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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.
25 May 2025

Financial abuse move now a certainty

Bipartisan support now exists to prevent perpetrators of financial abuse and domestic violence from accessing the victim’s superannuation benefits upon their death after the Coalition pledged to take this action should it win power at the federal election in May.
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22 May 2025

Are your adult children ready for the wealth transfer?

The inheritance wave is building but most people are unprepared for the ride
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20 May 2025

How boosting your super can help you reduce your tax bill

Here's how topping up your super can help reduce your tax bill
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18 May 2025

Trustees reminded of minimum pension drawdown

The ATO has reminded trustees they have until 30 June to make their minimum payment from their pension.
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15 May 2025

Investment and economic outlook, April 2025

The latest forecasts for investment returns and region-by-region economic outlook
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12 May 2025

Why more Australian SMSF owners are looking to global equities

Australian SMSFs have historically maintained strong exposure to local assets, with portfolios concentrated in Australian shares and cash.
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9 May 2025

$95bn loss predicted to Australian economy if Div 296 passes: analysis

Analysis from one of the country’s biggest asset management firms has revealed a “deadweight loss” of $94.5 billion to the nation’s economy if the Division 296 tax gets over the line.
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22 April 2025

The Largest Empires in the World’s History

Check out the Largest Empires in the World's History
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18 April 2025

Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.
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15 April 2025

SMSFs hold record levels of cash and property

SMSFs are holding record levels of cash despite an interest level drop in February, according to ATO data.
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12 April 2025

Advisers should be aware of signs of elder abuse in SMSF structures

SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care sector has said.
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9 April 2025

Investment and economic outlook, March 2025

latest forecasts for investment returns and region-by-region economic outlook
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