Latest News Archives - Page 37 of 73 - Virtue & Partners

Budget 2021: Retirement Outcomes

The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.
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End of year (EOY) financial strategies

With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.
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SMSF Association clarifies NALI issues around pension phase assets

The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.
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SMSFs flagged on Div 7A relief implications from ATO’s updated guidance

While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.
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Dealing with compliance complexities impacting overseas SMSF property

Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.
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Why Australian households are getting richer

Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset allocation level, there may be room for households to revisit their asset holdings to see if they still align to their financial goals.
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Asset allocations still hold the key

Purchasing a home or investment property based on short-term market trends can dramatically alter asset allocations and have long lasting impacts on wealth. Here's why.
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Federal Budget 2021 – Health

While there are many aspects of our life covered in this year's Budget the following focuses on the issues related to Health.
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Building a more secure and resilient Australia

In this Budget, the Government is taking decisive action to build our economic resilience to deal with future shocks.
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Federal Budget 2021 – Overview

The following links to the ABC where a brief overview of the Winners and Losers from this year's Federal Budget.
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A broad range of Calculators – Tools

These calculators, along with videos that explain accounting ideas, latest news articles, an easy to use file transfer system, and a portfolio management portal make our website a great place to keep up-to-date and obtain help on many of your financial questions. *
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Understanding the coming super balance cap changes

The transfer balance cap is a limit on how much super can be transferred into pension accounts earning tax-free income. On 1 July, this cap will be increased. What might this mean for your retirement income stream?
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