[Smart Investing] Estate planning and superannuation

Investments and personal finance insights from Vanguard Australia

15 July 2020 Hi everyone,  In this week's Smart Investing, we take a look at the role of superannuation in estate planning, and why it should not be overlooked.  Vanguard Senior Financial Writer Tony Kaye also explains the concept of dollar-cost averaging and how it might be a steady way to accumulate wealth despite market volatility.  Lastly, we have included a short video on how to build an investment portfolio and what factors you should consider when creating your investment plan.  As always, feel free to email us with your questions or feedback.  Regards, Robin Bowerman Head of Corporate Affairs Vanguard Australia

Estate planning and superannuation  By: Robin Bowerman For most people, estate planning involves simply creating a will. While this is an important first step, sometimes having just a will is not enough when it comes to your investments. Many overlook the role of superannuation in the estate planning process. Read More

A new dawn for dollar-cost averaging  By: Tony Kaye Dollar-cost averaging provides a straightforward way for most investors to steadily accumulate wealth without being overly concerned by prevailing market volatility. Read More

How to build an investment portfolio When you're investing it's important to focus on factors within your control. You can start by developing an investment plan to give yourself the best chance of success. Watch video

VANGUARD IN THE NEWS Best performing managed funds revealed Eliza Bavin | Financial Standard | 9 July 2020 Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end. To read more, please visit the Financial Standard 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.

IN CASE YOU MISSED IT

Investing in a recession By: Robin Bowerman Investors should think about whether strategies that got them through the past three decades still hold true, particularly as the new financial year begins. Read More

Investors and ETFs prove their resilience in crisis By: Robin Bowerman The recent market volatility brought on by COVID-19 has certainly tested the resilience of investors and will probably shape the attitudes of an entire generation of investors Read More

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