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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.
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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23 August 2016

Market Update – July 2016

  See below for key points in this update and the report itself.
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14 March 2016

Mortgages, personal debt and retirement

  Ideally, we would enter retirement with our home mortgages paid off and completely free of any other kind of debt.
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11 March 2016

Cost of retirement continues to climb

  The Association of Superannuation Funds of Australia (ASFA) retirement standard for the December quarter shows living costs for retirees have risen once again.
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8 March 2016

Personal finance goes ‘viral’

  Home videos of animals or babies often seem to go viral on the internet. But have you heard about a list of personal finance tips going viral on the net?
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5 March 2016

ATO warns on poor asset records causing SMSF breaches

  The ATO has stressed the importance of clearly distinguishing SMSF assets, with some funds losing assets to lenders following personal debts because they were not recorded correctly.
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1 March 2016

When is an unallocated contribution account a reserve?

  The ATO interpretative decisions and tax determinations on this issue refer to contributions being allocated to an “unallocated contribution account”.
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26 February 2016

Market Update – 31st January 2016

A snapshot of the key points for January 2016
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