Latest News Archives - Virtue & Partners

Investment and economic outlook, March 2025

latest forecasts for investment returns and region-by-region economic outlook
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The Most Held Currencies in the World | 1850-2024

Check out the most powerful Currencies in the World | 1850-2024
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Winners and Losers – Federal Budget 2025-26

Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal election campaign that could be called within days.
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All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget

Federal Budget 2025-26 – Papers and Fact Sheets
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Building Australia’s future and Budget Priorities

Building Australia's future and Budget Priorities
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Retiree confidence undermined

Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.
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Increase in prohibited loans a concern: ATO

While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.
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SAR non-lodgment continues to be a concern: ATO

The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.
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TBC increase not just about pensions

An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.
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Investment and economic outlook, February 2025

The latest forecasts for investment returns and region-by-region economic outlook.
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Home is where the super is for many Australians

More Australians are upsizing their super by downsizing their home.
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Four SMSF breaches high on the ATO’s radar

The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the great Australian dream for many people.
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