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      Rising farmland values: The case for personalised financial advice
      time 4 minute read

      Rising farmland values: The case for personalised financial advice

      Recent studies indicate that the value of Australian farmland has seen strong growth throughout the...
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      Preserving your legacy: strategies for intergenerational wealth transfer
      time 4 minute read

      Preserving your legacy: strategies for intergenerational wealth transfer

      Back in 2021, the Productivity Commission’s inquiry into philanthropy brought to light the...
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      The gender super gap and women’s wealth
      time 4 minute read

      The gender super gap and women’s wealth

      Most people are familiar with the gender pay gap, the average difference between remuneration for...
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      Better Targeted Super Concessions (The $3M Cap)
      time 4 minute read

      Better Targeted Super Concessions (The $3M Cap)

      Treasurer Dr Jim Chalmers unveiled the proposed Better Targeted Super Concessions as a new tax on...
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      Where there is a Will, there is a relative.
      time 2 minute read

      Where there is a Will, there is a relative.

      Estate planning is more than just having a Will, it is about protecting your wealth and your...
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      What to consider as you or your family age
      time 3 minute read

      What to consider as you or your family age

      Often clients take a lot of time and effort to consider what they want to have occur in the event...
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      What is included in my estate & what isn’t?
      time 4 minute read

      What is included in my estate & what isn’t?

      When preparing a Will many people mistakenly believe that everything that they own, or have an...
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      Scam Awareness Week 2022 - Is it a scam?
      time 2 minute read

      Scam Awareness Week 2022 - Is it a scam?

      Naturally, people aspire to get the most out of their investments, especially if a great...
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      Commonwealth Seniors Health Card - new income limits legislated
      time 2 minute read

      Commonwealth Seniors Health Card - new income limits legislated

      Legislation* increasing the income limits for the Commonwealth Seniors Health Card (CSHC) has...
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      Why I advocate you should plan on having more than $1m by retirement
      time 2 minute read

      Why I advocate you should plan on having more than $1m by retirement

      The Australian Financial Review has recently published the article 'Do you actually need $1m to...
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      Superannuation contribution opportunities from 1 July 2022.
      time 2 minute read

      Superannuation contribution opportunities from 1 July 2022.

      Several key super changes which may impact your ability to contribute to your Super and Self...
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      Investment Bonds – the best gift for a grandchild!
      time 2 minute read

      Investment Bonds – the best gift for a grandchild!

      When you have a new grandchild, you naturally think about their future. If you want to provide a...
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      2022 Federal Budget | Superannuation Summary
      time 4 minute read

      2022 Federal Budget | Superannuation Summary

      We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
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      2022 Federal Budget | Social Security & Family Assistance Summary
      time 3 minute read

      2022 Federal Budget | Social Security & Family Assistance Summary

      We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
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      New Year - New Superannuation Rules
      time 8 minute read

      New Year - New Superannuation Rules

      There is a raft of super changes that have come into effect from 1 July 2021. The start of a new...
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      Millennials, Women and SMSF's 'Taking control of their super' Q&A with Kylie Wright
      time 5 minute read

      Millennials, Women and SMSF's 'Taking control of their super' Q&A with Kylie Wright

      Recently, Ulton Wealth Management Partner Kylie Wright spoke to The Australian Financial Review's...
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      2021 Federal Budget | Superannuation Summary
      time 6 minute read

      2021 Federal Budget | Superannuation Summary

      We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
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      2021 Federal Budget | Social Security & Family Assistance Summary
      time 3 minute read

      2021 Federal Budget | Social Security & Family Assistance Summary

      We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
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      What can I expect from my financial advisor?
      time 3 minute read

      What can I expect from my financial advisor?

      What can I expect from my financial advisor?
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      Retirement planning considerations: What you need to know now
      time 5 minute read

      Retirement planning considerations: What you need to know now

      Do you want the retirement of your dreams? You need to consider setting a budget. If you’re...
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      Photo ID Cards: Essential for Older Australians
      time 1 minute read

      Photo ID Cards: Essential for Older Australians

      At Ulton, we often see clients who are ageing and beginning to have physical frailty or mental...
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      Investment Options for Superannuation
      time 5 minute read

      Investment Options for Superannuation

      Superannuation is essential to our retirement planning, however, it’s not always given the...
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      2020 Federal Budget | Social Security & Family Assistance Summary
      time 5 minute read

      2020 Federal Budget | Social Security & Family Assistance Summary

      We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
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      2020 Federal Budget | Superannuation Summary
      time 5 minute read

      2020 Federal Budget | Superannuation Summary

      We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
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      EOFY Strategies
      time 5 minute read

      EOFY Strategies

      With global restrictions easing, markets correcting and businesses starting to adjust to the...
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      SME commercial leasing principles during COVID-19
      time 3 minute read

      SME commercial leasing principles during COVID-19

      The National Cabinet Rent Code. Up-to-date as at 8 April 2020. The purpose of the Code of Conduct...
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      Commercial and Residential Tenancies.
      time 4 minute read

      Commercial and Residential Tenancies.

      UPDATED THURSDAY, 2 APRIL 2020 On Sunday, 29 March 2020 the Prime Minister’s office made the...
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      How to get your CRN from Centrelink for the first time.
      time 1 minute read

      How to get your CRN from Centrelink for the first time.

      Many Australians are being stood down during this pandemic and will need to apply for Centrelink...
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      COVID-19 – Economic stimulus packages for individuals explained
      time 4 minute read

      COVID-19 – Economic stimulus packages for individuals explained

      Over the past two weeks the Government has announced two economic stimulus packages to cushion the...
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      COVID-19 – Economic stimulus packages for SMSF Trustees
      time 4 minute read

      COVID-19 – Economic stimulus packages for SMSF Trustees

      Over the past two weeks the Government has announced two economic stimulus packages to cushion the...
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      Stimulus relief package for individuals and what this could mean for you.
      time 5 minute read

      Stimulus relief package for individuals and what this could mean for you.

      Updated: Stimulus relief package for individuals and what this could mean for you
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      How do your portfolios respond during fast and furious market movements?
      time 4 minute read

      How do your portfolios respond during fast and furious market movements?

      Market Update - 17 March 2020
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      Deeming rate cuts due to economic conditions.
      time 1 minute read

      Deeming rate cuts due to economic conditions.

      In the Media About 900,000 Australians will see an increase to their fortnightly social security...
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      Investment Strategies for SMSF Trustees
      time 2 minute read

      Investment Strategies for SMSF Trustees

      The ATO released guidance to SMSF Trustees on Investment Strategies on the 19/02/20. The ATO has...
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      Protect your insurance in your super
      time 1 minute read

      Protect your insurance in your super

      Time to take action if you wish to retain your insurance through your inactive super fund. You may...
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      2019 Federal Budget - Superannuation
      time 2 minute read

      2019 Federal Budget - Superannuation

      Happily the 2019 Federal Budget was a quiet one for superannuation.
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      2019 Federal Budget - Social Security and Family Assistance
      time 3 minute read

      2019 Federal Budget - Social Security and Family Assistance

      SOCIAL SECURITY Energy assistance payment The Government announced a one-off payment of $75 for...
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      Why use a Financial Adviser at Ulton Wealth Management?
      time 3 minute read

      Why use a Financial Adviser at Ulton Wealth Management?

      Because we transform and improve people’s lives. For most of our clients there’s a clear difference...
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      Take Action to Help Improve Your Financial Position
      time 1 minute read

      Take Action to Help Improve Your Financial Position

      Take action / Provide Certainty Studies in Behavioural Finance show that only 20% of people are...
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      Time to review your superannuation. Here's some things to consider.
      time 1 minute read

      Time to review your superannuation. Here's some things to consider.

      With the end of the financial year fast approaching, it is time to start thinking about income tax...
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      Proposed policy to stop SMSF's from receiving tax refunds for franking credits
      time 2 minute read

      Proposed policy to stop SMSF's from receiving tax refunds for franking credits

      You may have noticed significant media coverage recently regarding the Australian Labor Party’s...
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      Welcoming in the dawn of a new era in wealth management
      time 1 minute read

      Welcoming in the dawn of a new era in wealth management

      On 1 October 2017, Ulton Wealth Management Pty Ltd became a Corporate Authorised Representative of...
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      Self Managed Super Funds require periodic valuations of property assets
      time 3 minute read

      Self Managed Super Funds require periodic valuations of property assets

      Are you aware that all assets held within Self Managed Superannuation Funds (SMSFs) need to be...
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      2017 Federal Budget – Impacts for Individuals
      time 8 minute read

      2017 Federal Budget – Impacts for Individuals

      On 9 May the Federal Government handed down the 2017 Budget. The scale of the announcements for...
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      Superannuation Update (Part 2) – Opportunities for Concessional Contributions
      time 3 minute read

      Superannuation Update (Part 2) – Opportunities for Concessional Contributions

      Over the past six months there have been huge changes to superannuation law as a result of...
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