Blog - SMSFs

Take action to help improve your financial position. Aug 14, 2018

Take action / Provide Certainty
Studies in Behavioural Finance show that only 20% of people are actually ready to take concrete action to improve their financial position.  Part of our job is to make you, one of the 20%.  We can then help deliver certainty that can help you improve your financial position.

Why use a Financial Adviser at Ulton Wealth Management? Aug 7, 2018

Because we transform and improve people’s lives. For most of our clients there’s a clear difference between their financial life before Ulton to the life they achieve and live while partnering with Ulton.We help clients make lots of small changes that makes a big difference in their wealth, over the long-term.There are no short cuts to wealth and working with our Ulton Wealth Management Team we will get you there.

Proposed policy to stop SMSF's from receiving tax refunds for franking credits Apr 4, 2018

Labor, if elected, will change the law so that SMSFs and other low tax paying entities will no longer be able receive a tax refund for the franking credits they receive. This will affect all SMSFs that own Australian shares, especially funds that have received tax refunds in recent years. This could have a significant impact on the retirement income of many SMSF members in retirement. 

Self Managed Super Funds require periodic valuations of property assets Jun 28, 2017

The ATO recently updated its Valuation Guidelines for Self Managed Superannuation Funds. In this blog, we set out information to assist you in obtaining acceptable valuations of the property assets that are held within your Self Managed Superannuation Fund.

2016/17 Year-End Superannuation Planning Jun 13, 2017

Given the impending July 2017 superannuation changes, being on top of your EOFY planning is as important as it has ever been. This year that may include maximising the existing contribution limits for superannuation before they decrease on 1 July 2017. 

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