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.

LRBA interest rates increase for 2025

The safe harbour interest rate for related party limited recourse borrowing has changed for 2025.
Read More

Compliance focus impacts wind-ups

The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the most common reason why many SMSF trustees have closed their funds, the latest Investment Trends research has shown.
Read More

NALE bill passed by parliament

The bill that will introduce changes to the non-arm’s-length expenditure (NALE) provisions has passed through parliament and is now awaiting royal assent before it can take effect, possibly as early as 1 July.
Read More

How to get into the retirement comfort zone

A third of Australians retire without a plan. Here's why you should have one.
Read More

Many Australians have a fear of running out

Longevity risk is a growing concern for many working Australians as well as retirees.
Read More

SMSF assets reach record levels amid share market rally

How SMSF trustees are investing their retirement savings.
Read More

The Deadliest pandemics in History

Check out the Deadliest pandemics in History
Read More

The superannuation changes from 1 July

The super changes on the way from the start of the 2024-25 financial year.
Read More

Downsizer contributions can be time critical

With the expansion of the downsizer contribution, the timing of when it is used can affect how to use non-concessional contributions.
Read More

Deeming freeze a win for Age Pensioners

Why the decision to keep deeming rates on hold may be a window for interest rates.  
Read More

Plan now to take advantage of stage 3 tax cuts

With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should be considered soon.
Read More

Investment and economic outlook, May 2024

Region-by-region economic outlook and latest forecasts for investment returns.
Read More

To discuss how we can tailor our services to meet your needs, please get in touch

Contact Us