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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.
17 February 2022

Important detail highlighted in legacy pension draft regulations

While the draft regulations aimed at tackling the excess transfer balance issue are a welcome development, SMSF trustees will have to hope the ATO releases the excess notice determination quickly to avoid interest building up, according to Heffron.
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15 February 2022

What to expect in 2022

2022 is set to be a bumpy year for investors, but sticking to an investment strategy and thinking long-term will help investors navigate the road ahead.
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13 February 2022

Why investment predications can be likened to weather forecasts

Investment forecasts, just like weather forecasts, should be used to help inform but not entirely drive decision-making.
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10 February 2022

State and Federal COVID-19 support — February 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.
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31 January 2022

Excuses limited for late death benefit payments

  The ATO will only recognise limited reasons offered by trustees as an acceptable excuse for not paying a death benefit within the standard timeframe.  
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28 January 2022

Advisers warned on joint entity hurdles for ‘sophisticated investor’ qualification

The use of various entities to jointly qualify for the “sophisticated investor” status will need to navigate various legal hurdles, especially around control for structures such as SMSFs and trusts, according to a law firm.
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25 January 2022

One of the most read articles in 2021

10 little-known pension traps proving the value of advice.
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23 January 2022

Bull vs Bear

An explanation of the difference between a Bull and Bear run.
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21 January 2022

ATO holds off on TBAR compliance

  The ATO will not take compliance action against funds that have not reported a TBA event after the commencement of a new pension in the interim.  
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20 January 2022

6-member SMSFs proving popular for older trustees

The uptake of six-member SMSFs is primarily being driven by trustees over the age of 80 who want their adult children to take over the management of the fund.
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19 January 2022

Financial burden of COVID sees rise in illegal loans to members

With COVID continuing to place financial stress on businesses and individuals, there has been an uptick in SMSF members illegally accessing money from their funds, an SMSF auditor warns.
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18 January 2022

State and Federal COVID-19 support — January 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.
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