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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.
20 June 2025

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June.
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18 June 2025

Legal case has succession planning lessons for SMSF members, advisers: legal expert

The recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has highlighted the importance of clear succession and estate planning to ensure a deceased member’s super death benefits are paid as intended, a legal specialist has said.
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15 June 2025

Investment and economic outlook, May 2025

Tariff reprieves, trade deals brighten the economic horizon
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12 June 2025

ASIC to increase audit surveillance in 2025–26

The corporate regulator has said it will review an increased number of audit files in the upcoming financial year.
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9 June 2025

ATO issues guidance on SMSF trustee appointment and compliance

The ATO has issued guidance on what SMSF members need to understand about compliance regarding responsibilities when appointing trustees or directors of a corporate trustee.
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28 May 2025

Freshwater Resources by Country 2025

Check out the largest freshwater resources by Country in the World
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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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