Latest News Archives - Page 13 of 68 - Virtue & Partners

Understanding the role of custodians

Investment custodians have an important function to safeguard the assets of millions of Australian investors.
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Our investment and economic outlook, July 2023

Read our latest forecasts for investment returns and our region-by-region economic outlook.
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Taxing unrealised capital gains a grave concern: Burgess

The SMSFA has renewed its call for a more equitable and less costly approach to the federal government’s proposed new tax on superannuation balances exceeding $3 million.
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From purchase to lease, SMSF property documentation is essential

Lease agreements for property must also adhere to non-arm’s length regulations to avoid the scrutiny of the ATO, says an SMSF expert.
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Living comfortably in retirement just got more expensive

The amount of superannuation needed to live comfortably has risen to a record high as the cost-of-living crisis continues to impact all Australians.
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SMSFs will continue to grow as government eyes superannuation coffers

Following the release of the government’s latest Intergeneration Report there is renewed confidence that more people will see SMSFs as a more attractive option as a savings vehicle for retirement.
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Advice-Related Complaints Low Despite Huge Rise In General

Of the nearly 97,000 complaints lodged with AFCA in the past 12 months, less than 5% were related to investments and advice and just under 2% were about life insurance. A statement from the authority says consumers in dispute with financial firms lodged a record 96,987 complaints, an “unprecedented” rise of 34% on the previous financial year.
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Average ATO refund tumbles $430 compared to last July

Fewer taxpayers have raced to file an early return and the total paid out in refunds is already down by $1.7 billion.
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Penalty amnesty tempts 7,000 small businesses back into tax system

UPDATED: This budget measure waives fines for late lodgment of income, BAS and FBT returns due during the pandemic.
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More Australians are unlocking home equity to fund retirement

A growing number of Australians are downsizing their home to fund their retirement. Here's the latest data from the ATO on use of the downsizer measure.
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Top 50 Greatest Cuisines

check out the top 50 most Delicious Cuisines in the World
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The “secret” to financial freedom? Persist while others quit

See what it means to persist in the face of market volatility.
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