Latest News Archives - Page 29 of 67 - Virtue & Partners

SMSFs go for growth

SMSFs are looking to invest more in equities and less in cash in this low-yield environment, according to the Vanguard/Investment Trends 2021 SMSF Investor report released last week.
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6-member SMSF registration availability to begin mid-August

SMSFs will be able to add a fifth or sixth member to the fund using the Australian Business Registry from mid-August.
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SMSF members highly satisfied with funds

SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.
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Videos and other resources for our clients

Making our website into a valuable resource for our clients is very important to us.
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Four steps to plan for a better retirement

Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.
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SMSF scams are on the rise: Here’s how to fight back

The growing prominence of SMSFs has made them a ripe target for scammers.
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ATO zeroes in on SMSF lifestyle assets

The ATO will now have information on an individual’s new $65,000 car or their $100,000 boat as it looks to flush out tax dodgers who aren’t being completely honest about their financial affairs.
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Five investing tips for beginners

Here are five investing tips for those who are just beginning their investment journey.
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Trust deed must include certain items

An SMSF trust deed must have a series of non-negotiable items in it, such as rules allowing the use of a contribution suspense account.
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Downsizer and bring forward combination creates new opportunities for super strategy

With the recent bring-forward measures passed along with further extension proposed in the federal budget, its combination with potential downsizer rule changes creates a different perspective for the SMSF strategy when it comes to implementation.
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What’s your risk profile?

Your attitude to risk is one of the most important factors to consider when it comes to investing.
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Tax Time Checklists – Super Funds; Individuals; and Company, Trust, Partnership

Working from home because of COVID-19 means most will have more deductions than in a normal year. These checklists will help your tax agent ensure you don't miss any deductions. Simply print, complete and return.
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