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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.
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SMSFs warned on ‘ticking time bomb’ with outdated deeds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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16 November 2017

Paperwork bungles lead to $38k in payments

An example of the need to keep good records for everything you do.
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13 November 2017

Self-employed? Don’t miss out on super

There are plenty of benefits from being self-employed including having a typically high degree of independence.
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7 November 2017

Australian Dietary Guidelines and healthy eating chart (PDF)

The Australian Dietary Guidelines give advice on eating for health and wellbeing. They’re called dietary guidelines because it’s your usual diet that influences your health. Based on the latest scientific evidence, they describe the best approach to eating for a long and healthy life.
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3 November 2017

Big concessions looking likely for transfer balance limit: ATO

The ATO has given a strong indication that there will be concessions made in relation to events-based reporting for those SMSFs with balances significantly lower than $1.6 million, after a period of industry consultation "blew out" the ATO's expectations.
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30 October 2017

Raft of superannuation measures enter Parliament

The government has introduced a number of bills into Parliament relating to contributions including the removal of an employer loophole with salary sacrifice arrangements.
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27 October 2017

US Fed policy: Normalisation begins

Commentary by Vanguard Global Chief Economist Joe Davis. Figures cited are in Australian dollars, at September 2017 exchange rates.
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