Latest News Archives - Page 38 of 67 - Virtue & Partners

Extra Tools & Resources for our clients.

Over time we have supplied our clients with a growing collection of tools and resources to help in areas such as COVID-19 relief updates, articles on tax changes and updates, articles to help understand economic changes, calculators for all financial needs, and videos to help you and your family learn more about financial matters. We hope you enjoy these 'extras' and if you have any question then simply ask. *
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Extra Tools & Resources for our clients.

Over time we have supplied our clients with a growing collection of tools and resources to help in areas such as COVID-19 relief updates, articles on tax changes and updates, articles to help understand economic changes, calculators for all financial needs, and videos to help you and your family learn more about financial matters. We hope you enjoy these 'extras' and if you have any question then simply ask. *
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Ways to outsmart your cognitive biases

As markets continue to be wax and wane due to ongoing coronavirus fears and subdued employment and economic recovery numbers, it seems timely to remind ourselves of the types of behavioural and emotional biases that could lead to potentially risky investment behaviour, and how you can avoid them.
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COVID-19 cuts risk pension pain

The Federal Government recently announced the mandatory minimum drawdown rates for retirees with account-based pensions would be temporarily halved in both the 2019-20 and 2020-21 financial years.
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New laws prompt review of SMSF estate plans

In light of recent laws passed this month, many clients will need to review their estate planning to ensure their will adequately explains how superannuation and insurance payments should be dealt with.
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SMSF sector grows, new fund numbers drop

Overall growth of SMSF sector has continued despite a drop in the number of new funds in the December quarter 2019, the latest ATO statistical report shows.
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Covid-19 resources Update

Multiple sources of help and explanation the relief packages and programs our Governments have recently. All relate to Covid-19 so that you don't have to hunt for information or miss out. Your accountant can help with any question you have.
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Related-party property development concerns — Part 1

In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.
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The value of financial advice

A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time. This is on top of normal investment returns.
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A super catch-up plan

It's a number that can only be described as mindboggling: $400 million a day.
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Court decides on taxable capital gains distributions

The Federal Court has determined whether trusts that distribute capital gains to non-resident beneficiaries are taxable and will need to be included in their assessable income.
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SMSF liquidity lessons learnt from the pandemic

Sometimes it is true that you don't know what you've got. Till it's gone. Music aficionados will recognise that line from Joni Mitchell's 1970s hit Big Yellow Taxi.
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