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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.
28 February 2021

The real value of advice

  The right words of advice - whether it be from friends or family, business mentor, sports coach - can have lasting impact on the way we lead our lives, manage our businesses. The same holds true for financial advice.  
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26 February 2021

Taking a deeper dive into indexation of the transfer balance cap

  With the recent indexation of the general transfer balance cap causing discussion around its complexities, technical experts take a deeper look into what will happen on 1 July.  
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23 February 2021

ASIC sounds warning around high-yield bond scams

  The corporate regulator has warned of a rise in scammers targeting Australian investors by pretending to be associated with well-known domestic and international financial service firms.  
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20 February 2021

How to pass the diversification test

  Diversification, spreading your money across a range of different assets rather than putting it all into one place, is one of the core principles of investment risk management. That's because investment returns from different assets are never consistent.  
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18 February 2021

Rollout of Director ID Numbers (DIN) is ahead of schedule

  Director identification numbers may be introduced sooner than expected for SMSFs with corporate trustees, with the government moving quickly with the rollout of systems and processes, according to a technical expert.  
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15 February 2021

The perks of staying invested

  In times of severe market disruption 'doing nothing' often feels unacceptable. Surely such market movements means you have to respond.  
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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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