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.

Rules apply to gifting in superannuation

Australia’s age pension gifting rules are again under scrutiny as advisers warn that retirees are increasingly making financial gifts that unintentionally trigger Centrelink deprivation assessments, said Janet Manzanero-Caruana, senior technical services manager for MLC.
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investment and economic outlook 2026

Our latest forecasts for investment returns and region-by-region economic outlook  
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What the Payday Super changes mean for your retirement

Significant reforms to the Australian superannuation system are about to take effect and could help people boost their super balances in the lead-up to retirement.
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Complications of maintaining two cost bases in Div 296

According to BT technical consultant Matt Manning, the Division 296 cost base reset requires SMSFs to maintain two parallel cost bases indefinitely: one for ordinary capital gains tax and another solely for Division 296 earnings.
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The SBSCH will close from 1 July 2026

The ATO is warning employers not to use the small business super clearing house (SBSCH) for any further contributions.
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Adequate retirement savings misjudged

Association of Superannuation Funds of Australia (ASFA) research has shown individuals across the country are overestimating how much super they will need in retirement.
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Check out what Uses the Most Internet Traffic: Data from 1994 to 2026

The evolution of global internet traffic from 1994 to 2026, tracking which technologies, platforms, and digital behaviors consumed the largest share of bandwidth across different eras of the web.
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What’s your risk profile?

Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape how your money is invested and whether you’ll feel comfortable staying the course when markets rise and fall.
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Six strategic investment moves for mid-career women

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most of this window can play a crucial role in building long term financial security. 
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Commercial v residential: Be aware of ‘nuanced’ changes

The proposed capital gains tax changes announced in the budget are far more nuanced than the headlines suggest, the commercial director of a property valuation firm said.    
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PAYDAY SUPER STARTS 1 JULY 2026 – Planning guides

From 1 July 2026, super contributions will need to be paid at the same time as wages. 
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ASIC urges Aussies to check for unclaimed money

AISC is urging Australians to check if they have lost or unclaimed money, with approximately $2.7 billion waiting to be reunited with its rightful owners.
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