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.

Investment and economic outlook, September 2024

The latest forecasts for investment returns and region-by-region economic outlook.
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SMSF succession planning part 1 – getting started

  Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.  
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Most Popular Operating Systems 1999 – 2022

Check out the most Popular Operating Systems 1999 - 2022
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Super sector in ASIC’s sights

The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.
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How investing regularly can propel your returns

Even investing small amounts on a regular basis will compound returns over time. 
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What the Reserve Bank’s rates stance means for property borrowers

The funding gap between variable and fixed rate loans is continuing to widen.
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Investment and economic outlook, August 2024

Region-by-region economic outlook and latest forecasts for investment returns.
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Capital losses can help reduce NALI

Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.
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Beware of terminal illness payout time frame

If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.
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ATO encourages trustees to use voluntary disclosure service

The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
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Treasurer unveils design details for payday super

  The government has released further details about the design of its payday super policy including an updated super guarantee charge framework.   
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Government releases details on luxury car tax changes

  The draft legislation aims to modernise the luxury car tax by tightening the definition of a fuel-efficient vehicle and adjusting the indexation rate.
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