SMSF portfolios signal steady conviction in growth assets By Vanguard Super and retirement Trustees have not retreated from equities despite bouts of market volatility The Australian Taxation Office’s September 2025 quarterly SMSF statistics reinforce a clear message for investors: while the SMSF sector is maturing in terms of fund growth, capital allocation remains decisively growth‑oriented. As at…
The borrowing fallout from higher-for-longer rates By Vanguard Markets and economy Lenders are likely to start passing through the RBA’s rate rise fairly quickly In lifting its official cash rate by 0.25% back to 3.85% last week, the Reserve Bank of Australia (RBA) sent a clear signal that Australian borrowers should expect higher interest…
Have you checked your portfolio today? By Vanguard Markets and economy Rather than worrying about day-to-day price movements, focus here instead If you checked on the status of your investment portfolio today, don’t worry. You’re definitely not alone. In fact, you may have looked at how your various investment holdings are faring multiple times by…
Are downsizer contributions losing steam? By Vanguard Super and retirement Tax Office data shows fewer people used its super scheme in 2024-25 Introduced in 2018, the home downsizer scheme allows eligible Australians aged 55 and older to contribute up to $300,000 from the sale of their home into superannuation, outside of normal annual contribution caps.…
What company delistings mean for ETFs By Vanguard ETFs How ETF weightings are adjusted when companies disappear from an index Companies come and go from the Australian Securities Exchange (ASX) all the time. Last month, for example, Seven West Media was removed from the ASX following its $385 million merger with Southern Cross Media Group.…
Make investing for your kids a 2026 resolution By Vanguard Build your portfolio Help your children or grandchildren to learn about investing Getting on top of finances is one of the most common New Year’s resolutions for Australians. This year, why not make your resolution to help your children or grandchildren learn about investing…
How $10,000 investments performed over five years and why diversification matters By Vanguard Investing strategy Investment diversification can help you build a resilient and balanced portfolio Global share markets surged into record territory last year, delivering double-digit returns to many investors. For example, investors in the broad-based Vanguard Australian Shares Index ETF (VAS) – which provides exposure…
Our investment and economic outlook, January 2026 By Vanguard Markets and economy Our latest forecasts for investment returns and region-by-region economic outlook Australia A modest easing path amid prolonged disinflation “Labour market tightness and subdued productivity growth will keep upward pressure on unit labour costs, prolonging the disinflation process.” Grant Feng, Vanguard Senior Economist…
How to invest your next dollar By Kevin Khang, Vanguard Senior Global Economist Markets and economy An emerging equity rotation and its drivers January is a time when interest runs high in investment return outlooks and asset allocation for the coming year. We’ve repeatedly heard three questions related to the recently published Vanguard Economic and…
Five financial steps for the new year By Vanguard The basics The start of the year is a good opportunity to take decisive financial steps The new year can often be a trigger point for many people to review their financial plans and strategies for the year ahead and beyond. It makes sense, although the…