Superannuation

EOFY… Deductible Super Contributions

EOFY… Deductible Super Contributions 1200 900 Integral Private Wealth
Now that the COVID-19 panic is subsiding and life begins to normalise somewhat, you may have time to consider your plans for the fast-approaching EOFY. This article focusses on an overview of deductible super contributions and key considerations should they be of interest. read more

EOFY… Non-deductible Super Contributions

EOFY… Non-deductible Super Contributions 1200 900 Integral Private Wealth
Superannuation contributions are a valuable tool for building tax-effective wealth. With EOFY fast approaching, this article focusses on an overview of non-deductible super contributions and key considerations should they be of interest. read more

Retirement and the Transfer Balance Cap (TBC)

Retirement and the Transfer Balance Cap (TBC) 1200 900 Integral Private Wealth
When looking to partially or fully fund your retirement lifestyle from your super benefits, there are several options available. A lump sum, a retirement income stream or a combination of both. read more

SMSF… Five key things

SMSF… Five key things 1200 900 Integral Private Wealth
As an SMSF trustee, you need to meet the needs of all members of your SMSF to satisfy the sole purpose test. Your fund needs to be maintained for the sole purpose of providing retirement benefits to your members, or to their dependants if a member dies before retirement. read more

Past, present and future (Part 2)

Past, present and future (Part 2) 1200 900 Integral Private Wealth
In this article, the second of a two-part series, we cover legislative changes to the Higher Education Loan Program, the Farm Household Allowance, the Paid Parental Leave Scheme, and overseas welfare recipients. read more

Past, present and future (Part 1)

Past, present and future (Part 1) 1200 900 Integral Private Wealth
In this article, being the first of a two-part series, we cover legislative changes to the PBS, redundancy payments, salary sacrifice arrangements, and self-managed super funds (NALI and LRBAs). read more

Protecting Your Superannuation Package

Protecting Your Superannuation Package 1200 900 Integral Private Wealth
As every year (around August), we provide information on reviewing your annual superannuation statement. However, given several changes that take effect from 1 July 2019, we felt it was pertinent to touch base prior to this. read more

Australia’s retirement wellbeing and security

Australia’s retirement wellbeing and security 1200 900 Integral Private Wealth
Various factors can influence your retirement wellbeing and security. Many of these factors are often out of your control, but there are some that aren’t. read more

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