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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.
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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15 November 2024

Investment and economic outlook, October 2024

The latest forecasts for investment returns and region-by-region economic outlook.
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12 November 2024

Compliance documents crucial for SMSFs

Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
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9 November 2024

ATO reviewing all new SMSF registrations to stop illegal early access

The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
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28 October 2024

The Leaders Who Refused to Step Down 1939 – 2024

Check out the The Leaders Who Refused to Step Down 1939 - 2024
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25 October 2024

ASIC extends reportable situations relief and personal advice record-keeping requirements

ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same terms until October 2029.
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22 October 2024

Age pension fails to meet retirement needs

New research has found most Australians believe the age pension is insufficient to fund their retirements, with larger superannuation balances and access to professional financial advice linked to higher levels of financial well-being instead.
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20 October 2024

A new day for Federal Reserve policy

What the Federal Reserve's policy shift means for rates.  
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18 October 2024

What are the government’s intentions with negative gearing?

Both the Treasurer and the Prime Minister have confirmed that Treasury is exploring changes to the contentious policy.
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15 October 2024

ATO stats show continued growth in SMSF sector

The ATO’s June quarterly statistical data on the SMSF sector has been released and has revealed continued growth.
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12 October 2024

Economic slowdown drives mixed reporting season

Many Australian companies are still battling economic crosswinds and headwinds.  
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