Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Register

2 August 2025

Home / Noticeboard 2020

Vanguard

  •   1 April 2020
  •      
  •   

Vanguard launches Personal Investor offer to give Australians greater control of their financial futures

  • Vanguard Personal Investor offer designed to help simplify investing
  • Access to Vanguard’s wide range of funds at wholesale rates
  • Brokerage free trades on Vanguard Australian-listed ETFs
  • Access to the top Australian shares (by market capitalisation)

1 April 2020: Vanguard today announced the launch of a new offer and purpose-built website for investors, as a step towards delivering a better financial future for all Australians.

In an increasingly complex investing environment, Vanguard Personal Investor, combined with the new website, is a simple and straightforward investment offer that delivers a great client experience and provides direct access to a wide range of Vanguard’s low-cost managed funds, Australian-listed exchange traded funds (ETFs), Australian shares and an integrated cash account.

As part of Vanguard's ongoing commitment to lower the cost of investing, Australian-listed Vanguard ETFs will be offered brokerage free.

Launching the offer, Frank Kolimago, Vanguard Australia’s Managing Director, said Vanguard Personal Investor combined Vanguard’s global scale with local expertise.

“The launch of our Personal Investor offer and development of a new and intuitive Australian website represents an important step towards providing a range of investment products and services direct to Australian investors.”

“For more than 20 years Vanguard has helped Australians work toward their financial goals, but we recognise that we could make investing with us a more seamless experience. Both the new website and Vanguard Personal Investor offer are important steps forward in helping investors attain better outcomes in meeting their financial goals.” 

“We are launching this new offer to investors during a time when market volatility is high, as the uncertainty of the impacts of the coronavirus continue to roil markets. But this challenging period will eventually pass. And Personal Investor will help long term investors to be well positioned to benefit when it does.”

In addition to simplifying the investing experience, Vanguard Personal Investor will also offer access to Australian shares at $19.95 or 0.15% per trade (whichever is greater) and access to a Vanguard Cash Account.

Vanguard Personal Investor is being introduced in a phased rollout which will see additional functionality and features added over time to further enhance the investing experience. This includes, for example, access for Self Managed Super Fund (SMSF) accounts, the ability for financial advisers and their clients to access the offer and website, both features that will offer a holistic investment journey for all investors, Mr Kolimago noted.

“The Personal Investor offer caters for investors looking to access Vanguard’s broad range of products directly. We will continue to work closely with financial advisers to support their clients on their investment journeys.”

Both current and new Vanguard investors will be able to open a Vanguard Personal Investor Account. They will gain access to a range of Vanguard’s Australian managed funds at wholesale management expense ratios, Vanguard’s Australian listed ETFs brokerage free, Australian shares and an integrated Vanguard Cash Account. All these features will be available at a competitive annual fee of 0.2% of the total account balance, capped at $600.

“Some people procrastinate about starting on the investing journey because they are daunted by the often-complicated process of investing. The delivery of our first-class digital experience is a step towards demystifying the investment process,” said Mr Kolimago.

“Intuitive and uncomplicated, it takes only a matter of minutes to register to invest in a range of broadly diversified and competitively priced Vanguard managed funds and Australian listed ETFs. It is simply a matter of signing up to a Vanguard Personal Investor Account.”

“Vanguard will continue to look at how we can offer more products and services that meet the needs of Australian investors. For instance, we have plans to add international shares to the brokerage service and in the longer term, the development of a superannuation offer to help more Australians achieve their goals in retirement.”

Individual investors who meet the eligibility criteria can open a Vanguard Personal Investor Account and take advantage of the offer from today.

Visit Vanguard Personal Investor here.

 

Firstlinks is sponsored by:
banner

Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

With markets near record highs, here's what you should do with your portfolio

Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

Latest Updates

Investment strategies

Finding income in an income-starved world

With term deposit rates falling, bonds holding up but with risks attached, and stocks yielding comparatively paltry sums, finding decent income is becoming harder. Here’s a guide to the best places to hunt for yield.

Economy

Fearful politicians put finances at risk

A tearful Treasury chief, a backbench rebellion, and crashing bonds. What just happened in the UK and why could Australia’s NDIS be headed for the same brutal fiscal reality?

Shares

Investing at market peaks: The surprising truth

Many investors are hesitant to buy into a market that feels like it’s already climbed too far, too fast. But what does nearly a century of market history suggest about investing at peaks?

Shares

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

Investment strategies

Will stablecoins change the way we pay for things?

Stablecoins have been hyped as a gamechanger for the payments industry. But while they could find success in certain niches, a broader upheaval of Visa and Mastercard's payments dominance looks unlikely.

Infrastructure

An investing theme you can bet on for the next 30 years

Investors view infrastructure as a defensive asset class rather than one with compelling growth prospects. These five tailwinds for demand over the coming decades suggest that such a stance could be mistaken.

Investment strategies

A letter to my younger self: investing through today's chaos

We are trading through one of history's most confounding market environments. One day, financial headlines warn of doomsday scenarios. The next, they celebrate a new golden age. How can investors keep a clear head?

Sponsors

Alliances

Site Map

About Firstlinks

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.