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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.
26 August 2017

Investors acting their age

Young investors can fall into the trap of being too conservative for their own good, forfeiting compounding long-term returns from growth assets.
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23 August 2017

ATO locks in details, addresses panic on real-time reporting

The tax office has addressed several points of confusion with the new events-based reporting regime, locked in key deadlines, and outlined what will be included in a new position paper set to be released shortly for the SMSF community. 
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20 August 2017

Government ‘undermines’ tax system in new moves on property expenses

Newly-released draft legislation, which firms up the 2017 budget move to limit investors’ ability to claim travel expenses and depreciation deductions, will “upset the fundamental basis behind our tax system” according to an accounting body.
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17 August 2017

Multiple super accounts in a ‘gig’ society

Just yesterday (23-7-17) a planner's client said 'By the way I located lost super and would like some financial advice please. There are still a couple more lost supers, not located, How should I proceed?  (NB: do not let things simply run because in a few years you'll forget and discovery will be very hard).
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14 August 2017

Why Australian retirees aren’t happy and what we can do about it

When it comes to retirement planning, we could be forgiven for giving ourselves a collective pat on the back here in Australia.
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5 August 2017

Technical expert flags estate planning strategies for 2017-18

With the $1.6 million transfer balance cap now in place, technical experts have identified some of the considerations that will need to be made in relation to death benefits and reversionary pensions.
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1 August 2017

Government to shut down salary sacrifice loophole

The government has announced it will remove a loophole from legislation that allows unscrupulous employers to use their employee’s salary sacrifice contributions to pay their Superannuation Guarantee obligations
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27 July 2017

Items that heat up your depreciation deductions

With the winter season upon us, a number of property investors may be thinking of doing nothing more than curling up under a rug in front of a wood fire with a good cup of coffee.
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24 July 2017

‘Tens of thousands’ of SMSFs at risk with ECPI

The Actuaries Institute has addressed the ATO with significant concerns about a recent interpretation related to exempt current pension income (ECPI), fearing many SMSFs will make incorrect claims as a result.
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19 July 2017

Do’s and don’ts of estate planning

Most financial planners are now fully aware of the importance of estate planning when it comes to developing a comprehensive financial plan for their clients.
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15 July 2017

LISTO to help boost women’s super

New Government initiative to benefit women's superannuation.
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12 July 2017

Smart ways to stretch retirement money

Just think that in early June 2008, the Reserve Bank's cash rate stood at 7.25 per cent. Now fast forward nine years to early June 2017 and Australia's current cash rate is 1.5 per cent.
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