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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.
18 January 2023

Downsizer age reduction now in force

With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure.
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14 January 2023

ATO raises alarm on asset protection scheme for SMSFs

The ATO is concerned about SMSFs entering into certain asset protection arrangements that involve a ‘Vestey Trust’.
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11 January 2023

2022 by the numbers

How did share markets around the world performed last year? And what investment lessons can we learn from 2022? Read on to find out.
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29 December 2022

Draft legislation released for franking credit changes

The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.
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27 December 2022

Advisers warned on major timing traps with lifetime CGT cap

Planning ahead is critical for clients wanting to make super contributions under the lifetime CGT cap given some of the tight timeframes, CFS has cautioned.
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24 December 2022

Positive results from research into the value of financial advice.

A recent study shows that Australians who have an active relationship with a financial planner are not only better off financially than unadvised Australians – they also have a better quality of life.
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21 December 2022

SMSF professionals play critical role in Age Pension planning

With the recent ATO statistics indicating a significant proportion of SMSF members in retirement phase may be eligible for the Age Pension, Accurium has highlighted this as an important planning consideration.
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18 December 2022

Making the most of your super limits

Getting more money into superannuation is a proven way of building wealth to spend in retirement.
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12 December 2022

Three things to consider when switching your super

Understanding how your super works and making sure you are getting the most out of your fund is essential to achieving the retirement lifestyle you envision.
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9 December 2022

Volatility is here to stay

Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings.
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6 December 2022

A 2022 Advent Calendar for our clients

Come back each day and click on the next date for more inspirational and Christmas quotes.
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27 November 2022

ASIC consulting on changes to SMSF advice guidance

  The corporate regulator is in the process of amending information sheet 205 and 206.  
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