Latest News Archives - Page 72 of 75 - Virtue & Partners

Life’s financial turning points: good and not-so-good

The marriage and divorce statistics for 2015 sadly suggest that 43 per cent of Australian marriages may end in divorce. Significantly, this number-crunching does not include separations of de facto couples.
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2011 Census – what was the make up of your area?

The following link is a handy ABS tool if you want to see the demographic make-up of the area you lived as recorded in the 2011 Census. 2016 Census information starts becoming available from June 2017.
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ATO set to release guidance targeted for SMSF clients

In the coming weeks, the ATO will be distributing letters and guidance notes designed to help practitioners explain issues relating to the superannuation reforms to clients, says a technical expert.
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More withdrawals from ‘the bank of mum and dad’

Think about what has happened in the six months since Treasury secretary John Fraser spoke of his concerns for retirement savings of parents who help their children into housing by making withdrawals from "the bank of mum and dad".
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Tax headache relief: Here’s more help with pension assets changes

Let’s take a look at a practical example of how the new capital gains tax relief will operate for pension assets.
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Most Aussies shun super advice

Less than 30 per cent of Australians have sought advice on a financial matter, including superannuation, in the past two years, new research has revealed.
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Australia in a nutshell

The following information is derived from ABS data.
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ATO finalises guidance on transfer balance cap

The ATO has released a final version of its law companion guideline on the transfer balance cap, which provides positive clarifications for the SMSF sector.
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Fit for purpose? The super story so far…

We’ve come a long way since the mandatory superannuation guarantee was introduced in the early 1990s.
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SMSFs urged to review segregation clauses in trust deed

With the rules around segregation changing, SMSF trustees wanting to run separate investment portfolios for different members may need to check the current terms in their deed allow for this, says an SMSF admin firm.
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Big insto addresses CGT misconceptions

One technical consultant has stressed that while the CGT relief elections are technically only required before the lodgement of the tax return, there may still be critical action that needs to be undertaken before 30 June for segregated funds.
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Dollar-cost averaging for millennial investors

It's hardly surprisingly that a personal finance article in Forbes magazine places the classic and straightforward investment practice of dollar-cost averaging high among a list of tips to help millennials become better, more disciplined investors in 2017.
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