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

Enjoy the latest from the Virtue & Partners news desk.

Australian equities retain grip on SMSF assets

  The largest portion of the SMSF investment pool is held in domestic shares, according to a recent survey.      
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Beating back inflation, but at what cost?

Joe Davis, Vanguard’s global chief economist, gives a high-level overview of where the economy and markets are likely headed in 2023. Inflation is abating, thanks in part to central banks’ aggressive actions, but it may come at a cost, with recession likely in most developed markets. But it may not be all bad news for the financial markets.
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ATO issues fresh warning on illegal early access schemes

With illegal early access schemes on the rise, the Tax Office has issued a fact sheet warning super members about the promoters of these schemes.
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A review of the last two decades in investing

Robin Bowerman, Head of Corporate Affairs and Editor of Smart Investing, is retiring after almost 20 years with Vanguard. Here he reflects on the investment landscape over the last two decades.
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Auditor flags surprising traps with e-signatures and SMSFs

A specialist auditor has explained some of the grey areas and confusing aspects of electronic signatures and SMSF documents.
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Transitioning into retirement: What you should know

Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.
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ATO plans publicity campaign for final Work From Home guidance

  More demanding record-keeping requirements in the November draft have been in place since 1 January.  
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An ongoing debate every employer needs to be on top of.

How to work it out: employee or contractor To check if your worker is an employee or contractor, you need to review the whole working arrangement.  Read on ....  
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Auditor flags knowledge gaps with loans and financial assistance amongst SMSFs.

  Loans to members and financial assistance continues to be the most commonly reported type of contravention based on ATO statistics.  
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Countries with the highest GDP per capita between 1800-2040

check out 240 years of countries with the highest GDPs per capita
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SMSFs cautioned on ‘strict conditions’ with SMSF lending

Where SMSFs are planning to lend money there are some important conditions to be aware of including who the money is lent to and the reason for the loan.
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Downsizer age reduction now in force

With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure.
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