An intro into charitable giving

Investments and personal finance insights from Vanguard Australia

30 September 2020 Hi everyone, In this week's Smart Investing, we provide an introduction into charitable giving, private ancillary funds and the tax implications of donating. Vanguard Senior Financial Writer Tony Kaye also takes a further look at APRA's program to drive better investment transparency across superannuation. Lastly, we have included an article by Aidan Geysen, Senior Investment Strategist at Vanguard Australia, on some key findings from the Vanguard/Investment Trends 2020 SMSF Planner report and the merits of a total return approach coupled with a dynamic spending strategy. Regards, Robin Bowerman Head of Corporate Affairs Vanguard Australia

An intro into charitable giving By: Robin Bowerman In the midst of a global pandemic a lot of people have had health and livelihoods impacted and as a result, charities of all types are seeing high and ongoing demand for help. Read more

A program to enhance super transparency By: Tony Kaye Superannuation fund members have experienced a rollercoaster ride this year as extreme volatility on financial markets has seen investment returns rise and fall, often quite acutely, on an ongoing basis. Read more

Planning for your clients in retirement By: Aidan Geysen Fact - retiree clients play a substantial role in SMSF planners' practice, typically comprising over half of their total SMSF client base, according to the annual Vanguard/Investment Trends 2020 SMSF report. Read more

VANGUARD IN THE NEWS Regulation changes top concern Darin Tyson-Chan | Self-managed Super | 23 Sep 2020 The latest research into the SMSF sector has shown changes to the rules and regulations which govern it are the source of most concern for trustees despite the presence of the coronavirus pandemic. To read more, please visit the Self-Managed Super 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

Investment preferences of the young By: Robin Bowerman As a new wave of investors enter the Australian share market, new trends begin to emerge. Read more

ETFs put to the test By: Minh Tieu It is perhaps timely to debunk a few myths surrounding ETFs and also caution investors against the pitfalls of some. Read more

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