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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.
26 August 2023

Returns rebound in 2022-23

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.
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23 August 2023

Understanding the role of custodians

Investment custodians have an important function to safeguard the assets of millions of Australian investors.
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21 August 2023

Our investment and economic outlook, July 2023

Read our latest forecasts for investment returns and our region-by-region economic outlook.
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14 August 2023

Taxing unrealised capital gains a grave concern: Burgess

The SMSFA has renewed its call for a more equitable and less costly approach to the federal government’s proposed new tax on superannuation balances exceeding $3 million.
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13 August 2023

From purchase to lease, SMSF property documentation is essential

Lease agreements for property must also adhere to non-arm’s length regulations to avoid the scrutiny of the ATO, says an SMSF expert.
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11 August 2023

Living comfortably in retirement just got more expensive

  The amount of superannuation needed to live comfortably has risen to a record high as the cost-of-living crisis continues to impact all Australians.  
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10 August 2023

SMSFs will continue to grow as government eyes superannuation coffers

  Following the release of the government’s latest Intergeneration Report there is renewed confidence that more people will see SMSFs as a more attractive option as a savings vehicle for retirement.  
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9 August 2023

Advice-Related Complaints Low Despite Huge Rise In General

Of the nearly 97,000 complaints lodged with AFCA in the past 12 months, less than 5% were related to investments and advice and just under 2% were about life insurance. A statement from the authority says consumers in dispute with financial firms lodged a record 96,987 complaints, an “unprecedented” rise of 34% on the previous financial year.
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3 August 2023

Average ATO refund tumbles $430 compared to last July

  Fewer taxpayers have raced to file an early return and the total paid out in refunds is already down by $1.7 billion.  
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1 August 2023

Penalty amnesty tempts 7,000 small businesses back into tax system

  UPDATED: This budget measure waives fines for late lodgment of income, BAS and FBT returns due during the pandemic.  
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29 July 2023

More Australians are unlocking home equity to fund retirement

A growing number of Australians are downsizing their home to fund their retirement. Here's the latest data from the ATO on use of the downsizer measure.
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26 July 2023

Top 50 Greatest Cuisines

check out the top 50 most Delicious Cuisines in the World
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