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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.
27 February 2023

Digital advice firm optimistic QAR will ‘reset financial advice’

Ignition Wealth says the final QAR report will help reshape advice and has pushed the government to implement the review’s recommendations in their entirety.
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26 February 2023

When to be proactive about your portfolio

The mid-year point is an opportune time to take stock of your investment holdings – but reviewing your portfolio should really be an ongoing exercise.
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25 February 2023

ATO warns SMSF on sole purpose test for property investment

  Property investment by an SMSF will fail the sole purpose test if it provides pre-retirement benefit to someone such as personal use of a fund asset, warned the ATO director of the SMSF Auditors Segment.  
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24 February 2023

TBC set for double indexation from 1 July

The general transfer balance cap is set to increase to $1.9 million from 1 July based on CPI figures released today.
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18 February 2023

Inflation edges lower while GDP grows but slows

  The latest figures from the ABS reveal economic growth last year and show inflation coming off its peak.  
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Why superannuation fund fees matter

The fees you pay on your super could have a material impact on how you retire, which is why it's important to understand how they work.
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17 February 2023

One in seven SMSF directors yet to apply for ID

  Around 100,000 SMSF directors still need to apply for their director ID despite the deadline passing two months ago.  Extensions are available for legitimate reasons.  
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16 February 2023

Australian equities retain grip on SMSF assets

  The largest portion of the SMSF investment pool is held in domestic shares, according to a recent survey.      
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14 February 2023

Beating back inflation, but at what cost?

Joe Davis, Vanguard’s global chief economist, gives a high-level overview of where the economy and markets are likely headed in 2023. Inflation is abating, thanks in part to central banks’ aggressive actions, but it may come at a cost, with recession likely in most developed markets. But it may not be all bad news for the financial markets.
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11 February 2023

ATO issues fresh warning on illegal early access schemes

With illegal early access schemes on the rise, the Tax Office has issued a fact sheet warning super members about the promoters of these schemes.
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31 January 2023

A review of the last two decades in investing

Robin Bowerman, Head of Corporate Affairs and Editor of Smart Investing, is retiring after almost 20 years with Vanguard. Here he reflects on the investment landscape over the last two decades.
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27 January 2023

Auditor flags surprising traps with e-signatures and SMSFs

A specialist auditor has explained some of the grey areas and confusing aspects of electronic signatures and SMSF documents.
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