rising rates concerns: the implications for bond market investors’, a new whitepaper published  by Vanguard Australia. The global fall in interest rates to very low levels following the […]

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Desperately seeking yield

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For Australian retirees who are financially dependent on their investment portfolio, generating income from their investments becomes a top priority as the demands of housing, aged care and medical costs are felt. Investors searching for yield in this environment of falling interest rates can be tempted to head down a risky path which overlooks the […]

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Vanguard reduces fees

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Vanguard has announced the expense ratio for the Vanguard® All-World ex-US Shares Index Exchange Traded Fund (ETF) – trading under the ASX code VEU – has been reduced from 0.18 per cent p.a. to 0.15 per cent p.a [1]. Discussing the change, Vanguard’s Head of Product and Marketing, Robyn Laidlaw said “Keeping investment costs low for […]

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