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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.
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.  
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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.  
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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
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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.
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19 February 2022

Vaccination rates (Dose)

61.4% of the world population has received at least one dose of a COVID-19 vaccine. 10.2 billion doses have been administered globally, and 18.22 million are now administered each day. Only 10% of people in low-income countries have received at least one dose.
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17 February 2022

Important detail highlighted in legacy pension draft regulations

While the draft regulations aimed at tackling the excess transfer balance issue are a welcome development, SMSF trustees will have to hope the ATO releases the excess notice determination quickly to avoid interest building up, according to Heffron.
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15 February 2022

What to expect in 2022

2022 is set to be a bumpy year for investors, but sticking to an investment strategy and thinking long-term will help investors navigate the road ahead.
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13 February 2022

Why investment predications can be likened to weather forecasts

Investment forecasts, just like weather forecasts, should be used to help inform but not entirely drive decision-making.
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10 February 2022

State and Federal COVID-19 support — February 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.
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31 January 2022

Excuses limited for late death benefit payments

  The ATO will only recognise limited reasons offered by trustees as an acceptable excuse for not paying a death benefit within the standard timeframe.  
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28 January 2022

Advisers warned on joint entity hurdles for ‘sophisticated investor’ qualification

The use of various entities to jointly qualify for the “sophisticated investor” status will need to navigate various legal hurdles, especially around control for structures such as SMSFs and trusts, according to a law firm.
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25 January 2022

One of the most read articles in 2021

10 little-known pension traps proving the value of advice.
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