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.

Lockdowns and mental health

  Victoria endures its sixth lockdown as the state's cases grow; NSW records 1,281 new local COVID-19 cases and three deaths. Lockdowns to be eased once 70% of the population is double vaccinated against COVID-19 yet today some 60% of Australians are in lockdown.  
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SMSFs go for growth

  SMSFs are looking to invest more in equities and less in cash in this low-yield environment, according to the Vanguard/Investment Trends 2021 SMSF Investor report released last week.  
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6-member SMSF registration availability to begin mid-August

  SMSFs will be able to add a fifth or sixth member to the fund using the Australian Business Registry from mid-August.  
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SMSF members highly satisfied with funds

  SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.  
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Videos and other resources for our clients

  Making our website into a valuable resource for our clients is very important to us.  
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Four steps to plan for a better retirement

  Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.  
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SMSF scams are on the rise: Here’s how to fight back

  The growing prominence of SMSFs has made them a ripe target for scammers.  
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ATO zeroes in on SMSF lifestyle assets

  The ATO will now have information on an individual’s new $65,000 car or their $100,000 boat as it looks to flush out tax dodgers who aren’t being completely honest about their financial affairs.  
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Five investing tips for beginners

  Here are five investing tips for those who are just beginning their investment journey.  
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Trust deed must include certain items

  An SMSF trust deed must have a series of non-negotiable items in it, such as rules allowing the use of a contribution suspense account.  
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Downsizer and bring forward combination creates new opportunities for super strategy

  With the recent bring-forward measures passed along with further extension proposed in the federal budget, its combination with potential downsizer rule changes creates a different perspective for the SMSF strategy when it comes to implementation.  
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What’s your risk profile?

  Your attitude to risk is one of the most important factors to consider when it comes to investing.  
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