| Why SMSF numbers are growing, where they're investing, and five ways to top up your super | | View this email online |  | Welcome to this week's edition of Smart Investing.
The just-released 2023 Vanguard/Investment Trends SMSF Investor Report shows that SMSF numbers are continuing to rise. This week we delve into the main findings from the report, including the key SMSF drivers and numbers, the unmet financial advice gap, and examine the challenges SMSF trustees cite in managing their fund.
We also look into the growing shift towards cash and defensive assets by many SMSFs, and show the top 10 SMSF asset allocations in the first quarter of 2023 based on the latest Australian Tax Office data. Did you know that almost half of total SMSF assets by dollar value are invested across just two asset classes?
And with just weeks to go before the end of this financial year, we list five ways you could top up your super balance before the 30 June cut-off. Time is of the essence. | | | | | Self-managed super fund numbers continue to rise | | The key findings from the 2023 Vanguard/Investment Trends SMSF Investor Report. | | Read article | | | | | | | SMSFs lean towards cash and defensive assets | | Many SMSF trustees are sharpening their focus on capital protection and income generation when selecting investments. | | Read article | | | | | | | Five ways to top up your super before 30 June | | With only a few weeks left in this financial year, time is running out to maximise your super options. | | Read article | | | | | | | Your 2022-23 tax guide for investments | | The ATO's investments hit list for this financial year, and four tips to get prepared for lodging your income tax return. | | Read article | | | | | | | The power of dollar-cost averaging | | What's dollar-cost averaging and how does it stack up over time? Read on to find out why it's an easy and powerful way for investors to accumulate wealth over time. | | Read article | | | | Vanguard and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.
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