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.

How will downsizer contributions work for SMSFs?

With downsizer contributions coming into effect on 1 July 2018, what are some tips and traps for SMSFs and their members.
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Where Australia is at. Our leading indicators.

While dry and not that exciting, stats on how Australia is going in regard to a vast range of important issues can be very illuminating.
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‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told

Despite crytpocurrency not being regulated as a financial product, the requisites of best interests duty still strictly apply as the regulators circle, advisers are being told. 
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Power of retiree super dollars

With the waves of baby boomers now nearing or entering retirement, it is hardly surprising that the ranks of retired super members is rapidly growing. Yet the extent of that growth may surprise you.
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Beyond share prices

Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses).
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Financial advice is the leading trigger to review insurance inside Super

Financial advice has been found to be the leading cause of people taking action to review their life insurance inside a superannuation fund.
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Opinion – 2018 to be the year of the machine

As artificial intelligence (AI) moves from the realms of fantasy to reality, it brings both opportunities and threats for investors in 2018. 
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Rising risks to the status quo

The financial markets' low volatility underscores investors' conviction that the long-term global economic trends of modest growth and tepid inflation will also define shorter-term cycles. But risks lie in mistaking the trend for the cycle.
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UPDATE: Australia’s vital statistics

Keep up to date regarding how our great country is traveling.  Almost 150 different items covered. 
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As share prices rise, the risk-return trade-off gets tricky

Part of Vanguard's Global Macro Matters research series.
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Technical expert flags top 3 traps with CGT relief

While SMSF practitioners may be familiar with the rules for CGT relief, there are some key areas where professionals are hitting snags with the practical aspects of applying the relief, says a technical expert.
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Become a better investor through your holiday reading

Behavioural economist Daniel Kahneman – who teaches us to control our damaging behavioural traits to become better, more-disciplined investors – continues as a powerful force on the best-seller lists as 2017 draws to a close.
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