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.

The gymnastics of keeping your portfolio balanced

  One of the great things about the summer Olympic Games is that every four years you get to appreciate athletes and sports that don't enjoy saturation-level TV coverage.
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Market Update – August 2016

  Report supplied by Zenith Investment Partners
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Advisers the key to retirement stability, research shows

  A new study has found that while a majority of Australians feel unprepared for retirement .....
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The toughest tasks for self-managed super

  What are the hardest aspects of running your self-managed super fund (SMSF)?
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Lawyer warns on ‘adverse’ death taxes with insurance

  An industry lawyer has urged SMSF practitioners to carefully scrutinise any life insurance arrangements .....
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Don’t get distracted by super changes

  It is understandable that the continuing widespread coverage of key federal Budget proposals for super may distract some .....
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A savings mirage?

  Among the pitfalls of saving and investing for retirement is to mislead ourselves about the true state of our finances.
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Market Update – July 2016

  See below for key points in this update and the report itself.
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Mortgages, personal debt and retirement

  Ideally, we would enter retirement with our home mortgages paid off and completely free of any other kind of debt.
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Cost of retirement continues to climb

  The Association of Superannuation Funds of Australia (ASFA) retirement standard for the December quarter shows living costs for retirees have risen once again.
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Personal finance goes ‘viral’

  Home videos of animals or babies often seem to go viral on the internet. But have you heard about a list of personal finance tips going viral on the net?
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ATO warns on poor asset records causing SMSF breaches

  The ATO has stressed the importance of clearly distinguishing SMSF assets, with some funds losing assets to lenders following personal debts because they were not recorded correctly.
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