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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.
7 August 2018

Estate planning in the new environment

The introduction of the transfer balance cap (TBC) on 1 July 2017 has had a severe impact on estate plans that include superannuation savings. 
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3 August 2018

ATO issues alert on super, tax scams

Beware identify theft scams.
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25 July 2018

SMSFs: Our ‘hardest’ jobs

What are the hardest aspects of running your self-managed super fund (SMSF)?
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21 July 2018

ASIC issues alert over big gaps in SMSF trustee knowledge

          ASIC's latest research concludes many SMSF trustees lack a basic understanding of their legal obligations and often fall prey to property spruikers, but the profession is already finding holes in the corporate regulator's surveying.   ASIC released two reports this week following a major review it conducted into the experiences […]
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17 July 2018

Super savings gap for women stuck at 30%

While the gender gap in superannuation is improving, an economic index indicates women are still retiring with superannuation balances 30 per cent lower than men.
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13 July 2018

Statistics for all Australians

                Please click on the following link to see all this interesting information. The areas covered are: Overview Markets GDP Labour Prices Money Trade Government Business Consumer Housing Taxes Climate   Access all this data here.   tradingeconomics.com
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9 July 2018

Super set to play bigger retirement role

Statistical evidence shows superannuation is likely to play a more significant role than it currently does in the retirement income space for Australians, a senior financial services executive has said.
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5 July 2018

Why SMSFs want estate-planning advice

An estimated 77,000 self-managed super funds (SMSFs) have unmet needs for advice on estate planning.
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1 July 2018

The power of financial role models

Role models are important in many stages of life. Be it school years, on the sporting field or in your career, having a positive role model, someone to compare yourself to and measure your progress against, can be a powerful and positive influence.
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27 June 2018

Survey reveals strong opposition to retirement system changes

The majority of Australians are opposed to further changes to the retirement system, despite the rising costs with supporting an ageing population a recent survey has shown.
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23 June 2018

Assess your retirement financial resources

#4 in a series of informative blogs on this topic, links to three others are below. Assessing financial resources is surely at the top or near the top of most investors' lists of what really matters for their retirement planning. Have you given this issue enough attention?
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19 June 2018

Cryptocurrency audits tipped to increase this EOFY

Audit activities around cryptocurrency are set to spike this tax time as part of the ATO’s broader risk analysis in its black economy crackdown, says one mid-tier.
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