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Posts about
Superannuation
5 minute read
In life, change is the constant. Our personal circumstances change, unexpected surprises crop up...
3 minute read
Farmers will be significantly and disproportionately affected if the Division 296 passes in its...
5 minute read
In Australia, we’re fortunate to enjoy one of the longest life expectancies in the world. While...
5 minute read
In February 2023, draft legislation for the Division 296 tax was introduced to parliament. At the...
4 minute read
Most people are familiar with the gender pay gap, the average difference between remuneration for...
4 minute read
Treasurer Dr Jim Chalmers unveiled the proposed Better Targeted Super Concessions as a new tax on...
Our educational estate planning resource to ensure you're on the right track
When preparing a Will many people mistakenly believe that everything that they own, or have an...
The area of the age pension can be difficult to understand and there are very limited ways in which...
Life insurance is also called life cover or death cover. It pays a lump sum to your beneficiaries...
A Binding Death Benefit Nomination so as the name suggests is binding on the trustee. It’s legally...
Wealth Managers are frequently asked, 'How much Super do I need to retire?' and the truth is that...
1 minute read
You've decided to put your retirement funds into an SMSF. That's Great! What else do you need to do...
The SIS (Superannuation Industry (Supervision)) Regulations state that 'The trustee of the entity...
There's a lot of hype about superannuation, and rightly so. With around 74% of Australians holding...
One of the most common questions we are asked is, "When can I retire?" Most people will assume that...
Ulton Partners, Kylie Wright and Bernard Whebell presented a SMSF Trustee Webinar “SMSF Smart”...
4 minute read
When preparing a Will many people mistakenly believe that everything that they own, or have an...
2 minute read
Naturally, people aspire to get the most out of their investments, especially if a great...
2 minute read
The Australian Financial Review has recently published the article 'Do you actually need $1m to...
1 minute read
The super guarantee (SG) rate will increase from 10% to 10.5% which comes into effect from 1 July...
1 minute read
The Fair Work Commission handed down its decision to increase minimum wageseffective 1 July 2022 on...
2 minute read
Several key super changes which may impact your ability to contribute to your Super and Self...
4 minute read
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
1 minute read
Employers can no longer make superannuation payments to their default super fund if a new employee...
2 minute read
You’ve set up your Self Managed Superannuation Fund (SMSF), and now you want to make sure that you...
1 minute read
The Australian Securities and Investments Commission (ASIC) published a fact sheet showing the...
8 minute read
There is a raft of super changes that have come into effect from 1 July 2021. The start of a new...
2 minute read
The long-awaited increase to superannuation guarantee is upon us with no further delays announced...
5 minute read
Recently, Ulton Wealth Management Partner Kylie Wright spoke to The Australian Financial Review's...
6 minute read
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
3 minute read
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
5 minute read
Do you want the retirement of your dreams? You need to consider setting a budget. If you’re...
5 minute read
Superannuation is essential to our retirement planning, however, it’s not always given the...
5 minute read
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
5 minute read
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
3 minute read
If you are an employer or own a self-managed superannuation fund (SMSF) you may be required to...
5 minute read
With global restrictions easing, markets correcting and businesses starting to adjust to the...
3 minute read
The National Cabinet Rent Code. Up-to-date as at 8 April 2020. The purpose of the Code of Conduct...
4 minute read
UPDATED THURSDAY, 2 APRIL 2020 On Sunday, 29 March 2020 the Prime Minister’s office made the...
1 minute read
Many Australians are being stood down during this pandemic and will need to apply for Centrelink...
4 minute read
Over the past two weeks the Government has announced two economic stimulus packages to cushion the...
4 minute read
Over the past two weeks the Government has announced two economic stimulus packages to cushion the...
5 minute read
Updated: Stimulus relief package for individuals and what this could mean for you
4 minute read
Market Update - 17 March 2020
1 minute read
In the Media About 900,000 Australians will see an increase to their fortnightly social security...
2 minute read
The ATO released guidance to SMSF Trustees on Investment Strategies on the 19/02/20. The ATO has...
2 minute read
As Trustee of a Self-Managed Superannuation Fund you are required to have an independent audit...
1 minute read
Time to take action if you wish to retain your insurance through your inactive super fund. You may...
8 minute read
The topics covered in this blog are a snapshot of some of the things to consider as we head towards...
2 minute read
Happily the 2019 Federal Budget was a quiet one for superannuation.
3 minute read
SOCIAL SECURITY Energy assistance payment The Government announced a one-off payment of $75 for...
1 minute read
With the end of the financial year fast approaching, it is time to start thinking about income tax...
2 minute read
You may have noticed significant media coverage recently regarding the Australian Labor Party’s...
2 minute read
The Minister for Revenue and Financial Services, the Hon Kelly O’Dwyer MP hasstatedthat the...
3 minute read
Are you aware that all assets held within Self Managed Superannuation Funds (SMSFs) need to be...
3 minute read
Over the past six months there have been huge changes to superannuation law as a result of...
1 minute read
Ulton are pleased to advise our clients that we have partnered with Class Super ("Class”) for the...
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