02 9977 8800

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.
2 December 2024

A Unique Advent Calendar

Once again we are pleased to release an advent calendar. One developed especially for you, our clients, your family and your friends. Come back each day and click on the next date for more inspirational and Christmas quotes. We can't be sure but it seems this year has gone faster than any year previously, we […]
Read More
28 November 2024

20 Years of Silicon Valley Trends: 2004 – 2024 Insights

Check out the 20 years of Silicon Valley Trends
Read More
25 November 2024

The biggest assets growth areas for SMSFs

What five years’ worth of SMSF asset allocation data reveals.
Read More
22 November 2024

Caregiving can have a retirement sting

Around 3 million Australians are unpaid caregivers. Most face a super risk. 
Read More
20 November 2024

Be clear on TBA pension impact

The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.
Read More
18 November 2024

Leaving super to an estate makes more tax sense, says expert

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
Read More
15 November 2024

Investment and economic outlook, October 2024

The latest forecasts for investment returns and region-by-region economic outlook.
Read More
12 November 2024

Compliance documents crucial for SMSFs

Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
Read More
9 November 2024

ATO reviewing all new SMSF registrations to stop illegal early access

The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
Read More
28 October 2024

The Leaders Who Refused to Step Down 1939 – 2024

Check out the The Leaders Who Refused to Step Down 1939 - 2024
Read More
25 October 2024

ASIC extends reportable situations relief and personal advice record-keeping requirements

ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same terms until October 2029.
Read More
22 October 2024

Age pension fails to meet retirement needs

New research has found most Australians believe the age pension is insufficient to fund their retirements, with larger superannuation balances and access to professional financial advice linked to higher levels of financial well-being instead.
Read More

To discuss how we can tailor our services to meet your needs, please get in touch

Contact Us