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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

Enjoy the latest from the Virtue & Partners news desk.
9 July 2023

Five questions that indicate how financial literate you are.

Australia has a relatively high level of financial literacy when ranked globally. In a study of 140 economies, Australia ranked in the top 10 countries for financial literacy.
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8 July 2023

Tax alert warning could catch more in the ATO web

It’s not just SMSF trustees that may be caught under the tax alert issued last week in regards to property and arms’ length dealings, warns a specialist SMSF legal expert.
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29 June 2023

Top 50 Greatest Inventions in History

Check out the greatest inventions in human history!!!
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26 June 2023

The strong link between advice and retirement confidence

Seeking professional advice could lead to greater confidence in being financially prepared for retirement.
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23 June 2023

The keys to high retirement confidence

Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement.
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21 June 2023

Banking on the Age Pension

The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning.
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18 June 2023

Inflation drives the cost of retirement to a record high

Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Association of Super Funds Australia.
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13 June 2023

Legislation changes give market-linked pensions better outcome

There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax outcomes and estate-planning options said the managing director of a leading SMSF educational organisation.
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9 June 2023

Summary of Superannuation Issues and Recent Changes

Recent Issues and changes that could effect you
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8 June 2023

Australians Seek Financial Independence – Report

The priorities of Australians have changed, with financial independence now the nation’s most common aspiration, according to a new report.
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30 May 2023

Our investment and economic forecasts, April 2023

Our latest forecast changes include expectations for:
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29 May 2023

The importance of SMSF succession planning

Preparing for loss of capacity or death is vital for SMSF members. It's important to ensure your trust deed is watertight.
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