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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.
27 July 2021

Trust deed must include certain items

  An SMSF trust deed must have a series of non-negotiable items in it, such as rules allowing the use of a contribution suspense account.  
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24 July 2021

Downsizer and bring forward combination creates new opportunities for super strategy

  With the recent bring-forward measures passed along with further extension proposed in the federal budget, its combination with potential downsizer rule changes creates a different perspective for the SMSF strategy when it comes to implementation.  
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20 July 2021

What’s your risk profile?

  Your attitude to risk is one of the most important factors to consider when it comes to investing.  
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17 July 2021

Tax Time Checklists – Super Funds; Individuals; and Company, Trust, Partnership

  Working from home because of COVID-19 means most will have more deductions than in a normal year.  These checklists will help your tax agent ensure you don't miss any deductions.  Simply print, complete and return.  
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14 July 2021

Drawdown relief for all pensions

  The reduced minimum pension relief that will now apply for the 2022 financial year is not restricted to account-based pensions, said a legal specialist.  
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10 July 2021

ATO extends Division 7A relief

  The ATO made an extension relief for affected taxpayers and related SMSFs who are unable to meet the minimum yearly repayments on Division 7A loans due to COVID-19.  
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6 July 2021

Tax time: calculating investment income and deductions

  Here's a check list of what you will need to include in your 2020-21 income tax return.  
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29 June 2021

Budget measures designed to give retirees control in increasingly ‘opaque’ super environment

  Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t aimed to force retirees to draw down on savings but instead create greater control in an increasingly complex super environment.  
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26 June 2021

New SMSF quarterly statistics highlight continued post-COVID recovery

  The ATO’s newly released March 2021 quarterly statistical report has revealed the total number of SMSFs will soon hit 600,000, with consistent growth seen across establishments and assets as the industry heads into a post-COVID economic recovery.  
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22 June 2021

ATO issues final warnings on outstanding SARs

  The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may lead to serious consequences.  
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18 June 2021

SMSFs still on top for member satisfaction

  SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.  
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15 June 2021

World GDP Ranking (1960~2025)

  How countries have evolved during this 65 year period is fascinating stuff to watch.  This chart is based on IMF Reports.  
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