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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.
16 July 2022

ATO statistics show 12 per cent jump in SMSF assets

The total value of SMSF assets has climbed to $892 billion during the 12 months to March, according to the latest ATO statistics.
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14 July 2022

ATO responds to GST case involving SMSF

The ATO has issued a decision impact statement on a recent decision that determined whether an SMSF was liable for GST on the sale of subdivided lots.
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9 July 2022

Tax tips

The more detail you can give your accountant the quicker your tax return can be processed and, usually, the better the outcome. The following will help.
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2 July 2022

Super Contribution Changes starting 1 July 2022

From 1 July 2022, there will be changes made to super to make it easier for Australians to grow their retirement savings.
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30 June 2022

Using trusts: Keeping it in the family

Trusts are used to hold assets for various reasons, but most typically for tax planning and asset protection purposes. Here's a little more insight into how trusts work.
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27 June 2022

Work test changes open up TBC strategies for couples

The contribution changes coming in on 1 July will provide more time for spouses in SMSFs to even up their balances and maximise their transfer balance cap, according to an advisory firm.
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21 June 2022

State and Federal Disaster support — June 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet further national hardships.
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18 June 2022

RBA rate rise spurs mixed response from SMSF lenders

While the official interest rate increase has seen some SMSF lenders raise their interest rates, others are holding off for now.
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14 June 2022

ATO flags changes to TBAR reporting

New rules are in effect, which will see changes to how SMSFs manage transfer balance lodgement.
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10 June 2022

Make the most of these super opportunities before June 30

With only about four weeks left until the end of this financial year, now's a good time to check your superannuation options.
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5 June 2022

Talking money with a partner

Here are some factors to consider before you join finances with a partner.
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31 May 2022

How advice gets you closer to your goals

A recent Vanguard survey found that investors believed financial advice provides substantial portfolio, financial and emotional value, and got them closer to achieving their financial goals.
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