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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.
10 September 2020

ATO confirms important issue on pension payments

  The ATO has confirmed only payments made to a member after 24 March in excess of the reduced minimum pension can be treated as a lump sum, even where a valid election was previously in place, says the SMSF Association.  
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7 September 2020

How SMSF trustees navigated COVID-19 volatility

  Last week, Vanguard and Investment Trends launched the 2020 SMSF Investor Report. This year's report surveyed over 3000 SMSF trustees on their investment priorities and industry outlook, providing an insight into how trustees navigated through COVID-19 volatility.
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24 August 2020

Pandemic spurs a rise in investment scams

In the current low interest rate environment, an investment product offering low-risk, high returns may sound very tempting.  
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Estate planning and investments

  It's a question most of us ask eventually: what happens to our investments when we die?  
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21 August 2020

Early release of Super extended to Dec 31

  Superannuation fund members facing financial hardship have been given an extended window to access retirement savings under the early release scheme.  
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15 August 2020

Excess TBC issues surfacing with reduced pension account values

The ATO has expressed concern that some trustees with diminished pension account values may be putting themselves at risk of exceeding their transfer balance cap by commuting their pension and then topping it back up.  
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12 August 2020

The Bond Market.

  2020, a year that will be marked in history by a pandemic that had devastating effects on global health and economic activity to individuals and nations across the world.  
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8 August 2020

Treasury underestimates early super by $15bn

  The government now expects around $42 billion to be removed from the super system as a result of the early release scheme, having revised up its initial estimates of $27 billion at the start of the scheme.  
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30 July 2020

COVID-19 resources -Update July 2020

  Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic.  If you have any questions, or require further assistance, please send us an email or phone.  
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JobKeeper Phase 2

  The Government has decided to extend a lower JobKeeper for a further six months (13 fortnights) from 28 September this year, with eligibility based on actual rather than projected turnover declines.  
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29 July 2020

Important Single Touch Payroll Update

Single Touch Payroll (STP) and Annual PAYG Payment Summaries – a reminder to both employers and employees.
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28 July 2020

‘But how will we pay for this?’

  It's a natural question about global policymakers' multitrillion-dollar efforts to prop up economies and markets against the monumental threat of the COVID-19 pandemic. And the question has understandably taken a back seat to confronting immediate health and welfare challenges.  
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