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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.
4 March 2017

Jump-start your retirement savings

  Unfortunately, many people would reach their mid-fifties and conclude that their savings are not on track to finance a satisfactory lifestyle in retirement. 
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1 March 2017

Government urged to rectify ‘legislative shortcoming’ with CGT relief

  The Tax Institute has called for an extension of the deadline for applying the CGT relief in respect to the segregated approach, amid concerns some SMSF trustees are at risk of missing out.
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27 February 2017

Some financial terms explained

  Below are four important financial terms.  They are Transition to Retirement; Pension Phase; Allocated Pensions; and Estate Planning.
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16 February 2017

Areas of key focus for SMSFs in 2017.

  As the new legislative changes to superannuation are rolled out, national law firm Gadens has flagged what key areas professionals will need to act on, with time already “running out” on certain items.
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9 February 2017

Your New Year reading: beyond John Grisham

  Behavioural economist and psychologist Daniel Kahneman has begun 2017 by retaining his place near the top of The New York Times best-seller list, wedged among the latest John Grisham legal thriller, The Whistler, and the psychological thriller The girl on the train by Paula Hawkins.
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6 February 2017

What a long-term view of the market can teach investors

  The curtain coming down on another year has a way of focusing the mind on how time is passing. 
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3 February 2017

CGT confusion seeing unnecessary sell-offs

  A lot of SMSF trustees are confused by the CGT transitional relief provided in the super reforms and are selling off fund assets ...
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30 January 2017

‘Devastating’ property investments hitting SMSFs

  Several SMSF professionals have revealed that their clients are being increasingly the target, and victims, of dodgy property schemes promising high yield and minimal risk.
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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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