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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 March 2024

Could your SMSF do with more diversification?

Australian Tax Office Office data shows a high percentage of SMSFs are lacking portfolio diversification.  
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23 March 2024

Planning financially for a career break

A pause in super contributions can have long-lasting effects. Here's how to plan ahead for super breaks.
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21 March 2024

Investment and economic outlook, February 2024

Region-by-region economic outlook and latest forecasts for investment returns.
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18 March 2024

Latest stats back up research into SMSF longevity and returns: educator

There was a dramatic decrease in the number of SMSF wind-ups from 2018 to 2023, indicating that the SMSF sector is outperforming APRA funds in both returns and customer satisfaction, says a leading educator.
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14 March 2024

Regular reviews and safekeeping of documents vital: expert

Keeping track of all documents relating to an SMSF trust deed is important if an estate planning issue arises, says an industry expert.
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13 March 2024

Trustee decisions are at their own discretion: expert

A trustee doesn’t need to show reasons why they made a decision, they will only need to show they followed a proper decision-making process, says a specialist legal adviser.    
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9 March 2024

Illegal access nets $637 million

The ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.
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29 February 2024

Wheat Production by Country

Check out the countries that produce the most wheat.
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26 February 2024

Investment and economic outlook, January 2024

Region-by-region economic outlook and latest forecasts for investment returns.
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23 February 2024

Four timeless principles for investing success

Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan.
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21 February 2024

Super literacy low for cash-strapped

Financial literacy around superannuation is poor for many lower-income people, who still question why they can’t access their funds until retirement age.
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18 February 2024

Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down.
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