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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.
24 March 2019

ATO identifies SMSF contravention red flags

The ATO has identified certain red flags and problem areas with SMSFs that will attract its attention, ahead of tax time 2019.
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20 March 2019

Extra website resources and tools is one way we offer you and your family more.

The following are available via our website and are not often available in the one place.  All can save you time and effort.  *
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16 March 2019

Tax and estate planning traps flagged with pension restructures

While the ATO has previously stated that changing a pension to reversionary after it has been commenced is generally fine where the deed allows it, it may be safest to stop and restart the pension, says a technical expert.
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13 March 2019

A checklist for a healthy financial year

A year may not seem like a long time, but a lot can happen in 365 days. Since last February, you may have changed jobs, received a raise, gotten married or divorced, brought home a baby or had one of your kids move out of home.
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9 March 2019

High-risk LRBAs, TBAR on the ATO’s radar this year

LRBA - Limited recourse borrowing arrangements TBAR - Transfer balance account reporting
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6 March 2019

All you need to know about how Australia is going.

One great source of data about Australia.  Become better acquainted with the country we love.
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28 February 2019

Royal Commission report makes super fee recommendations

You can access the final report here.
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25 February 2019

Four tips for boosting your super balance

If you could add $61,000 to your super fund in 10 years, would you do it?
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22 February 2019

New Year resolutions – New Year strategies

Here’s some good news for investors. With a few straightforward New Year resolutions and strategies, they can become better investors and better managers of their personal finances.
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18 February 2019

Part 4 – The major benefit of ‘behavioural coaching’

  One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad.
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15 February 2019

3 tips for weathering the market’s bumpy ride

A very interesting graph comparing short term volatility with past long term reality.
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12 February 2019

Common BDBN ‘pitfalls’ flagged in wake of ASIC action

An industry law firm has identified some of the common traps with BDBNs that can land advisers and their clients in trouble.  One example being a recent case of incorrect witnessing of binding nominations.
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