Investing Money

Tuesday, March 16, 2021

Be alert to phishing scams

Investments and personal finance insights from Vanguard Australia

17 March 2021

Hi everyone,

In this week's Smart Investing, Vanguard Senior Personal Finance Writer Tony Kaye discusses investment 'phishing' scams and how investors can stay safe online.

Tony also takes a look at the coming changes to superannuation transfer balance caps and what it might mean for retirement income streams.

Lastly, we present Vanguard's February economic and market update, a forward looking report that details our growth forecasts and asset class return projections.

Regards,

Robin Bowerman
Head of Corporate Affairs
Vanguard Australia

Be alert to phishing scams

By: Tony Kaye

Sophisticated fraudsters are targeting Australian investors with investment 'phishing' scams. Find out what to watch out for so you can avoid being caught up in one.

Understanding the coming super balance cap changes

By: Tony Kaye

The transfer balance cap is a limit on how much super can be transferred into pension accounts earning tax-free income. On 1 July, this cap will be increased. What might this mean for your retirement income stream?

Vanguard economic and market update – February 2021

Vanguard's economic and market update for February 2021 details our outlook on the global economy as well as growth forecasts and asset class return projections.

VANGUARD IN THE NEWS

Vanguard hatches bold plan to crash the super party

Charlotte Grieve | The Age/SMH | 9 March 2021

A new superannuation product by US-based investment giant Vanguard that could shake the $3 trillion industry on its foundations is inching closer to launch. Structured much like an industry super fund, the $US6.7 trillion ($8.68 trillion) fund manager aims to have its highly disruptive product in the market by the end of the year.

To read more, please visit the SMH 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

A mixed earnings season for dividends

By: Tony Kaye

The variability in company dividends can be a concern for those reliant on dividend payouts for income.

How to choose an ETF

By: Robin Bowerman

Here are a few suggestions on what to look out for when choosing ETFs.

CLIENT SERVICES

Email: clientservices@vanguard.com.au

Telephone: 1300 655 101
Monday to Friday, 8:00am to 6:00pm AEDT

Vanguard ETF Trading & Support Team: 1300 655 888
Monday to Friday, 9:00am to 5:00pm AEDT

Unsubscribe:
To unsubscribe from Smart Investing, please click here or contact us on 1300 655 101.

Quick links

	Exchange Traded Funds

	Managed funds

Connect with us

	Vanguard's LinkedIn page

	Vanguard's Twitter page

General advice warning
Vanguard Investments Australia Ltd ABN 72 072 881 086 / AFS Licence 227263 is the product issuer. We have not taken your or your clients' circumstances into account when preparing the information in our electronic publications so they may not be applicable to your circumstances. You should therefore consider your or your clients' circumstances and our Product Disclosure Statement (PDS) before making any investment decision. You can access our PDS here or by calling 1300 655 101. Past performance is not an indication of future performance. Our electronic publications are prepared in good faith and we accept no liability for any errors or omissions. Not all articles are prepared by Vanguard so they may not represent our views and opinions. Vanguard Investments Australia Limited is in no way responsible for the content or loss resulting from use of any website owned by a third party that may be linked to this email via a hyperlink.

Use of cookies
If you click through to the vanguard.com.au website from this email, a cookie may be placed on your computer to enable Vanguard or our third party service providers to collect information about your use of the vanguard.com.au website to support website performance, enhance site navigation, improve our web design and functionality and tailor our communications to you regarding our products and services. The information collected by Vanguard or our service providers does not include personal information that could be used to identify you such as your name, address, telephone number, email address, or account information.

Unless you have adjusted your browser settings so that it will refuse cookies, our system may set cookies when you visit the site. You may choose to remove or disable cookies via your browser. Google Analytics uses data when you access the Vanguard website. For more information, see "HOW GOOGLE USES INFORMATION FROM SITES OR APPS THAT USE OUR SERVICES," located at https://policies.google.com/technologies/partner-sites. You can opt out of being tracked by Google Analytics at the following location: https://tools.google.com/dlpage/gaoptout.

To learn more about how Vanguard uses cookies, please visit the Vanguard Cookie Policy.

By using our website, you consent to the use of cookies as described above.

Terms and conditions of use | Disclaimers | Privacy policy | Cookie policy

Tuesday, March 9, 2021

A mixed earnings season for dividends

Investments and personal finance insights from Vanguard Australia

10 March 2021

Hi everyone,

In this week's Smart Investing, Vanguard Senior Personal Finance Writer Tony Kaye takes a look at the latest earnings season and how the variability in dividend payments may be a concern for income-oriented investors.

We also revisit a piece on the value of financial advice and why the right advice can deliver more than just a better investment outcome.

Lastly, we have included a short video on bonds - what they are, why they play an important role in any investment portfolio and how they help to diversify investment risk.

Regards,

Robin Bowerman
Head of Corporate Affairs
Vanguard Australia

A mixed earnings season for dividends

By: Tony Kaye

The variability in company dividends can be a concern for those reliant on dividend payouts for income. In this low yield environment, it may be prudent to consider a total-returns approach instead.

The real value of advice

By: Robin Bowerman

Good financial advice is invaluable. Read more about why the FSC/Rice Warner's proposal to separate financial advice into two categories (simple and complex) is a debate worth having.

What is a bond?

Bonds play an important role in any investment portfolio as they help to reduce volatility and spread risks. Watch this short video to learn more about bonds.

Watch video

VANGUARD IN THE NEWS

The 20 cheapest ETFs listed on the ASX

Maria Bekiaris | Canstar | 8 March

Low fees are one of the reasons that ETFs are popular. Here are the 20 cheapest ETFs on the ASX plus we look at how they've performed.

To read more, please visit the Canstar 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.

Tuesday, March 2, 2021

How savvy investors are staying the course

Investments and personal finance insights from Vanguard Australia

3 March 2021

Hi everyone,

In this week's Smart Investing, Vanguard Senior Personal Finance Writer Tony Kaye sits down with Head of Vanguard Personal Investor Balaji Gopal to discuss ETFs, speculative trading and other investment trends he's currently seeing.

We also take a deep dive into Diversified ETFs and discuss what assets they include, how to use them in an investment portfolio and what the advantages of doing so are.

Lastly, we have included a piece by our Vanguard economists on China's economic growth and the challenges they face in measuring its large and complex economy.

Regards,

Robin Bowerman
Head of Corporate Affairs
Vanguard Australia

How savvy investors are staying the course

By: Tony Kaye

Head of Vanguard Personal Investor, Balaji Gopal, discusses how investors are using ETFs in their portfolios, the concerning rise in speculative trading activity and other investment trends.

A dive into Diversifieds

Diversified ETFs are an efficient way to gain exposure to a multi-asset portfolio in just one trade. Find out how you can use Diversified ETFs in your portfolio and what the advantages are.

China's growth and its implications

A truer picture of China's growth can help investors better understand the Chinese equity market's volatility and the risk premium it should warrant.

VANGUARD IN THE NEWS

Capture the diversity of global trends and asset classes

Mark Eggleton | AFR | 23 Feb 2021

The head of retail business at global investment powerhouse Vanguard, Balaji Gopal, says Australian SMSF investors have tended to have a strong home bias but in the past year they have woken up to the fact they need to diversify away from this bias. Gopal says the Australian market makes up about 1.5 per cent to 2 per cent of the world's total market capitalisation, so it makes sense to diversify to access a broader pool of securities and asset classes globally.

To read more, please visit the AFR 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.