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The importance of an SMSF audit
March 22, 2021Financial Planning, Superannuation
If you think the superannuation and SMSF rules are rapidly changing, then spare a thought for SMSF auditors who may be facing a number of reforms. Whilst auditing an SMSF may not sound appealing to many, they actually play an essential role to make sure funds comply with the superannuation legislation and can help ensure...Read More
It was a rough year in many investment markets last year. However, for diversified investors, 2020 turned out better than many feared when the pandemic first hit. What is the data telling us so far? Data on 2020 is starting to paint a fuller picture of the year that was for investors. So far, average...Read More
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
Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate to maintain employment, COVID has been a wake-up call for how we manage our money and set financial goals. Research1 by AMP in 2020, shows that the majority of us now believe it’s more important...Read More
Whether retirement is a long way into the distance, or just peeking over the horizon, recent research1 shows half of us aren’t sure we’ll have enough money to retire when we want, or even how much money we’ll actually need. There’s always been a lot of unknowns when it comes to retirement but throw a...Read More
Being in control of your finances makes you feel good, but the twists and turns of 2020 meant this wasn’t always possible. We look at some of the year’s top challenges for personal finance and how to manage them in 2021. Mental, physical and financial wellbeing are interconnected – and in 2020, we felt it...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
One in five Australians is hoping to purchase a property in the next 12 months, while one in three existing homeowners wants to refinance to get a better deal. Record-low interest rates and a shift in people’s mindsets, post the outbreak of the COVID-19 pandemic, are behind more Aussies looking to buy property, or refinance...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