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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.
9 June 2024

Middle-to-higher incomes boosting SMSF growth

The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher incomes driving an increase in new funds established, according to statistics released by the ATO.
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29 May 2024

ATO warns trustees about increasing crypto scams

SMSF trustees are being warned to be on the lookout for crypto investment scams.
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26 May 2024

The Shortest-reigning Monarchs in History

Check out the Shortest-reigning Monarchs in History
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23 May 2024

ACCC scam report

Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)
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21 May 2024

Connecting an adviser with your children

How parents and advisers can work together to manage intergenerational wealth transfers.
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18 May 2024

Australia’s debt service ratio ‘extraordinary’: CBA

The change in the debt service ratio has been ‘extraordinary’, according to the major bank.
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14 May 2024

Budget breakdown – Federal Government Analysis

The 2024 Federal Budget is broken down into these five PDFs. Click on each to read more.
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Winners & Losers

Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.
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Federal Budget 2024

Four main components of this year's Federal Budget can be seen by using the following links.
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13 May 2024

What is the future of advice and how far off is superannuation 2.0?

Financial advice can make a massive difference in people’s lives. We know this because we see every day in our data just how much better off people are when they follow the advice. But up until now, the majority of Australians haven’t been able to afford it. As a consequence, most Aussies are unaware of what advice is and how it can help them be better off.
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Investment and economic outlook, April 2024

Our region-by-region economic outlook and latest forecasts for investment returns.
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9 May 2024

Getting to a higher level of financial literacy in Australia

The practical benefits of improving financial literacy.
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