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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.
22 August 2021

Videos and other resources for our clients

  Making our website into a valuable resource for our clients is very important to us.  
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18 August 2021

Four steps to plan for a better retirement

  Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.  
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15 August 2021

SMSF scams are on the rise: Here’s how to fight back

  The growing prominence of SMSFs has made them a ripe target for scammers.  
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12 August 2021

ATO zeroes in on SMSF lifestyle assets

  The ATO will now have information on an individual’s new $65,000 car or their $100,000 boat as it looks to flush out tax dodgers who aren’t being completely honest about their financial affairs.  
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30 July 2021

Five investing tips for beginners

  Here are five investing tips for those who are just beginning their investment journey.  
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27 July 2021

Trust deed must include certain items

  An SMSF trust deed must have a series of non-negotiable items in it, such as rules allowing the use of a contribution suspense account.  
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24 July 2021

Downsizer and bring forward combination creates new opportunities for super strategy

  With the recent bring-forward measures passed along with further extension proposed in the federal budget, its combination with potential downsizer rule changes creates a different perspective for the SMSF strategy when it comes to implementation.  
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20 July 2021

What’s your risk profile?

  Your attitude to risk is one of the most important factors to consider when it comes to investing.  
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17 July 2021

Tax Time Checklists – Super Funds; Individuals; and Company, Trust, Partnership

  Working from home because of COVID-19 means most will have more deductions than in a normal year.  These checklists will help your tax agent ensure you don't miss any deductions.  Simply print, complete and return.  
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14 July 2021

Drawdown relief for all pensions

  The reduced minimum pension relief that will now apply for the 2022 financial year is not restricted to account-based pensions, said a legal specialist.  
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10 July 2021

ATO extends Division 7A relief

  The ATO made an extension relief for affected taxpayers and related SMSFs who are unable to meet the minimum yearly repayments on Division 7A loans due to COVID-19.  
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6 July 2021

Tax time: calculating investment income and deductions

  Here's a check list of what you will need to include in your 2020-21 income tax return.  
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