Latest News Archives - Page 25 of 72 - Virtue & Partners

21 September 2022

A retirement plan built to last

Staying the course, and not being distracted by short-term market events, is just as important in retirement as it is at any other time.
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20 September 2022

Cyber Security – Optus data breach

In light of the recent Optus data breach, we thought it timely to provide a list of things you should consider to help protect your identity
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18 September 2022

Withdrawal strategies before death require careful consideration

Professionals have been warned there is a “fine line” between member benefits and death benefits where a member plans to withdraw shortly before death.
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16 September 2022

Pensions to face tougher scrutiny under new TBAR system

The move to the new quarterly based TBAR regime may see a clampdown on the backdating of pension documents, CFS has cautioned.
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14 September 2022

ATO clarifies critical reporting deadline with TBAR transition

The ATO has clarified that SMSFs will need to report all unreported events from the 2022–23 year by 28 October 2023 once the new framework starts.
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10 September 2022

Three tips for building a good portfolio

The first step to building a sound investment portfolio is to know why you’re investing
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Strategic asset allocation: a timeless solution

While adopting a tactical asset allocation might seem tempting during bouts of heightened volatility, the timing and skill required to perfectly execute a portfolio shift is near impossible. Sticking to a strategic asset allocation however is likely to yield better returns.
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Largest natural gas produces by country from 1970-2021

See which country lead the worlds natural gas production at certain times in the last 50 years.
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Preparing your kids for financial success

Teaching kids to establish sound money management skills and strong financial acumen is important, regardless of wealth level.
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State and Federal Covid support — Aug 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage continued national hardships.
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NALI ‘not going away anytime soon’

SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the outcome of any future government consultation still unclear at this stage.
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Tax Office homing in property deductions, SMSFs warned

With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls in this area that can land them in trouble.
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