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.

SMSF assets reach record levels amid share market rally

How SMSF trustees are investing their retirement savings.
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The Deadliest pandemics in History

Check out the Deadliest pandemics in History
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The superannuation changes from 1 July

The super changes on the way from the start of the 2024-25 financial year.
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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.
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Deeming freeze a win for Age Pensioners

Why the decision to keep deeming rates on hold may be a window for interest rates.  
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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.
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Investment and economic outlook, May 2024

Region-by-region economic outlook and latest forecasts for investment returns.
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Middle-to-higher incomes boosting SMSF growth

The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher incomes driving an increase in new funds established, according to statistics released by the ATO.
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ATO warns trustees about increasing crypto scams

SMSF trustees are being warned to be on the lookout for crypto investment scams.
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The Shortest-reigning Monarchs in History

Check out the Shortest-reigning Monarchs in History
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ACCC scam report

Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)
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Connecting an adviser with your children

How parents and advisers can work together to manage intergenerational wealth transfers.
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