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.

investment and economic outlook, August 2025

latest forecasts for investment returns and region-by-region economic outlook
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Common sense the best defence against fraudsters: forensic auditor

Basic common sense is one of the best tools to detect fraudulent schemes, a forensic auditor has said.
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How $1,000 plus regular contributions turned into $823,000 through compounding

A simple ongoing investment strategy can deliver substantial returns over time
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The rise and fall of the world’s largest economies | GDP Epic Battle (1560–2025)

From the age of empires to modern global superpowers, check out the rise and fall of the worlds superpowers.
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Avoid LRBA structure short cuts

SMSF trustees using limited recourse borrowing arrangements (LRBA) should avoid trying to cut corners in setting up a trust for the loan, with an SMSF structure expert stating they should set up a dedicated bare trust for each gearing measure.
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Challenges with TBC increase for those in pension phase

The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.
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Death benefits not reliant on probate

A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.
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ATO flags October SAR lodgment date

The Tax Office has reminded trustees that SMSFs need to start preparing for their SMSF annual return lodgment, which is due by 31 October 2025.
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Investment and economic outlook, July 2025

Latest forecasts for investment returns and region-by-region economic outlook  
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How personal data could boost your retirement income by up to 50%

Tailoring your retirement strategy based on your personal data could be invaluable
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How financial advice can reduce stress and save time

Research explores the benefits investors can derive from financial advice
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Evolution of Boeing – 1916 – 2025

Check out how Boeing planes have evolved over time.
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