Blog Archives - Virtue & Partners

Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.
Read More

SMSFs hold record levels of cash and property

SMSFs are holding record levels of cash despite an interest level drop in February, according to ATO data.
Read More

Advisers should be aware of signs of elder abuse in SMSF structures

SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care sector has said.
Read More

Investment and economic outlook, March 2025

latest forecasts for investment returns and region-by-region economic outlook
Read More

The Most Held Currencies in the World | 1850-2024

Check out the most powerful Currencies in the World | 1850-2024
Read More

Winners and Losers – Federal Budget 2025-26

Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal election campaign that could be called within days.
Read More

All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget

Federal Budget 2025-26 – Papers and Fact Sheets
Read More

Building Australia’s future and Budget Priorities

Building Australia's future and Budget Priorities
Read More

Retiree confidence undermined

Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.
Read More

Increase in prohibited loans a concern: ATO

While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.
Read More

SAR non-lodgment continues to be a concern: ATO

The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.
Read More

TBC increase not just about pensions

An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.
Read More