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Hi Aris, Welcome to this week's edition of Smart Investing.
The just-released 2025 Vanguard/Investment Trends SMSF Report shows the uptake of financial advice by new self managed super fund trustees is increasing. But only 24% of trustees are currently being advised, despite gaps in areas such as intergenerational wealth transfers, and estate, tax and retirement planning.
Check out the key findings from the 20th edition of the latest annual SMSF report, including the current SMSF trends around establishments, wind-ups, average account balances, asset allocation, and financial advice.
Meanwhile, our second article this week examines what has changed on global financial markets since the sharp downturn in April. In an unlikely sequence of events, markets have just navigated a dramatic round-trip: a sharp spike in volatility and a market sell-off, followed by an equally swift return to relative calm. What comes next?
In our latest investment and economic outlook, we survey the global economy and highlight changes to our financial market performance forecasts.
Lastly, we point out a superannuation free kick that's there for the taking, depending on your personal circumstances. It's all about using up unused concessional contributions from previous financial years, and one of them is about to expire. It's a case of use it before 30 June, if you can, or lose it.
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| | But this $1 trillion superannuation sector still has significant advice gaps. Read article | |
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| | A volatility whiplash cedes attention to U.S. deficits and Treasuries. Read article | |
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| | Our latest forecasts for investment returns and region-by-region economic outlook. Read article | |
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| Vanguard Australia ETF investors stayed the course in April Vanguard saw record ETF inflows in April despite heavy market volatility. Learn more | |
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| The superannuation changes from 1 July The super changes coming into effect in the 2025-26 financial year. Learn more | |
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| Measuring up the price of shares Analysts have many ways to look for companies. The diversification route is smarter. 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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