SMSF trustees more confident: Vanguard/Investment Trends Report | The growing switch to ETFs and managed funds | Deeming rates freeze a win for Age Pensioners

Inside the 2024 Vanguard/Investment Trends SMSF Report. Deeming freeze

View this email online Hi Aris, Welcome to this week's edition of Smart Investing. The just-released 2024 Vanguard/Investment Trends SMSF Report shows self managed super fund trustees, especially retirees, are generally not as concerned about outliving their retirement savings as APRA super fund members. But they are concerned about regulatory changes, financial markets volatility, and rises in living expenses. Our coverage this week details the key findings from the 19th edition of the annual SMSF report, including the current SMSF trends around establishments, wind-ups, average account balances, investments, and financial advice. In terms of asset allocation, it's evident more and more SMSFs are using exchange traded funds (ETFs) and managed funds in their portfolio. In our second article, Vanguard's Senior Personal Finance Writer, Tony Kaye, explains this growing investment trend in more detail. Meanwhile, many Age Pension recipients were given an indirect boost in the latest federal budget when the Treasurer announced that the current deeming rates applied to financial investments would be kept on hold. Is this a window to the outlook on official interest rates? Read our third article to find out more.   LATEST INSIGHTS SMSF trustees have higher retirement confidence: Vanguard/Investment Trends SMSF members are less concerned than APRA fund members about outliving their savings. Read article SMSFs increasing their use of ETFs and managed funds Why a growing number of trustees are switching to ETFs and managed funds. Read article Deeming freeze a win for Age Pensioners Why the decision to keep deeming rates on hold may be a window for interest rates. Read article In case you missed it Your 30 June superannuation checklist Five easy ways to get more into your super fund before the end of the financial year. Read article The superannuation changes from 1 July The super changes on the way from the start of the 2024-25 financial year. Read article Why we invest the way we do A lasting legacy from one of the pioneers of behavioural economics. Read article Connect with Us Unsubscribe. When you unsubscribe via the link, you will be unsubscribing to all Vanguard Australia marketing emails. 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. Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (VIA) is the product issuer and operator of Vanguard Personal Investor. Vanguard Super Pty Ltd (ABN 73 643 614 386 / AFS Licence 526270) (the Trustee) is the trustee and product issuer of Vanguard Super (ABN 27 923 449 966). 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