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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.
2 May 2017

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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29 April 2017

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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26 April 2017

Australia in a nutshell

The following information is derived from ABS data.
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16 April 2017

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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12 April 2017

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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8 April 2017

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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5 April 2017

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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4 April 2017

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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30 March 2017

Calls for calm over pending CGT amendments

SMSFs awaiting legislative amendments in relation to the CGT won’t necessarily be ruled out of the relief should the amendments fail to pass Parliament before 30 June as the legislation will likely be backdated, according to the SMSF Association.
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27 March 2017

Almost the world’s best for retirees

What are the best countries for a comfortable retirement? What countries have the best retirement-income systems? It seems the answers to these questions are rather positive for Australian retirees.
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17 March 2017

ATO reports on top contravention areas for SMSFs

Important information:  The ATO has released data that shows where the highest proportion of contraventions occurred in the year leading to 30 June 2016, and how many were rectified.
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16 March 2017

What recent retirees can teach pre-retirees

  Frank Sinatra's My Way probably hasn't been among the karaoke top 100 for years. Yet its signature lyrics, "regrets, I've had a few", will certainly resonate with all of us – including recent retirees.
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