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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.
26 May 2021

Dealing with compliance complexities impacting overseas SMSF property

  Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.  
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21 May 2021

Why Australian households are getting richer

  Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset allocation level, there may be room for households to revisit their asset holdings to see if they still align to their financial goals.  
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19 May 2021

Asset allocations still hold the key

  Purchasing a home or investment property based on short-term market trends can dramatically alter asset allocations and have long lasting impacts on wealth. Here's why.
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15 May 2021

Federal Budget 2021 – Health

  While there are many aspects of our life covered in this year's Budget the following focuses on the issues related to Health.  
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14 May 2021

Building a more secure and resilient Australia

  In this Budget, the Government is taking decisive action to build our economic resilience to deal with future shocks.  
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13 May 2021

Federal Budget 2021 – Overview

  The following links to the ABC where a brief overview of the Winners and Losers from this year's Federal Budget.  
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30 April 2021

A broad range of Calculators – Tools

  These calculators, along with videos that explain accounting ideas, latest news articles, an easy to use file transfer system, and a portfolio management portal make our website a great place to keep up-to-date and obtain help on many of your financial questions. *  
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27 April 2021

Understanding the coming super balance cap changes

  The transfer balance cap is a limit on how much super can be transferred into pension accounts earning tax-free income. On 1 July, this cap will be increased. What might this mean for your retirement income stream?  
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24 April 2021

ATO releases updated guidance on LRBA and Division 7A interaction

  The ATO has updated its guidance on navigating COVID-19 LRBA relief complexities in consideration of Division 7A rules and the processes in the application of NALI.  
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21 April 2021

Phishing scams that pretend to be very reputable companies – BEWARE!!

  Sophisticated fraudsters are targeting Australian investors with investment 'phishing' scams. Find out what to watch out for so you can avoid being caught up in one.  
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18 April 2021

COVID crash: one year on

  It's now been one year since the COVID-19 outbreak sent global markets into freefall. How have investors fared since the 2020 crash and what are the lessons learned?  
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15 April 2021

Retirees aren’t sitting on their super: ASFA

  Despite some reports, the vast majority of Australians exhaust their superannuation in retirement according to data that flies in the face of the Retirement Income Review (RIR).  
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