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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.
14 June 2021

Guide to writing a business plan

  Whether starting a new business or re-planning an existing one, a business plan is always a good idea.  Getting professional help drafting you plan is another good idea because planning a business's future should be done in the best manner possible.  
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Understanding home downsizing and super contributions

  The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.  
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11 June 2021

Videos to help understand financial planning topics.

  Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.  
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8 June 2021

Budget 2021: Retirement Outcomes

  The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.  
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4 June 2021

End of year (EOY) financial strategies

  With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.  
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30 May 2021

SMSF Association clarifies NALI issues around pension phase assets

  The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.  
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28 May 2021

SMSFs flagged on Div 7A relief implications from ATO’s updated guidance

  While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.  
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26 May 2021

Dealing with compliance complexities impacting overseas SMSF property

  Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.  
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21 May 2021

Why Australian households are getting richer

  Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset allocation level, there may be room for households to revisit their asset holdings to see if they still align to their financial goals.  
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19 May 2021

Asset allocations still hold the key

  Purchasing a home or investment property based on short-term market trends can dramatically alter asset allocations and have long lasting impacts on wealth. Here's why.
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15 May 2021

Federal Budget 2021 – Health

  While there are many aspects of our life covered in this year's Budget the following focuses on the issues related to Health.  
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14 May 2021

Building a more secure and resilient Australia

  In this Budget, the Government is taking decisive action to build our economic resilience to deal with future shocks.  
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