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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.
28 January 2022

Advisers warned on joint entity hurdles for ‘sophisticated investor’ qualification

The use of various entities to jointly qualify for the “sophisticated investor” status will need to navigate various legal hurdles, especially around control for structures such as SMSFs and trusts, according to a law firm.
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25 January 2022

One of the most read articles in 2021

10 little-known pension traps proving the value of advice.
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23 January 2022

Bull vs Bear

An explanation of the difference between a Bull and Bear run.
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21 January 2022

ATO holds off on TBAR compliance

  The ATO will not take compliance action against funds that have not reported a TBA event after the commencement of a new pension in the interim.  
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20 January 2022

6-member SMSFs proving popular for older trustees

The uptake of six-member SMSFs is primarily being driven by trustees over the age of 80 who want their adult children to take over the management of the fund.
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19 January 2022

Financial burden of COVID sees rise in illegal loans to members

With COVID continuing to place financial stress on businesses and individuals, there has been an uptick in SMSF members illegally accessing money from their funds, an SMSF auditor warns.
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18 January 2022

State and Federal COVID-19 support — January 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.
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25 December 2021

Why more Millennials are turning to SMSFs

The growth trajectory of more Millennial SMSFs is set to continue in the years to come, according to the chief executive of Smarter SMSF.
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23 December 2021

Inflation expectations hit 7-year high

  Australians are anticipating higher inflation in the coming years, particularly those in regional areas.  
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21 December 2021

A savings strategy for children’s education

Having a strategy in place to pay for your childrens school education is essential. Here are a few ways you can approach paying for tuition that will help you stay ahead of the school fees curve
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18 December 2021

The real impact of investment choices

Alongside uncontrollable factors like market returns, the cumulative impact of all the investment choices you make along the way is what ultimately determines your investment outcome. That's why making good decisions about investment contributions and fees is of the utmost importance.
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12 December 2021

Asian Economies (1960 – 2020)

  While there is a very rapid escalation with watching and monitoring the economies of Asia, especially China, it is always interesting to look back over time, in this case 60 years, to see how they have evolved. Doing so adds great perspective.  
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