02 9977 8800

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.
24 October 2021

Greenhouse gas emission by country since 1880

The total sum of CO2 emissions since 1880 (in tons).  Food for thought, that's for sure.
Read More
21 October 2021

Low interest rates require a strategic rethink

In an era of lower-for-longer interest rates and investment returns, retirees in particular should be thinking beyond just income generation to fund their lifestyle spending.
Read More
18 October 2021

SMSFs, employee share schemes & NALI

Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.
Read More

SMSFs, employee share schemes & NALI

Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.
Read More
15 October 2021

Three ways to keep market uncertainty in perspective

No one can say for certain what the markets will do. What we do know however is that investors fare best when they focus on the factors they can control.
Read More
12 October 2021

ATO extends COVID-19 relief for SMSFs

The ATO has made an extension to several COVID-19 compliance relief for SMSFs to cover the 2021-22 financial year.
Read More
30 September 2021

Two AAT decisions on what constitutes business real property

  Two recent AAT decisions shed important light on what constitutes business real property: Allzams Trust and Commissioner of Taxation [2021] AATA 2767 and Allen and Commissioner of Taxation [2021] AATA 2768.  
Read More
27 September 2021

A proven way to build wealth

  Reinvesting income distributions and having the discipline to contribute regularly is a powerful way to build wealth, as evidenced in Vanguard's 2021 Index Chart.  
Read More
24 September 2021

Retirement can be risky business

  Retirees face a variety of risks in retirement including market risk, inflation risk and longevity risk. Here are some strategies to help mitigate them so you can achieve financial peace of mind.  
Read More
18 September 2021

ATO flags availability of COVID-19 early release super recontribution

  Individuals can now recontribute amounts they withdrew under the COVID-19 early release of super program.  
Read More
15 September 2021

The rise of the female investor

  While society continues to grapple with the factors driving gender and pay inequity, women are proactively turning to investing more than ever before. And in doing so, they are demonstrating a very competent and sensible approach to building up their wealth outside of superannuation.  
Read More
13 September 2021

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.  
Read More

To discuss how we can tailor our services to meet your needs, please get in touch

Contact Us