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.

Trustee decisions are at their own discretion: expert

A trustee doesn’t need to show reasons why they made a decision, they will only need to show they followed a proper decision-making process, says a specialist legal adviser.    
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Illegal access nets $637 million

The ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.
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Wheat Production by Country

Check out the countries that produce the most wheat.
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Investment and economic outlook, January 2024

Region-by-region economic outlook and latest forecasts for investment returns.
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Four timeless principles for investing success

Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan.
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Super literacy low for cash-strapped

Financial literacy around superannuation is poor for many lower-income people, who still question why they can’t access their funds until retirement age.
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Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down.
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Plan now to take advantage of 5-year carry forward rule: expert

This is the last year that the five-year catch-up contribution rules for concessional contributions can be used for those who are eligible, warns a leading educator.
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Quarterly reporting regime means communication now paramount: expert

Communication between SMSF trustees, accountants and advisers is more crucial than ever with the quarterly reporting rules coming into force, says a leading specialist.  
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Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’

Following years of mixed messaging, Labor has bowed to economic pressure and announced changes to its stage three tax cuts.  
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Tips for preparing for the best tax outcomes

In the final of our series of predictions for the coming year, we asked our experts what trustees should be considering regarding tax savings in 2024.
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The Countries that Export the Most Wine in the World

Check out the countries that export the most wine in the world
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