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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.
25 September 2025

Compassionate release warning issued

The ATO has warned consumers, financial advisers and health practitioners it is aware of dishonest practices being used to access superannuation early for non-critical medical procedures.
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22 September 2025

ATO warns that SAR lodgments are on its radar

Outstanding SMSF annual returns will be a primary focus of the ATO, the deputy commissioner has said.
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20 September 2025

How ‘investment procrastination’ could be hurting your wealth

Putting off investing could cost you more than you think.
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18 September 2025

New report highlights confusion over BDBNs

Less than a quarter of Australians have made valid binding death benefit nominations, new research has shown.
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15 September 2025

investment and economic outlook, August 2025

latest forecasts for investment returns and region-by-region economic outlook
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12 September 2025

Common sense the best defence against fraudsters: forensic auditor

Basic common sense is one of the best tools to detect fraudulent schemes, a forensic auditor has said.
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9 September 2025

How $1,000 plus regular contributions turned into $823,000 through compounding

A simple ongoing investment strategy can deliver substantial returns over time
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28 August 2025

The rise and fall of the world’s largest economies | GDP Epic Battle (1560–2025)

From the age of empires to modern global superpowers, check out the rise and fall of the worlds superpowers.
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25 August 2025

Avoid LRBA structure short cuts

SMSF trustees using limited recourse borrowing arrangements (LRBA) should avoid trying to cut corners in setting up a trust for the loan, with an SMSF structure expert stating they should set up a dedicated bare trust for each gearing measure.
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22 August 2025

Challenges with TBC increase for those in pension phase

The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.
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20 August 2025

Death benefits not reliant on probate

A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.
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18 August 2025

ATO flags October SAR lodgment date

The Tax Office has reminded trustees that SMSFs need to start preparing for their SMSF annual return lodgment, which is due by 31 October 2025.
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