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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.
6 June 2017

Benefit payments rise dramatically ahead of July 1 super changes

SMSF trustees looking to take advantage of the current rules around non-concessional caps have .....
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4 June 2017

There’s no magic pudding when it comes to super

Superannuation is supposed to be all about providing income in retirement.
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2 June 2017

ATO guidance provides clarity on death benefit confusion

ATO guidance released yesterday has provided peace of mind for SMSFs receiving death benefit pensions in excess of $1.6 million, with the guidelines applauded by those in the SMSF industry.
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30 May 2017

Beyond super: Our other personal investment market

Many investors may not realise that Australia's super and non-super personal investment markets are almost equal in value.
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21 May 2017

The three core pillars of this year’s budget

The following links give you access to the specific issues and topics addressed in the 2017-18 Budget.
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20 May 2017

Federal Budget – 2017-18 – Overview

Comprehensive Budget overview : 27 sections covering every aspect of this year's Budget plus 6 Appendix of support information.
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19 May 2017

Federal Budget – 2017-18 – Budget documents

For those who like to 'get under the bonnet'
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18 May 2017

Global economy synchronised and thriving

The global economy has maintained steady growth in the second quarter of 2017, providing a solid foundation for risk assets such as equities and corporate credit which further encourages investors to build a diversified portfolio, according to JP Morgan.
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17 May 2017

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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15 May 2017

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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9 May 2017

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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5 May 2017

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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