Investing Money: June 2016

Sunday, June 26, 2016

[Smart Investing] Brexit: What's next for investors? | A new financial year resolution: Monitor the value of in-house SMSF assets | Taking a realistic approach to intergenerational super funds | Family finances - passing on hard-learnt lessons

Smart Investing™

with Robin Bowerman
Principal, Market Strategy and Communications

27 June 2016

In this edition

•	'Brexit': What's next for investors?
•	A new financial year resolution: Monitor the value of in-house SMSF assets
•	Taking a realistic approach to intergenerational super funds
•	Family finances - passing on hard-learnt lessons

'Brexit': What's next for investors?

Vanguard's chief economist in Europe, Peter Westaway, offers his view of what Australian investors can expect in the wake of last week's EU referendum in the UK.

A new financial year resolution: Monitor the value of in-house SMSF assets

We are reaching a time of the year when some SMSF trustees will learn that their funds have inadvertently breached one of the most fundamental set of provisions in superannuation law: the in-house asset rules.

Taking a realistic approach to intergenerational super funds

It seems inevitable that more SMSF trustees reaching older ages may consider whether or not to ask their adult children to join their fund to help with its administration and investments.

Family finances - passing on hard-learnt lessons

One of the most unfortunate aspects about the widespread problem of poor financial literacy is that hard-learnt lessons of parents are often not passed down to their children.

Vanguard in the news

Motley Fool: Building a nest egg for the kids

Scott Phillips | 23 June 2016

When Warren Buffett, the world's greatest investor, was asked about his biggest investing regret - and despite making his first investment at the tender age of 11 - he cites "not starting earlier".

To read more, please visit the Sydney Morning Herald 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.

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Wednesday, June 15, 2016

[Smart Investing] Why cost puts investors in control | Super and divorce: a personal finance issue | A closer look at holding super and non-super portfolios

Smart Investing™

with Robin Bowerman
Principal, Market Strategy and Communications

16 June 2016

In this edition

•	Why cost puts investors in control
•	Super and divorce: a personal finance issue
•	A closer look at holding super and non-super portfolios

Why cost puts investors in control

Cast your mind back over the past 20 years and consider the one thing you would like to change.

Super and divorce: a personal finance issue

An unfortunate personal finance issue facing tens of thousands of separated Australian couples each year is the impact of their relationship breakdown on their superannuation savings.

A closer look at holding super and non-super portfolios

The continuing large waves of baby boomers entering retirement and the Budget's proposed super changes no doubt have many investors thinking hard about how best to hold their investments as they grow older.