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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.
21 September 2023

Managing complex relationships in SMSFs comes down to well-crafted deeds

Marriage breakdowns and SMSFs are tricky and expensive, but if the fund has extended family members included it can get even trickier, says the head of a national SMSF advice company.    
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18 September 2023

Our investment and economic outlook, August 2023

Read our latest forecasts for investment returns and our region-by-region economic outlook.
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14 September 2023

Transferring wealth to the next generation

Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.
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13 September 2023

Intergenerational Report 2023

Australia’s future to 2063  
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9 September 2023

Single-asset segregation barred

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.
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29 August 2023

The top mode of transport in the world

check out the top modes of transport and how prevalent they are.
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26 August 2023

Returns rebound in 2022-23

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.
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23 August 2023

Understanding the role of custodians

Investment custodians have an important function to safeguard the assets of millions of Australian investors.
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21 August 2023

Our investment and economic outlook, July 2023

Read our latest forecasts for investment returns and our region-by-region economic outlook.
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14 August 2023

Taxing unrealised capital gains a grave concern: Burgess

The SMSFA has renewed its call for a more equitable and less costly approach to the federal government’s proposed new tax on superannuation balances exceeding $3 million.
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13 August 2023

From purchase to lease, SMSF property documentation is essential

Lease agreements for property must also adhere to non-arm’s length regulations to avoid the scrutiny of the ATO, says an SMSF expert.
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11 August 2023

Living comfortably in retirement just got more expensive

  The amount of superannuation needed to live comfortably has risen to a record high as the cost-of-living crisis continues to impact all Australians.  
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