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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.
10 February 2020

Total return investing

It wasn't long ago that the common view was to save and invest through your working life and then retire to a portfolio that delivered at least a 5 per cent income yield every year.
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7 February 2020

Retirement trap hurting saving Aussies

Be aware:  Australians are being warned that they will need half a million dollars to escape the “retirement trap” of a reduced pension due to assets meeting certain thresholds.
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29 January 2020

ATO outlines tax relief for bushfire victims

The ATO has outlined the ways in which those impacted by Australia’s bushfire crisis will be given relief from any outstanding tax obligations.
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27 January 2020

Catch-up concessional contributions – strategies and practicalities

It’s been a long time coming but members are finally able to use the catch-up concessional contribution rules for the first time this year (2019–20).
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24 January 2020

Nearing retirement? 7 steps to take before you leave work

You're so close. You were diligent in making additional contributions to your super when it made sense and have saved enough in your fund of choice.
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21 January 2020

2020 audits to focus on investment strategy

SMSF auditors are expected to focus more clearly on specific details and evidence around a fund’s investment strategy in the coming year as the industry continues to feel the ripple effects from the ATO’s diversification letter campaign of 2019.
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18 January 2020

Australia – latest facts and figures

The data contained on this website can help with many day to day decisions.
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15 January 2020

‘Visible, valued and owned’: ATO outlines super priorities for new year

The ATO has renewed its commitment to making sure super is “visible, valued and owned” in 2020, naming consolidation of member accounts and reducing the incidence of SG non-payment as some of its key priorities for the coming year.
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12 January 2020

A 20-year investment growth story

At the end of 2018, after a dismal fourth quarter – in fact, the worst quarterly performance in seven years – the Australian share market closed at a two-year low.
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10 January 2020

Retire on your own terms and not the market’s

One of the biggest retirement challenges is ensuring that the savings accumulated during your working years lasts as long as you do.
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25 December 2019

Our Advent calendar for 2019

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period.
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23 December 2019

The economic and investment outlook for 2020

The 2019 year has been unpredictable for investors, with weaker economic growth and ongoing geopolitical tensions leading to heightened volatility on investment markets.
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