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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.
18 January 2018

As share prices rise, the risk-return trade-off gets tricky

Part of Vanguard's Global Macro Matters research series.
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14 January 2018

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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11 January 2018

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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8 January 2018

Made in Albania? How globalisation is creating challenges for Chinese policymakers

Is cheap manufacturing starting to move away from China?
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1 January 2018

Our Advent calendar for 2017

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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20 December 2017

For the young it a question of engagement

Robyn Bowerman relates a chat he had with a young relative who was starting a new job.  A case for starting to save from the outset.  The importance of asset allocation.
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15 December 2017

Address Under-insurance at Personal Finance Level – Global study

Income protection insurance should be presented as part of personal finances and Governments should be pressuring insurers to provide transparent and easy to understand products, a new global study into income protection under-insurance has stated.
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10 December 2017

Realism vs reality – working part-time as retirees

Are you planning to boost your retirement income by doing some part-time work once you eventually retire? Perhaps you have included the expectation of some paid work in your calculations about how much you need to finance your retirement.
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6 December 2017

SMSFs warned on ‘ticking time bomb’ with outdated deeds

A surprising number of older SMSF deeds pre-dating the 2008 financial year still remain, some of which contain inappropriate clauses exposing members to unforeseen risks, an industry lawyer warns.
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1 December 2017

Statutory wills are underutilised in estate planning

Statutory wills are being neglected in situations where a family member has lost capacity with the absence of an established will, according to Australian Unity Trustees.
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22 November 2017

Resources on our site to help you, your family and your friends.

Your Financial Planner supplies you with more tools and resources than most others and at no extra cost.  Use them to improve your planning for the future.
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19 November 2017

Calls to Review ASIC’s Definition of Lapse Insurance

Industry stakeholders are seeking clarity from ASIC over the criteria it is using to determine the incidence of life insurance policy lapses.
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