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.
25 March 2022

SMSFs still experiencing delays with SuperStream

The latest version of the SuperStream standards has made the SMSF rollover process slower and more complicated, according to around half of SMSF professionals in an industry poll.
Read More
23 March 2022

A total returns approach to rebalancing

When reviewing your asset allocation for the purpose of rebalancing, consider whether a total returns approach to portfolio construction can help achieve your investment goals.
Read More
21 March 2022

Risking your retirement

If you're retired or approaching retirement, and dreading the next piece of news that may cause your portfolio to dip, then it might be time to revisit your asset allocation.
Read More
17 March 2022

Fresh research challenges guidance on SMSF minimum balances

New research shows that ASIC’s emphasis on minimum SMSF balances of $500,000 is “excessively conservative”, with the evidence suggesting that $200,000 may be a more appropriate threshold.
Read More
15 March 2022

Mistakes to avoid when markets are turbulent

Decisions made in response to short-term events will invariably have negative long-term consequences, so avoid these three common mistakes if you can
Read More
13 March 2022

State and Federal COVID-19 support — March 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.
Read More

State and Federal Disaster support — March 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet further national hardships.
Read More
28 February 2022

Volatile markets underscore importance of discipline

Heightened volatility and market losses early in 2022 emphasize the value for investors of a long- term focus.
Read More
26 February 2022

Russia/Ukraine: Rising geopolitical risks and portfolio implications

  Given the enormity of Russia's decision to invade Ukraine, this note provides a short update on the potential market implications.  
Read More
25 February 2022

Countries with highest life expectancy (1800 – 2099)

  In line with our ongoing theme of videos concerning global trends and statistics, this video looks at life expectancy over two hundred years.  
Read More
24 February 2022

ATO releases new guidelines to combat identity theft

ATO and the Tax Practitioners Board have developed new client verification guidelines for tax practitioners, with criminals using increasingly sophisticated attempts to steal taxpayer identities
Read More
22 February 2022

‘Catastrophic consequences’: Government lobbied on NALI rules

The non-arm’s length income rules for superannuation will result in unwarranted and significant detriment to fund members and could operate in conflict with a range of trustee duties, including the best financial interests duty, joint bodies have told the government.
Read More

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

Contact Us