Latest News Archives - Page 21 of 77 - Virtue & Partners

26 September 2023

Super gender divide to remain a challenge

The Federal Government has flagged it expects the gender gap in superannuation balances to persist well into the future.
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23 September 2023

Last chance for $25,000 super deduction

For those with a super balance under $500,000, the 2024 financial year is the final year unused concessional contributions from the 2019 financial year can be applied.
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21 September 2023

Managing complex relationships in SMSFs comes down to well-crafted deeds

Marriage breakdowns and SMSFs are tricky and expensive, but if the fund has extended family members included it can get even trickier, says the head of a national SMSF advice company.
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18 September 2023

Our investment and economic outlook, August 2023

Read our latest forecasts for investment returns and our region-by-region economic outlook.
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14 September 2023

Transferring wealth to the next generation

Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.
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13 September 2023

Intergenerational Report 2023

Australia’s future to 2063
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9 September 2023

Single-asset segregation barred

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.
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The top mode of transport in the world

check out the top modes of transport and how prevalent they are.
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Returns rebound in 2022-23

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.
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Understanding the role of custodians

Investment custodians have an important function to safeguard the assets of millions of Australian investors.
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Our investment and economic outlook, July 2023

Read our latest forecasts for investment returns and our region-by-region economic outlook.
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Taxing unrealised capital gains a grave concern: Burgess

The SMSFA has renewed its call for a more equitable and less costly approach to the federal government’s proposed new tax on superannuation balances exceeding $3 million.
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