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Hi Aris,
Welcome to this week's edition of Smart Investing.
Vanguard Super has delivered another strong year of returns, with its award-winning, low-cost Lifecycle investment option returning 13.5% for members aged 47 and under in the 2024-25 financial year. Backed by a transparent, index-based approach and a commitment to low fees, the fund continues its strong growth, with assets under management now exceeding $3 billion.
Meanwhile, learn about how using index funds can future proof your equities portfolio. The explanation is fairly simple too. While the companies within a share market index can change over time, the fundamentals of index fund investing remain the same.
Lastly, the start of July saw some revisions to the Age Pension assets and income tests. They stipulate the amounts that can be held and earned to qualify for either full or part pension payments every fortnight. So, it's important to know your pension test limits.
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| | Using index funds to always be invested in the largest listed companies. Read article | |
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| | Understand the latest indexed changes to the pension income and assets tests. Read article | |
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| Our mid-year investment and economic outlook, June 2025 An improved outlook despite continued policy uncertainty. Learn more | |
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| The long game: Tariffs shape the next era of global investing Tariffs usher in and accelerate longer-term trends across the global economy. Learn more | |
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| Striking a balance in the new financial year By doing a few calculations you can easily see if your portfolio is still on track. Learn more | |
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| Unsubscribe. When you unsubscribe via the link, you will be unsubscribing to all Vanguard Australia marketing emails. | |
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