Latest News Archives - Page 22 of 75 - Virtue & Partners

The keys to high retirement confidence

Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement.
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Banking on the Age Pension

The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning.
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Inflation drives the cost of retirement to a record high

Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Association of Super Funds Australia.
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Legislation changes give market-linked pensions better outcome

There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax outcomes and estate-planning options said the managing director of a leading SMSF educational organisation.
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Summary of Superannuation Issues and Recent Changes

Recent Issues and changes that could effect you
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Australians Seek Financial Independence – Report

The priorities of Australians have changed, with financial independence now the nation’s most common aspiration, according to a new report.
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Our investment and economic forecasts, April 2023

Our latest forecast changes include expectations for:
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The importance of SMSF succession planning

Preparing for loss of capacity or death is vital for SMSF members. It's important to ensure your trust deed is watertight.
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ATO warns of rise in SMSF identity fraud and investment scams

The ATO has warned SMSF members to be aware of identity fraud and investment scams.
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Banks launch scam awareness campaign

The new campaign highlights the importance of customer alertness against criminal activity by scammers.
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Unintended consequences of work test changes to be rectified

New draft legislation to the work test mean impacted individuals will retain their ability to claim deductions for personal contributions post 30 June 2022, says a leading adviser.
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Preparing for EOFY tax scams with business and cyber resilience

Every end of financial year (EOFY) season involves a rush by Australians wanting to get their tax returns completed. Increasingly, though, this period is seen as an opportunity for bad people to take advantage of us.
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