[Smart Investing] A key personal finance issue

Click here to view Smart Investing™ online. SmartInvesting™ With Robin Bowerman Principal, Market Strategy and Communications   28 January 2014   IN THIS EDITION: A key personal finance issue SMSF 'speeding tickets' on the legislative agenda A key personal finance issue A key personal finance issue that most of us will eventually face is whether to take our superannuation benefits as a lump sum, a superannuation pension or both as a lump sum and pension.   Read more SMSF 'speeding tickets' on the legislative agenda In the countdown to Christmas and the New Year, some SMSF trustees may have missed an announcement late in 2013 that the Coalition Government intends to press on with long-proposed legislation to introduce a new penalty regime for SMSF trustees.   Read more Vanguard in the news Balanced funds fight back John Wasiliev | 18 January 2014 Balanced funds now account for more than 12 per cent of total managed fund assets, and that proportion is rising, as they prove an answer to the complexity and volatility of the post-global financial crisis environment. To read more, please visit the Australian Financial Review website. Please note the link above will show a copy of the article (where freely available), or the publisher's website if a subscription is required. QUICK LINKS Exchange Traded Funds Performance News and Commentary Retail Managed Funds Client services Online: Click here to see contact details for the Vanguard Client Services Team around Australia. Client service associates are available from 8:00am to 6:00pm, Monday to Friday (Melbourne time). Email: clientservices@vanguard.com.au Telephone: 1300 655 101 8:00am - 6:00pm Monday to Friday, Melb time. Vanguard ETF Help desk: 1300 655 888 8:00am - 6:00pm Monday to Friday, Melb time. Unsubscribing from this email: To unsubscribe from Vanguard communications, please email clientservices@vanguard.com.au or contact us on 1300 655 101. General advice warning Vanguard Investments Australia Ltd ABN 72 072 881 086 / AFS Licence 227263 is the product issuer. We have not taken your or your clients' circumstances into account when preparing the information in our electronic publications so they may not be applicable to your circumstances. You should therefore consider your or your clients' circumstances and our Product Disclosure Statement (PDS) before making any investment decision. You can access our PDS here or by calling 1300 655 205. Past performance is not an indication of future performance. Our electronic publications are prepared in good faith and we accept no liability for any errors or omissions. Not all articles are prepared by Vanguard so they may not represent our views and opinions. Vanguard Investments Australia Limited is in no way responsible for the content or loss resulting from use of any website owned by a third party that may be linked to this email via hyperlink. © Copyright 2014 Vanguard Investments Australia Ltd. All rights reserved. Terms and conditions of use  |  Disclaimers  |  Privacy policy CONNECT WITH US  LinkedIn  Twitter