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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.
11 May 2019

Goodbye to ad-hoc portfolios

Investment portfolios are often built in an ad-hoc fashion with too little thought given to taking a co-ordinated approach to investing.
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7 May 2019

Wanted: More voluntary super contributions

Are you contributing enough to super? Recent research highlights the reality that most members of large super funds do not make voluntary contributions.
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3 May 2019

Australia by the numbers – May Update

          An up-to-date snapshot of Australia's vital statistics.   Please click on the following link to see all this interesting information. The areas covered are: Overview Markets GDP Labour Prices Money Trade Government Business Consumer Housing Taxes Climate   Access all this data here.   tradingeconomics.com
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30 April 2019

Federal Budget 2019 – Overview

The Government’s economic plan and this Budget are building a stronger economy and securing a better future for all Australians. This Budget and our economic plan are: Returning the budget to surplus Delivering more jobs Providing lower taxes Guaranteeing essential services like Medicare, schools, hospitals and roads
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29 April 2019

How the 2019 Federal Budget affects you

The following links take you to that section of the 2019 Budget that affects you most.
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28 April 2019

The problem with getting to 53 years of age.

Here's some food for thought and another reason why getting professional help from a financial planner is worth serious consideration.
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25 April 2019

Paying for health care in retirement

In retirement, an Australian couple needs from $4,700 to $9,400 a year to pay for health care , according to the Association of Superannuation Funds of Australia, and the average cost of private health insurance rose 4.8 per cent in 2017, far outpacing inflation.
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22 April 2019

Personal super contributions and the 10% test

With Labor threatening to reinstate the 10 per cent test if elected, SMSF clients may want to make the most of their ability to claim deductions for personal contributions this financial year, says a technical expert.
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18 April 2019

What investors can expect as key moves affecting markets await

Investors saw increased market volatility and uncertainty at the end of 2018, largely because of a changing investment landscape and slowing global economy. 
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14 April 2019

ATO flags PAYG obligations for SMSFs with legacy pensions

The ATO has reminded SMSFs that are paying capped defined benefit income streams to members to ensure they are meeting their PAYG obligations.
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10 April 2019

Don’t just plan for retirement; Plan for your life

In the financial services industry, advising people to spend money is like being a doctor encouraging ice-cream consumption. 
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6 April 2019

Consumers misunderstand types of advice

The need to be studious about our financial future never goes away and ASIC is pushing hard to help us all understand this.  Advice is very important but so to is having a good understanding of what is being proposed. 
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