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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.
12 February 2021

Retirees proceeding with downsizing plans as confidence rises

  Downsizer contributions were the top query received by the BT technical services team in the December quarter, with many retirees looking to downsize for lifestyle and health reasons.  
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10 February 2021

Early access boosted interest in advice

  Public interest in financial advice rose significantly in 2020, with consumers focusing their online searches on super topics as the government launched its COVID-19 early access scheme, according to new data from fund manager Allan Gray.  
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30 January 2021

Returning expats reminded on tax snares with pensions, investments

  With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has highlighted some important tax implications and considerations, including the foreign pension transfers.  
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29 January 2021

Retirees need new super investment approach

  The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an investment expert has warned.  
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24 January 2021

Retirement the ‘number one trigger’ for financial advice

  Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.  
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18 January 2021

Approaching the dawn

  COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?  
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15 January 2021

Vaccination rates as they happen around the world

  A new resource is now available that shows the rates per country of COVID-19 vaccinations.  We all suffered in many ways as COVID number increased, now, as expected, let's watch them start to drop.  
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25 December 2020

Super, death, and taxes

  An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.  
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23 December 2020

Behind the dash in new market listings

  There's been an unexpected surge in new listings on the Australian share market over recent months. So, what is driving this IPO boom?  
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21 December 2020

Investing basics for first timers

  The students of 2020 are graduating to the adult world in one of the most uncertain times in recent history amid recession, pandemic and global political tensions. In times like these, knowing the basics of how to get started down the road to prosperity is more important than ever.  
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19 December 2020

Small SMSFs develop rapidly

  The latest industry research has shown SMSFs with low balances grow to levels allowing them to become cost-efficient very quickly.  
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16 December 2020

Government targets fund expenditure, best interests in new super reforms

  Recently released draft exposure legislation will require trustees of super funds, including SMSFs, to exercise their powers in the best financial interests of beneficiaries and require APRA-regulated funds to support their expenditures with evidence.  
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