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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.
6 November 2018

‘Hefty penalties’ with TRIS payment failures, SMSFs warned

With clients who fail to pay the minimum pension payments for TRISs potentially up for illegal early release and significant penalties, SMSF practitioners have been urged to pay close attention in this area.
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2 November 2018

The global financial crisis: Behind us but far from over

Ten years ago this month, Lehman Brothers, the fourth-largest US investment bank, filed for bankruptcy protection.
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27 October 2018

‘Huge’ professional risk in SG delays, big four firm warns

With single touch payroll making it easier for the ATO to identify unpaid SG, telling clients to wait for the SG amnesty could be a risky move impacting their professional obligations, warns a big four accounting firm.
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24 October 2018

What a financial adviser can add to your portfolio’s returns.

            A 16 year study by Vanguard (latest report from July 2018) has found that this figure is about 3% net.  This is over and above what might be generated by non-planner assisted investment activity.  This means that even for small investors, a financial planner will not only pay for […]
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20 October 2018

ATO updates crypto guidance

The ATO has updated its guidelines on the tax treatment of cryptocurrencies, including issues on exchanging one cryptocurrency for another and record-keeping requirements.
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16 October 2018

Reverse mortgages: Short-term gain, long-term pain

Residential property has long been a major store of wealth for average Australians.
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13 October 2018

ATO set sights on 27,000 funds in ongoing crackdown

While efforts by tax agents and the ATO has seen a dramatic drop in the number of non-lodgers, 27,000 registered SMSFs that have not lodged since their establishment remain on its radar.
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10 October 2018

ATO zones in on hundreds of newly created reserves

ATO deputy commissioner James O’Halloran
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6 October 2018

A dynamic approach to retiree spending and drawdowns

Here's a critical question for retirees and those nearing retirement: How much are you intending to drawdown and spend each year from your retirement savings?
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3 October 2018

Your investment freedom-maker

Given that repeated research has found that a diversified portfolio's asset allocation is responsible for the vast majority of its variations in returns over time, it makes much sense for investors to get it right.
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28 September 2018

Living expenses for retirees on the rise

The latest Association of Superannuation Funds of Australia (ASFA) statistics into retirement lifestyles has shown a jump in the cost for retirees during the June 2018 quarter, driven mainly by clothing, transport and health services.
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25 September 2018

Still a long and bumpy road to travel on the way to a U.S.-China deal

Headlines about trade wars between the U.S. and other nations have been moving global financial markets this year.
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