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      Superannuation

      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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      Comprehensive guide to estate planning

      Comprehensive guide to estate planning

      Our educational estate planning resource to ensure you're on the right track
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      Estate planning health check

      Estate planning health check

      Estate planning made easy
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      SMSF Connect

      SMSF Connect

      SMSF Connect Educational Resource
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      What is included in my estate and what isn't?

      What is included in my estate and what isn't?

      When preparing a Will many people mistakenly believe that everything that they own, or have an...
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      How do you qualify for Age Pension?

      How do you qualify for Age Pension?

      The area of the age pension can be difficult to understand and there are very limited ways in which...
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      How superannuation is dealt with in the event of your death?

      How superannuation is dealt with in the event of your death?

      A Binding Death Benefit Nomination so as the name suggests is binding on the trustee. It’s legally...
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      How do I get paid a pension from super?

      How do I get paid a pension from super?

      What is an account based pension?
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      How much superannuation do I need when I retire?

      How much superannuation do I need when I retire?

      Wealth Managers are frequently asked, 'How much Super do I need to retire?' and the truth is that...
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      What do you need to do to successfully manage your SMSF?
      time 1 minute read

      What do you need to do to successfully manage your SMSF?

      You've decided to put your retirement funds into an SMSF. That's Great! What else do you need to do...
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      Matters to consider when managing your SMSF investment strategy

      Matters to consider when managing your SMSF investment strategy

      The SIS (Superannuation Industry (Supervision)) Regulations state that 'The trustee of the entity...
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      Self Managed Superannuation Fund (SMSF) Pros and Cons

      Self Managed Superannuation Fund (SMSF) Pros and Cons

      There's a lot of hype about superannuation, and rightly so. With around 74% of Australians holding...
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      When can I retire?

      When can I retire?

      One of the most common questions we are asked is, "When can I retire?" Most people will assume that...
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      'SMSF Smart' an SMSF trustee webinar

      'SMSF Smart' an SMSF trustee webinar

      Ulton Partners, Kylie Wright and Bernard Whebell presented a SMSF Trustee Webinar “SMSF Smart”...
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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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      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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      From 1 July - superannuation guarantee rate increase to 10.5%
      time 1 minute read

      From 1 July - superannuation guarantee rate increase to 10.5%

      The super guarantee (SG) rate will increase from 10% to 10.5% which comes into effect from 1 July...
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      Get ready for 1 July 2022 - changes in minimum wage rates and superannuation
      time 1 minute read

      Get ready for 1 July 2022 - changes in minimum wage rates and superannuation

      The Fair Work Commission handed down its decision to increase minimum wageseffective 1 July 2022 on...
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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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      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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      What to do if a new employee does not provide details of their super fund?
      time 1 minute read

      What to do if a new employee does not provide details of their super fund?

      Employers can no longer make superannuation payments to their default super fund if a new employee...
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      Is it a scam?
      time 2 minute read

      Is it a scam?

      New data released
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      Managing your Self Managed Superannuation Fund (SMSF)
      time 2 minute read

      Managing your Self Managed Superannuation Fund (SMSF)

      You’ve set up your Self Managed Superannuation Fund (SMSF), and now you want to make sure that you...
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      What does it really cost to run your self-managed superannuation fund (SMSF)?
      time 1 minute read

      What does it really cost to run your self-managed superannuation fund (SMSF)?

      The Australian Securities and Investments Commission (ASIC) published a fact sheet showing the...
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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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      From 1 July 2021, the Superannuation Guarantee rate is increasing to 10%
      time 2 minute read

      From 1 July 2021, the Superannuation Guarantee rate is increasing to 10%

      The long-awaited increase to superannuation guarantee is upon us with no further delays announced...
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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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      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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      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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      Everything you need to know about PAYG
      time 3 minute read

      Everything you need to know about PAYG

      If you are an employer or own a self-managed superannuation fund (SMSF) you may be required to...
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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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      Does my SMSF need to be audited?
      time 2 minute read

      Does my SMSF need to be audited?

      As Trustee of a Self-Managed Superannuation Fund you are required to have an independent audit...
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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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      Here's your end of financial year wrap up
      time 8 minute read

      Here's your end of financial year wrap up

      The topics covered in this blog are a snapshot of some of the things to consider as we head towards...
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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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      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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      Salary Sacrifice Super and Superannuation Guarantee changes
      time 2 minute read

      Salary Sacrifice Super and Superannuation Guarantee changes

      The Minister for Revenue and Financial Services, the Hon Kelly O’Dwyer MP hasstatedthat the...
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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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      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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      09/11/16 Superannuation Legislation Changes – Part 1 – Opportunities for Non Concessional (NCC) Contributions
      time 3 minute read

      09/11/16 Superannuation Legislation Changes – Part 1 – Opportunities for Non Concessional (NCC) Contributions

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      Introducing Ulton's New SMSF Accounting Solution – Class Super
      time 1 minute read

      Introducing Ulton's New SMSF Accounting Solution – Class Super

      Ulton are pleased to advise our clients that we have partnered with Class Super ("Class”) for the...
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