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Self-managed super funds (SMSF)
March 15, 2021Financial Planning, Superannuation
A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to industry and retail super funds. When you manage your own super, you put the money you would normally put in a retail or industry super fund into your own SMSF. You choose the investments and the insurance....Read More
The real value of advice
March 3, 2021Financial Planning
By Robin Bowerman, Head of Corporate Affairs, Vanguard Australia Good advice is valuable. The right words of advice – whether it be from friends or family, business mentor, sports coach – can have lasting impact on the way we lead our lives, manage our businesses. The same holds true for financial advice. The right advice...Read More
By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia Elon Musk, the 49-year-old founder of U.S.-listed electric vehicle maker Tesla, generated global headlines once again last week when he achieved the status as the world's richest person. As Tesla's share price continued to surge, Musk's personal wealth surged along with it to a staggering $250...Read More
Building better retirement futures
February 22, 2021Financial Planning, Retirement Planning
In Australia, the retiree client group is growing in size and it is essential that financial advisers have the right tools and resources to meet their particular needs. As such it is important to understand the motivations and drivers behind the behaviour of retiree clients as they move from accumulation to decumulation. To help financial...Read More
Demand for financial advice doubles in five years
February 15, 2021Financial Planning
COVID-19 has seen greater engagement between advisers and clients, with an additional 500,000 non-advised Aussies saying they intend to seek advice compared to 12 months ago. If your car engine sounds dodgy, you see a mechanic. If you’re unwell, you see a doctor. If you’ve got a tooth ache, you see a dentist. But what...Read More
Develop an investing plan
December 7, 2020Financial Planning, Wealth Creation
Your game plan 'Plan your life, live your plan.' Yes, it's a cliché. But when it comes to investing your money, it makes a lot of sense to have a plan. Putting a plan together involves developing strategies and choosing the right investments. What to do before you make an investment plan Be clear about...Read More
Surprises of a financial nature can happen at any time, whether the occasion is happy or sad. A gift or inheritance from a friend or relative may be put to good use in many ways. It could be spent on something on the long list of ‘nice to haves’ or could be invested or a...Read More