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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.
22 February 2019

New Year resolutions – New Year strategies

Here’s some good news for investors. With a few straightforward New Year resolutions and strategies, they can become better investors and better managers of their personal finances.
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18 February 2019

Part 4 – The major benefit of ‘behavioural coaching’

  One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad.
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15 February 2019

3 tips for weathering the market’s bumpy ride

A very interesting graph comparing short term volatility with past long term reality.
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12 February 2019

Common BDBN ‘pitfalls’ flagged in wake of ASIC action

An industry law firm has identified some of the common traps with BDBNs that can land advisers and their clients in trouble.  One example being a recent case of incorrect witnessing of binding nominations.
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9 February 2019

Case law points to ‘growing importance’ of SMSF document chain

Another thing SMSF Trustees need to be aware of.
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6 February 2019

How Australia is performing.

            An up-to-date snapshot of Australia's vital statistics.   Please click on the following link to see all this interesting information. The areas covered are: Overview Markets GDP Labour Prices Money Trade Government Business Consumer Housing Taxes Climate   Access all this data here.   tradingeconomics.com
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31 January 2019

Global outlook summary: Down but not out

As the global economy enters its tenth year of expansion following the global financial crisis, concerns are growing that a recession may be imminent. 
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27 January 2019

Australia – a comprehensive run-down of our vital statistics.

          An up-to-date snapshot of Australia's vital statistics.   Please click on the following link to see all this interesting information. The areas covered are: Overview Markets GDP Labour Prices Money Trade Government Business Consumer Housing Taxes Climate   Access all this data here.   tradingeconomics.com
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23 January 2019

Your guide to smarter holiday reading

Given all of the talk about many Australians being apathetic about their superannuation, it seems counter-initiative that one of the fastest-selling books ever in Australia is about how to improve your personal finances.
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19 January 2019

Verifying asset values in a SMSF.

ATO issues fresh warning on valuations after major cases.
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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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