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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.
16 December 2019

Review queries retirement system understanding

The Retirement Income Review questioned if consumers understand the end purpose of the retirement system and if more needs to be done to make it clearer.
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13 December 2019

Retirement planning in 15 minutes a day

There are few things in today's world as certain as this. Ask anyone how they are and the answer you're likely to get is "I'm good. Busy. How are you?"
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10 December 2019

Eggs, baskets and diversified SMSF investment strategies

The ATO wants to ensure that, when an SMSF has a significant majority of its investments in a single asset class, the trustees have considered, as part of the investment strategy, the risks which could arise from that limited diversification.
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7 December 2019

New opportunities for employees to claim additional superannuation

Under the current rules, the maximum amount of “concessional” superannuation contributions that can be claimed is $25,000.00 per person per annum.
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5 December 2019

ATO provides further trustee instructions on myGovID

The ATO has provided further instructions for SMSF trustees and directors around how they can prepare their funds for the advent of the myGovID system early next year.
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28 November 2019

The main benefits of professional financial help.

Unfortunately, of recent times there has been no shortage of negative press, comment and sentiment about financial planners but what is the real picture?
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25 November 2019

Downsizer contributions offer more than meets the eye

Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.
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22 November 2019

6 new financial videos

Videos are a good way to learn more about a topic or show to others who my be new to financial management.
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GDP by country since 1800

This animated chart is simply amazing.  It's fascinating to see how the world has changed and is changing.  Food for thought!!
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13 November 2019

All Australia’s vital statistics – October 2019

A great place to keep up-to-date with the 'bigger picture'.
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9 November 2019

Does your mind help or hinder your investment success?

Of all the decisions we make, investments ought to be the most rational. We should be able to whip off our rose-coloured glasses, replace them with green eyeshades and choose the lowest-cost investments with the highest-expected returns to create a diversified portfolio.
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5 November 2019

Four key principles that help achieve portfolio success

Buy low and sell high is the mantra of many a seasoned investor regardless of the asset class. Just stick to this investment strategy and you will never go wrong – right?
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