Virtue and Partners

https://www.virtueandpartners.com.au/blog/as-i-see-it/2026/08/vp-august-2026-newsletter/

V&P August 2026 Newsletter - Virtue & Partners Greetings, as we come towards the end of the Sydney winter and, indeed, the Australian earnings season for listed companies. Australian Equities The earnings season was quite solid and really reflected that our continuous disclosure regime is working well, with not too many shocks on the day. The he...

https://www.virtueandpartners.com.au/latest-news/2026/08/atos-lrba-data-significantly-less-than-industry-figures/

ATO’s LRBA data significantly less than industry figures - Virtue & Partners There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests.

https://www.virtueandpartners.com.au/latest-news/2026/08/how-to-maximise-the-impact-of-your-inheritance/

How to maximise the impact of your inheritance - Virtue & Partners Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely

https://www.virtueandpartners.com.au/latest-news/2026/08/six-ways-gen-x-can-build-retirement-savings/

Six ways Gen X can build retirement savings - Virtue & Partners Making the most of your peak earning years

https://www.virtueandpartners.com.au/latest-news/2026/08/contribution-splitting-now-more-valuable/

Contribution splitting now more valuable - Virtue & Partners The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.

https://www.virtueandpartners.com.au/latest-news/2026/08/new-to-smsfs-start-preparing-for-your-first-sar-lodgment/

New to SMSFs? Start preparing for your first SAR lodgment - Virtue & Partners New SMSFs that are required to lodge a self-managed super fund annual return by 31 October should start preparing now, the ATO said.

https://www.virtueandpartners.com.au/latest-news/2026/08/can-i-still-get-the-age-pension-if-my-super-is-healthy/

Can I still get the Age Pension if my super is healthy? - Virtue & Partners A healthy super balance doesn't always rule you out of the Age Pension

https://www.virtueandpartners.com.au/latest-news/2026/08/new-deeming-thresholds-could-deliver-small-part-age-pension/

New deeming thresholds could deliver small part age pension - Virtue & Partners Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent applies, and the income-free threshold at which income in excess of the threshold begins to reduce the maximum age pension amount.

https://www.virtueandpartners.com.au/latest-news/2026/08/how-our-diets-have-changed/

How Our Diets have Changed. - Virtue & Partners Check out the this visualization, which tracks the evolution of dietary calorie intake from 1930 to 2026.

https://www.virtueandpartners.com.au/blog/as-i-see-it/2026/07/as-i-see-it-vp-july-2026-newsletter/

"As I See It!"- V&P July 2026 Newsletter - Virtue & Partners Greetings, With year end behind us, there is an opportunity to reflect on the previous year and look at the likely changes in the business environment and how best to position portfolios to benefit from this. Australian equities versus international equities While traditionally Australian investors....