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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.
22 December 2024

Divorce doesn’t alter contribution rules

The Administrative Appeals Tribunal (AAT) has upheld an ATO decision to impose an excess contributions penalty and rejected a taxpayer’s claim a divorce-related superannuation split constituted special circumstances under taxation law.
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20 December 2024

Navigating the outcome of the U.S. election

History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.
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18 December 2024

How to overcome your investment fears

Are you thinking of investing but feel held back? Here's how to get started.
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15 December 2024

Preparing to lodge quarterly January TBAR

The ATO is reminding SMSF trustees that if they have had transfer balance account events in the last quarter they must lodge a TBAR by 28 January 2025.
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12 December 2024

Economic and market outlook for 2025: Global summary

The global outlook summary highlights the top-level economic and market outlook, Beyond the landing, to be distributed in mid-December.
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9 December 2024

Women still outpacing men in SMSF establishments

More women than men entered into SMSFs in the September quarter, according to the latest ATO statistics.
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2 December 2024

A Unique Advent Calendar

Once again we are pleased to release an advent calendar. One developed especially for you, our clients, your family and your friends. Come back each day and click on the next date for more inspirational and Christmas quotes. We can't be sure but it seems this year has gone faster than any year previously, we […]
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28 November 2024

20 Years of Silicon Valley Trends: 2004 – 2024 Insights

Check out the 20 years of Silicon Valley Trends
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25 November 2024

The biggest assets growth areas for SMSFs

What five years’ worth of SMSF asset allocation data reveals.
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22 November 2024

Caregiving can have a retirement sting

Around 3 million Australians are unpaid caregivers. Most face a super risk. 
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20 November 2024

Be clear on TBA pension impact

The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.
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18 November 2024

Leaving super to an estate makes more tax sense, says expert

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
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