[Smart Investing] Estate planning and wealth

Investments and personal finance insights from Vanguard Australia

22 July 2020 Hi everyone,  In this week's Smart Investing, we continue our focus on estate planning and discuss what happens to your investments if you pass away without a will.  Vanguard Senior Financial Writer Tony Kaye also takes a look at the fall in the number of IPOs this year as companies have less appetite to go to market due to the uncertainty caused by COVID-19. Lastly, we discuss why effective portfolio construction is more important than ever for successful investing.  As always, feel free to email us with your questions or feedback.  Regards, Robin Bowerman Head of Corporate Affairs Vanguard Australia

Estate planning and wealth  By: Robin Bowerman Ensuring you have an up-to-date and valid will is a central tenet of good financial planning, so it’s a little surprising that almost half of Australians don’t have one. But how many of those without a will know what actually happens to their investments after they pass away? Read More

COVID-19 puts a squeeze on IPOs By: Tony Kaye The number of new companies that have listed on the Australian Securities Exchange (ASX) has plunged this year, and almost half of the companies that have floated are trading below their issue price. Read More

How to construct an effective portfolio By: Tony Kaye Portfolio construction is always a popular topic among investors, but as markets become more volatile, the practice of carefully piecing together a jigsaw of investments that weathers both good times and bad is particularly relevant. Read More

VANGUARD IN THE NEWS An exhaustive look at ETFs The Money Cafe podcast | 9 July 2020 On this episode of The Money Cafe, James Kirby invited Robin Bowerman from Vanguard on to do a big chat about ETFs, as it's the most common source of listener questions. To read more, please visit The Money Cafe 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

Estate planning and superannuation By: Robin Bowerman Good planning can also help your heirs minimise trouble when administering your estate—and may even reduce taxes and costs. Read More

Vanilla vs Exotic ETFs By: Robin Bowerman How has COVID-19 and the market volatility we have experienced in the first half of 2020 changed your appetite for the exotic versus the plain vanilla? Read More

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