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.

Birth date impacts bring-forward NCCs

The provisions allowing SMSF members to trigger the NCC bring-forward rules in a subsequent financial year are birth-date sensitive.
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12 financial tips for the festive season and year ahead

Some investing steps to get you through the holiday season, the new year, and for the future.  
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ATO issues warning about super schemes

The ATO is warning SMSF trustees to be on the look out for superannuation and tax schemes.
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Move assets before death to avoid tax implications

Mitigating the impact of death benefit tax can be supported by ensuring the SMSF deed allows for the transfer of assets out of the fund in a timely manner, a legal specialist said.
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Investment and economic outlook, November 2025

The latest forecasts for investment returns and region-by-region economic outlook
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Becoming a member of an SMSF is easy, but there are other things that need to be considered

There are very few restrictions on who can become a member of an SMSF, but there are conditions with which members must comply when they are in a fund, a specialist adviser said.
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AI exuberance: Economic upside, stock market downside

The key findings of Vanguard’s economic and market outlook to be released in December
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How Many Countries Divided From The Largest Empire throughout history

Check out the countries that have been born from some of the largest empires in history.
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Call for SMSF ‘nudge’ in DBFO package

The peak SMSF body has called on the government to extend the member ‘nudge’ rules beyond industry and retail super funds.  
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Beware pushy sales tactics targeting your super

The Australian Securities and Investments Commission (ASIC) has warned Australians to beware of high-pressure sales tactics aimed at getting people to switch superannuation providers.
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Determining what is an in-house asset can help determine investment strategy

It is important to understand what is and what isn’t an in-house asset to ensure compliance in an SMSF, a leading technical specialist has said.
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Stress-test SMSF in preparation for Div 296

SMSFs that hold farms or small businesses should do a “stress test” on their funds in preparation for the Division 296 tax, a leading adviser has said.  
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