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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.
18 March 2023

Why most investors want human advice

Artificial intelligence systems, and their ability to undertake often complex tasks in seconds, are increasingly gaining attention and user traction.
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14 March 2023

No plans to extend NALI compliance relief, says ATO

The ATO says it does not intend to extend PCG 2020/5 for another year and will wait to see what changes the government legislates.
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11 March 2023

China’s economic rebound lowers the odds of a global recession

Why markets are optimistic
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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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