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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.
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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15 August 2025

Investment and economic outlook, July 2025

Latest forecasts for investment returns and region-by-region economic outlook  
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12 August 2025

How personal data could boost your retirement income by up to 50%

Tailoring your retirement strategy based on your personal data could be invaluable
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9 August 2025

How financial advice can reduce stress and save time

Research explores the benefits investors can derive from financial advice
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28 July 2025

Evolution of Boeing – 1916 – 2025

Check out how Boeing planes have evolved over time.
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25 July 2025

How topping up your super each year could leave you $80,000 better off in retirement

The power of regular voluntary super contributions
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22 July 2025

A super contributions deadline you won’t want to miss

If you plan to get more into your super this financial year, act very quickly.
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20 July 2025

Leasing property owned by an SMSF

The rules for a super fund investing in property are complex because of the restrictions placed on some types of property that may be acquired (purchased or transferred in specie) from related parties.
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18 July 2025

Beware of tax implications for failing to meet minimum pension requirements: consultant

Failing to meet the minimum pension requirements impacts a number of tax components, an industry consultant has warned.
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15 July 2025

Roles and Responsibilities in a Business Partnership

Set clear expectations from the start of your partnership
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