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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 January 2017

Asset valuation crackdown imminent for SMSFs

  Two SMSF auditors, including a big four firm, have revealed that they expect the ATO to home in on asset valuations imminently, ahead of the introduction of new caps on 1 July 2017.
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23 January 2017

New Year (investment) resolutions

  An astute way to begin a new year is to take a close look at your personal finances - including your super and non-super investment portfolios and your retirement-saving strategies - and to think about what improvements should be made.
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16 October 2016

Checking in on our 2016 economic outlook – and looking ahead

  At the end of 2015, Vanguard Senior Economist Roger Aliaga-Diaz, Ph.D., and Vanguard's Investment Strategy Group published an economic and market outlook for 2016 and beyond.
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12 October 2016

Making a fairer and more sustainable Superannuation System

  Australian Government - Superannuation fact sheets
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3 October 2016

‘Winners and Losers’ from new super proposals

  After the government announced it will be shaking up its budgetary super measures – including scrapping the $500,000 lifetime cap on non-concessional contributions – Rice Warner outlined a list of key “winners and losers” from the new proposals.
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28 September 2016

The gymnastics of keeping your portfolio balanced

  One of the great things about the summer Olympic Games is that every four years you get to appreciate athletes and sports that don't enjoy saturation-level TV coverage.
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23 September 2016

Market Update – August 2016

  Report supplied by Zenith Investment Partners
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13 September 2016

Advisers the key to retirement stability, research shows

  A new study has found that while a majority of Australians feel unprepared for retirement .....
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9 September 2016

The toughest tasks for self-managed super

  What are the hardest aspects of running your self-managed super fund (SMSF)?
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5 September 2016

Lawyer warns on ‘adverse’ death taxes with insurance

  An industry lawyer has urged SMSF practitioners to carefully scrutinise any life insurance arrangements .....
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1 September 2016

Don’t get distracted by super changes

  It is understandable that the continuing widespread coverage of key federal Budget proposals for super may distract some .....
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27 August 2016

A savings mirage?

  Among the pitfalls of saving and investing for retirement is to mislead ourselves about the true state of our finances.
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