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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.
29 June 2021

Budget measures designed to give retirees control in increasingly ‘opaque’ super environment

  Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t aimed to force retirees to draw down on savings but instead create greater control in an increasingly complex super environment.  
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26 June 2021

New SMSF quarterly statistics highlight continued post-COVID recovery

  The ATO’s newly released March 2021 quarterly statistical report has revealed the total number of SMSFs will soon hit 600,000, with consistent growth seen across establishments and assets as the industry heads into a post-COVID economic recovery.  
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22 June 2021

ATO issues final warnings on outstanding SARs

  The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may lead to serious consequences.  
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18 June 2021

SMSFs still on top for member satisfaction

  SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.  
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15 June 2021

World GDP Ranking (1960~2025)

  How countries have evolved during this 65 year period is fascinating stuff to watch.  This chart is based on IMF Reports.  
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14 June 2021

Guide to writing a business plan

  Whether starting a new business or re-planning an existing one, a business plan is always a good idea.  Getting professional help drafting you plan is another good idea because planning a business's future should be done in the best manner possible.  
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Understanding home downsizing and super contributions

  The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.  
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11 June 2021

Videos to help understand financial planning topics.

  Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.  
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8 June 2021

Budget 2021: Retirement Outcomes

  The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.  
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4 June 2021

End of year (EOY) financial strategies

  With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.  
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30 May 2021

SMSF Association clarifies NALI issues around pension phase assets

  The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.  
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28 May 2021

SMSFs flagged on Div 7A relief implications from ATO’s updated guidance

  While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.  
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