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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.
21 November 2020

Related party purchases must be clean

  Trustees must ensure any purchase from a related party is not a proxy for a loan or financial assistance to avoid breaching their obligations.  
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18 November 2020

Most SMSFs are still poorly diversified

  Data only just released by the Australian Tax Office, detailing the asset allocations for all SMSFs in the quarter to the end of June, shows there was still a large investment weighting at that time towards cash and term deposits.  
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15 November 2020

Comprehensive list of COVID-19 initiatives and packages.

  The response by our Governments to the COVID-19 crisis has been a very good one.  Following is a comprehensive listing of links to important Federal and State initiatives and programs since the pandemic began.  
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12 November 2020

Capital preservation front of mind for SMSF returns

  SMSF investors will increasingly be attracted to investments offering capital preservation post-COVID, with volatile markets and lower dividends compromising their ability to meet investment objectives, according to an asset manager.  
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9 November 2020

What millennials are thinking about investing and retirement

Vanguard surveyed more than 850 millennials in the U.S. currently aged 24 to 39, who make at least US$50,000 per year, as part of a broader study on how people across different generations feel about retirement, investing, and financial advice during market volatility.
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29 October 2020

Budget 2020 – A very comprehensive break down.

  The following 35 links break the 2020 Federal Budget down into bite size bits.  
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27 October 2020

Budget 2020 – Fact Sheets

  The following links are to Fact Sheets that describe in detail how the Federal Government feels the 2020 Budget will impact you.  
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24 October 2020

Budget 2020 – At a Glance, Overview, Outlook

  These three areas cover all you will need to know but the accompanying two articles cover more specific topics and they might help you better understand how the Budget affects you.  
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22 October 2020

JobKeeper extension – changes implemented

  The legislative instrument implementing the changes to the JobKeeper scheme over the extended period was registered on 15 September 2020.  
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19 October 2020

Temporary home office expenses shortcut extended again

  The 80 cents per hour work-from-home deduction method has now been extended for a further three months to the end of the year.  
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16 October 2020

Investment preferences of the young

  As a new wave of investors enter the Australian share market, new trends begin to emerge.  
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13 October 2020

How to construct an effective portfolio

  Portfolio construction is always a popular topic among investors, but as markets become more volatile, the practice of carefully piecing together a jigsaw of investments that weathers both good times and bad is particularly relevant.  
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