Blog Archives - Page 3 of 6 - Virtue & Partners

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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28 February 2025

Best Selling BOOKS of all Time

Check out the Best Selling BOOKS of all Time
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25 February 2025

How to shift into pension mode

When and how you can access your super to start an account-based pension.
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22 February 2025

Five financial steps for the new year

The start of 2025 is a good opportunity to take decisive financial steps.
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20 February 2025

Division 296 deliberately deceptive

A senior financial services industry executive has labelled the Division 296 tax as political deception, seeing there has been no honest indication of who the impost will really affect.
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