| Hi Aris, Welcome to this week's edition of Smart Investing. Self managed super fund (SMSF) assets surged by almost $25 billion during the March quarter to a record $932.9 billion, largely thanks to share market gains. In our lead article, Vanguard's Senior Personal Finance Writer, Tony Kaye, looks into the latest quarterly SMSF asset allocation data published by the Australian Tax Office and sheds even more light on how trustees are investing using the findings from the just-released 2024 Vanguard/Investment Trends SMSF Report. Our second article by Vanguard's Senior Manager, Investment Strategy Group, Maziar Nikpour, examines Australia's $1.5 trillion cash stockpile and the reasons why many investors have large sums of cash. He discusses recent Vanguard research that shows why doing so can come at the cost of underperformance and failure to achieve long-term financial goals. Lastly, have you checked your investment portfolio today? Volatility can make some investors anxious, however our third article puts day-to-day market movements into perspective and uses the 30-year Vanguard Index Chart to show why staying the course gives you the best chance of investment success over the long term.
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| SMSF assets reach record levels amid share market rally How SMSF trustees are investing their retirement savings. Read article | |
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| How much cash is too much? While cash is often viewed as a safe haven, it does have investment risks. Read article | |
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| Have you checked your portfolio today? Rather than worrying about day-to-day price movements, focus here instead. Read article | |
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| Your end of financial year investments tax guide What the ATO is focusing on, and how to prepare for tax time. Read article | |
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| SMSF trustees have higher retirement confidence: Vanguard/Investment Trends SMSF members are less concerned than APRA fund members about outliving their savings. Read article | |
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| Your 30 June superannuation checklist Five easy ways to get more into your super fund before the end of the financial year. Read article | |
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