Blog Archives - Virtue & Partners

30 November 2020

Monitoring super performance critical in light of new measures

While the government has announced plans to increase governance over the performance of super funds, super members will still need to actively monitor the performance of their fund to avoid being stapled to an underperforming one, says a mid-tier firm.
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27 November 2020

Majority of retirees expected to fall short on retirement savings

Recent research has revealed that more than half of retirees are projected to fall short of their desired retirement income level by more than 10 per cent, says Russell Investments.
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24 November 2020

How your coming tax cut could pay off

Over the coming weeks, around 12 million working Australians will start receiving extra cash in their pay packets as a result of changes to personal income tax brackets announced by the federal government.
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21 November 2020

Related party purchases must be clean

Trustees must ensure any purchase from a related party is not a proxy for a loan or financial assistance to avoid breaching their obligations.
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18 November 2020

Most SMSFs are still poorly diversified

Data only just released by the Australian Tax Office, detailing the asset allocations for all SMSFs in the quarter to the end of June, shows there was still a large investment weighting at that time towards cash and term deposits.
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15 November 2020

Comprehensive list of COVID-19 initiatives and packages.

The response by our Governments to the COVID-19 crisis has been a very good one. Following is a comprehensive listing of links to important Federal and State initiatives and programs since the pandemic began.
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12 November 2020

Capital preservation front of mind for SMSF returns

SMSF investors will increasingly be attracted to investments offering capital preservation post-COVID, with volatile markets and lower dividends compromising their ability to meet investment objectives, according to an asset manager.
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9 November 2020

What millennials are thinking about investing and retirement

Vanguard surveyed more than 850 millennials in the U.S. currently aged 24 to 39, who make at least US$50,000 per year, as part of a broader study on how people across different generations feel about retirement, investing, and financial advice during market volatility.
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29 October 2020

Budget 2020 – A very comprehensive break down.

The following 35 links break the 2020 Federal Budget down into bite size bits.
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27 October 2020

Budget 2020 – Fact Sheets

The following links are to Fact Sheets that describe in detail how the Federal Government feels the 2020 Budget will impact you.
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24 October 2020

Budget 2020 – At a Glance, Overview, Outlook

These three areas cover all you will need to know but the accompanying two articles cover more specific topics and they might help you better understand how the Budget affects you.
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22 October 2020

JobKeeper extension – changes implemented

The legislative instrument implementing the changes to the JobKeeper scheme over the extended period was registered on 15 September 2020.
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Virtue & Partners Latest News

It is important that we are on top of current events in our world and how they can affect markets and economies - both local and abroad

Monitoring super performance critical in light of new measures

Majority of retirees expected to fall short on retirement savings

How your coming tax cut could pay off

Related party purchases must be clean

Most SMSFs are still poorly diversified

Comprehensive list of COVID-19 initiatives and packages.

Capital preservation front of mind for SMSF returns

What millennials are thinking about investing and retirement

Budget 2020 – A very comprehensive break down.

Budget 2020 – Fact Sheets

Budget 2020 – At a Glance, Overview, Outlook

JobKeeper extension – changes implemented