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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.
14 March 2024

Regular reviews and safekeeping of documents vital: expert

Keeping track of all documents relating to an SMSF trust deed is important if an estate planning issue arises, says an industry expert.
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13 March 2024

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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9 March 2024

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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29 February 2024

Wheat Production by Country

Check out the countries that produce the most wheat.
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26 February 2024

Investment and economic outlook, January 2024

Region-by-region economic outlook and latest forecasts for investment returns.
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23 February 2024

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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21 February 2024

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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18 February 2024

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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14 February 2024

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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13 February 2024

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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9 February 2024

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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29 January 2024

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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