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16 July 2025

Home / Sponsors / Vanguard Australia

Vanguard Australia

Vanguard is one of the world's largest investment management companies with over A$13 trillion in assets under management globally* and more than 50 million investors worldwide. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for over 25 years.

*As at 30 November 2023.

Vanguard Personal Investor

Vanguard's Personal Investor platform makes low-cost investing easy and simple. Buy and sell a wide range of managed funds, exchange traded funds (ETFs), and ASX direct shares all in the one place, and pay $0 brokerage when you buy Vanguard ETFs.

For more information, go to www.vanguard.com.au/personal/invest-with-us/personal-investor

Vanguard Super

Vanguard Super launched in November 2022 with the purpose of reshaping superannuation for the benefit of all Australians. Backed by the Vanguard Group's decades of global investment and retirement expertise, Vanguard Super combines simplicity, transparency and a low-cost investment approach to deliver a highly sophisticated but easy to understand superannuation offer. Vanguard Super currently offers an accumulation offer including its flagship Lifecycle product, and a pension offer including a transition-to-retirement account and an account-based pension.

For more information, go to www.vanguard.com.au/super/

Vanguard Index Chart

Vanguard's annual Index Chart captures 30 years of Australian and global investment market history, and powerfully illustrates how sticking to a long-term investment plan, with diversification across a range of asset classes, allows you to grow your wealth over time. Even in the face of market crises and short-term volatility.

View the Index Chart and see how it can help you stay focused on your long-term goals: www.vanguard.com.au/personal/support/index-chart

Vanguard Diversified Funds

Vanguard's Diversified Investments are ready-made portfolios that suits your risk appetite and investment time frame. They provide low-cost, instant exposure to over 16,000 securities through a range of asset classes, including Australian, international and emerging market equities and fixed income. For more information, see here:

 

Latest sponsor articles

A steady road to getting rich

The latest lists of Australia’s wealthiest individuals show that while overall wealth has continued to rise, gains by individuals haven't been uniform. Many might have been better off adopting a simpler investment strategy.

Welcome to Firstlinks Edition 599 with weekend update

The world’s largest mutual fund company, Vanguard, says AI will drive a US economic renaissance and tame inflation. And it believes the biggest beneficiaries of the transformation won’t be the large-cap tech companies.

  • 20 February 2025
  • 5

How to shift into pension mode

How do you start accessing your super funds when you stop working, or maybe even before you stop working? This covers the basics, including how to switch your super accumulation account to an account-based pension.

Hidden fees are a super problem

Most Australians don’t realise they are being charged up to six different types of fees on their superannuation. These fees can be opaque and hard to compare across different funds and investment options.

How ETFs and indexes cope with company delistings

The complexion of a stock market is ever-changing, with companies coming and going. But what happens to indexes, and the ETFs that use them as benchmarks, when a company is removed because of a merger or acquisition?

With rates peaking, the time for bonds has come

It’s likely we’re at or near the end of the rate hiking cycle, which has historically been associated with a peak in yields. This is good news for bonds, which have typically performed strongly in the years following the peak.

The pros and cons of taking the DIY super route

A self managed super fund can offer investors more control and, in many cases, greater choice over their retirement investments. But are the extra costs and admin burdens worth it?

The new retirement challenges facing Australians

A new report from Vanguard has found an increasing number of Australians expect to be paying off a mortgage in retirement, or forced to rent. A financially secure retirement is no longer considered a given.

Overcoming the fear of running out of money in retirement

  There’s an epidemic in Australia that has nothing to do with COVID-19, the flu, or the respiratory syncytial virus. This one is called FORO, or the fear of running out of money in retirement, and it's a growing problem.

Clock is ticking on a super free kick

For some Australians, there’s a concessionally taxed superannuation investment opportunity dating back to the 2018-19 financial year that will expire on 30 June this year. Here is what you may be entitled to.

Picking your retirement point

One of the hardest decisions for many people – excluding those who want to keep on working – is choosing when to stop. Moving into pension mode is a big decision, and here are some options and considerations.

Podcast: US recession risks and a simple wealth-creating strategy

Brandywine Global's Richard Rauch warns of US and global recession risks, Vanguard's Duncan Burns on building a simple, effective investment portfolio, and Peter Warnes on the Australian market outlook for 2024.

Blending active and passive into a winning portfolio

  When looking at long-term equity index charts, it’s easy to forget the individual stocks underpinning the indices don’t move as a unified block. This has important implications for how you try to extract returns from markets.

Why it's best to resist tactical asset allocation

As interest rates normalise, investors have been pouring money into cash and bonds, and out of equities. This type of tactical asset allocation may seem sensible though it's unlikely to deliver the best long-term results.

Sponsor White Papers

Asset Allocation Report March quarter 2025

Vanguard's quarterly Asset allocation report contains insights to help you stay on top of changing markets and economic news. Get ahead of emerging themes and investment trends with expert analysis to guide your investing decisions.

Risk Speedometers: What are allocators buying and selling?

Vanguard's 'Risk Appetite Speedometers' gauge the level of risk taken by investors in open-end mutual funds and exchange-traded funds by analyzing cash flows into and out of asset categories. 

ETF quarterly report - December 2023

The Australian ETF market attracted $5.3 billion in net inflows in Q4. Australian investors flocked to bond ETFs in 2023 as rising interest rates made fixed income allocations more attractive.

Vanguard's submission to the Superannuation in retirement consultation

Vanguard Australia's contribution to the Federal Government’s Superannuation in retirement consultation shares its views on how the super system can best provide retirement confidence and security for Australians.

Quarterly ETF report September 2023

The Australian ETF industry continues to grow year on year despite global market and economic uncertainty, recording $153 billion in AUM as at the end of September 2023. The last 10 years has seen AUM increase almost 18-fold, growing from A$8.9 billion in September 2013.

How Australia Retires

Vanguard’s inaugural "How Australia Retires" study found that high retirement confidence is not necessarily dependent on age or income, but rather on having a plan.

Quarterly ETF report September 2022

The Australian ETF market attracted $3.5 billion in new investments during the September quarter, while assets under management remained steady at around $121.5 billion. Inflation and central bank policy remained the focus for markets.

Economic and market outlook: Midyear 2022 update

This update highlights some of the major economic and market developments and changes Vanguard expects for the second half of calendar 2022.

The case for low-cost index fund investing

Index investing has become a global trend, with a large and growing investor base. This paper examines how indexing performs in a variety of circumstances, and provides investors with points to consider when evaluating different investment strategies.

Vanguard Investor Insights April 2022

The Investor Insights series provides unique snapshots into current investment trends and behaviours of  Vanguard's investors to develop a deeper understanding of what’s driving investment choices and outcomes.

Vanguard economic and market outlook for 2022: Striking a better balance

Although the COVID-19 pandemic will remain a critical factor in 2022, the outlook for macroeconomic policy will likely be more crucial.

The role of bonds in a low-yield environment

This paper from Vanguard explores how bonds act as shock absorbers for portfolios when equity markets are under stress.

The power of perspective: 2021 Vanguard Index Chart

Staying the course isn’t always easy for investors, but looking at how markets perform over time places the current market in context.

Vanguard research explores Australian attitudes to investing

Research on Australian attitudes and approaches to investing, shows that while half think about their financial future and lifestyle almost daily, 70% don’t have a financial plan. The report explores Australians’ financial education, investments approach and future outlook.

Value versus growth stocks: The coming reversal of fortunes

In a reversal from the past ten years, Vanguard expects value to outperform growth over the next ten-year period by as much as 5% to 7% per year, and perhaps by even more over the next five years.

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.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

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. 

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