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.

Work test changes open up TBC strategies for couples

The contribution changes coming in on 1 July will provide more time for spouses in SMSFs to even up their balances and maximise their transfer balance cap, according to an advisory firm.
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State and Federal Disaster support — June 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet further national hardships.
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RBA rate rise spurs mixed response from SMSF lenders

While the official interest rate increase has seen some SMSF lenders raise their interest rates, others are holding off for now.
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ATO flags changes to TBAR reporting

New rules are in effect, which will see changes to how SMSFs manage transfer balance lodgement.
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Make the most of these super opportunities before June 30

With only about four weeks left until the end of this financial year, now's a good time to check your superannuation options.
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Talking money with a partner

Here are some factors to consider before you join finances with a partner.
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How advice gets you closer to your goals

A recent Vanguard survey found that investors believed financial advice provides substantial portfolio, financial and emotional value, and got them closer to achieving their financial goals.
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Weighing up value and growth

What's the difference between value and growth investing, and how can you incorporate these investment factors into your portfolio?
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Investors are becoming more ethically conscious

Investors worldwide are becoming more actively engaged with where their money is being invested, with flows into ESG products continuing to build momentum.
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Largest cities in the world 1500 to 2100

The information in this chart is fascinating from both an historical perspective as well as what it predicts. It also guarantees you'll be the breakfast table expert every time.
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State and Federal Disaster support — May 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet further national hardships.
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ATO ruling may offer solution to NALE issues

Amendments being made to contribution ruling TR 2010/1 may provide a fix to some of the significant issues with the non-arm’s length expenditure rules, said the SMSF Association.
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