Latest News Archives - Page 58 of 74 - Virtue & Partners

15 January 2019

Admin, BDBN errors flagged for SMSFs this year

SMSF practitioners and their clients have been cautioned on some of the ongoing mistakes that continue to be made with documentation and some of the newer traps that have cropped up with the changes to superannuation.
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11 January 2019

ATO targets non-arm’s length income – NALI

Following a series of ATO audits conducted on SMSFs in recent months, the ATO has been applying non-arm’s length income to a number of SMSFs resulting in serious tax consequences for these funds, warns an industry consultant.
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Retiring in their 30s or 40s?

The stories about people who have embraced the FIRE — it stands for Financial Independence Retire Early — movement are fascinating.
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31 December 2018

Ranking of the world’s best: Taking it personally

You may have read about the latest ranking of Australia as one of the best countries for retirees in terms of lifestyle and retirement-income systems.
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28 December 2018

The value of advice – Behavioural Coaching

Behavioural coaching is a major component in how a financial planner adds value to your portfolio.
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25 December 2018

Our Advent calendar for 2018

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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21 December 2018

Compliance, tax advice in strongest demand from SMSFs

While investment advice is the most valued by SMSF clients, compliance and tax are still the areas that SMSF trustees required the most assistance with, according to recent research.
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13 December 2018

Franking credit policy to dent retirement savings by 15 per cent

Data analysis based on a 20-year time frame indicates that Labor’s franking credit proposal could reduce retirement savings by 15 per cent for SMSFs with an average balance.
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9 December 2018

Information needed to be the BBQ expert.

Comprehensive statistics on how Australia is performing.
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4 December 2018

Hungry for income? Choose carefully.

When you are working or looking for a job, it’s only natural to think about the size of your paycheck. After all, you need to pay your bills, and it always helps to have a little extra.
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30 November 2018

Retiree self-protection: A volatility-and-downturn ‘bucket’

The latest fall in share prices close to the 10-year anniversary of the global financial crisis (GFC) is likely to prompt more retirees and near-retirees to think about creating a volatility-and-downturn cash bucket.
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27 November 2018

How financial advice helps create wealth.

An article based on a 16 year study by Vanguard Investments Pty Ltd.
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