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      Wealth Management

      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 can I expect from my financial advisor?

      What can I expect from my financial advisor?

      What can I expect from my financial advisor?
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      How to get financially organised

      How to get financially organised

      How to get financially organised?
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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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      Ensure your financial freedom by setting SMART financial objectives

      Ensure your financial freedom by setting SMART financial objectives

      When you come to see us for your first financial planning meeting we will obviously want to know...
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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 does life insurance work?

      How does life insurance work?

      Life insurance is also called life cover or death cover. It pays a lump sum to your beneficiaries...
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      5 steps to become financially organised

      5 steps to become financially organised

      We often have clients asking us, ‘how can we be better financially organised?’ Being financially...
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      Trauma Insurance - what is it and why do I need it?

      Trauma Insurance - what is it and why do I need it?

      Trauma Insurance can often be forgotten about when looking at personal insurance cover. Its purpose...
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      Total and permanent disability insurance

      Total and permanent disability insurance

      Total and Permanent Disability (TPD) Insurance is designed to pay out a lump sum of money in the...
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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 you need to know about probate

      What you need to know about probate

      If you’re named as Executor in a Will, you may first need to apply for Probate.
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      What is an Advance Health Directive and what does it do?

      What is an Advance Health Directive and what does it do?

      After a severe medical condition or event, many people are unable to communicate their wishes....
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      Why do I need a Will and how do I make a valid Will?

      Why do I need a Will and how do I make a valid Will?

      Wills are a really important document. They're going to ensure that the assets that you've built up...
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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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      Income protection insurance

      Income protection insurance

      Your ability to earn an income is your biggest asset. Which is why income protection insurance is...
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      Why you need a Power of Attorney

      Why you need a Power of Attorney

      Power of Attorney (POA) is a formal document that is a delegation of authority from one person (the...
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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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      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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      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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      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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      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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      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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      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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      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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      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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      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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      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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