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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.
20 September 2026

How to turn your annual SMSF investment strategy review into a genuine analytical exercise

Many SMSF trustees see the annual investment strategy review as a compliance obligation.
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18 September 2026

SMSF pension shortfall – when can trustees self-assess?

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.
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15 September 2026

CSLR levy on SMSFs unfair

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.
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12 September 2026

Financial literacy in Australia: Where we’re improving (and falling behind)

How well do we understand our money?
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9 September 2026

Five steps towards a more confident retirement

Small steps today could make a big difference to how you feel about retirement.
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28 August 2026

ATO’s LRBA data significantly less than industry figures

There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests.
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25 August 2026

How to maximise the impact of your inheritance

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely  
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22 August 2026

Six ways Gen X can build retirement savings

Making the most of your peak earning years
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20 August 2026

Contribution splitting now more valuable

The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.  
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18 August 2026

New to SMSFs? Start preparing for your first SAR lodgment

New SMSFs that are required to lodge a self-managed super fund annual return by 31 October should start preparing now, the ATO said.
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15 August 2026

Can I still get the Age Pension if my super is healthy?

A healthy super balance doesn't always rule you out of the Age Pension
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12 August 2026

New deeming thresholds could deliver small part age pension

Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent applies, and the income-free threshold at which income in excess of the threshold begins to reduce the maximum age pension amount.
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