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A critical point in the outlook for equities 1200 900 Integral Private Wealth

A critical point in the outlook for equities

Pendal’s Crispin Murray thinks the market is at a critical point and the next week or two will reveal if the US COVID-19 rise in cases will lead to a surge in hospitalisations and deaths causing a heightened and material risk with essential ramifications for market confidence.

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Where does the money go when the sharemarket corrects? 1200 900 Integral Private Wealth

Where does the money go when the sharemarket corrects?

When the media reports on a massive sharemarket fall, headlines such as ‘Bloodbath: $130b wiped away as ASX plunges, dollar dives to 11-year low’ cause many to wonder where the money went. Here we explain the ‘paper’ loss.

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A post COVID-19 world 1200 900 Integral Private Wealth

A post COVID-19 world

Life events can disrupt context cues and create opportunities to make decisions and implement new intentions and goals. In this article, we discuss financial needs and wants in a post-COVID world.

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Staying afloat after a loss of income 1200 900 Integral Private Wealth

Staying afloat after a loss of income

Unfortunately, many Australians lose their jobs every day, and it becomes stressful managing expenses. In this article, we provide some tips to help manage your finances if you have lost income.

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EOFY… Deductible Super Contributions 1200 900 Integral Private Wealth

EOFY… Deductible Super Contributions

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.

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EOFY… Non-deductible Super Contributions 1200 900 Integral Private Wealth

EOFY… Non-deductible Super Contributions

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.

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Coronavirus health and economic update 1200 900 Integral Private Wealth

Coronavirus health and economic update

Both domestically and abroad, sentiment continues to improve in regard to managing the virus. The debate has now shifted to how and when containment measures can be rolled back.

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Support for Individuals 1200 900 Integral Private Wealth

Support for Individuals

The Government has announced measures to assist Australians, including the unemployed and recently made redundant, sole traders and employees who have had their hours reduced by 20% and pensioners including eligible concession cardholders.

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Support for Businesses 1200 900 Integral Private Wealth

Support for Businesses

The Government has announced measures to assist all forms of business through the period ahead. It is designed to support businesses in managing short-term cash flow challenges by providing tax relief, capital and emergency changes in law.

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Trade Relations 1200 900 Integral Private Wealth

Trade Relations

At this stage, it is difficult to gauge the exact impact of coronavirus on Chinese and therefore global economic growth. The Australian economy is particularly exposed given it is highly integrated within Asia, largely weighted to China.

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Balancing a Portfolio 1200 900 Integral Private Wealth

Balancing a Portfolio

The returns of asset classes can alter our chosen asset allocation within an investment portfolio. In this article, we explore the importance of periodically rebalancing an investment portfolio.

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Retirement and the Transfer Balance Cap (TBC) 1200 900 Integral Private Wealth

Retirement and the Transfer Balance Cap (TBC)

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.

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SMSF… Five key things 1200 900 Integral Private Wealth

SMSF… Five key things

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.

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Coronavirus Risk 1200 900 Integral Private Wealth

Coronavirus Risk

It has been a turbulent start to the year with Australia beginning the recovery process from the tragic bushfires followed by the threat of a global pandemic with cases of the coronavirus increasing across the globe.

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Past, present and future (Part 2) 1200 900 Integral Private Wealth

Past, present and future (Part 2)

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.

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Snapshot: 2020 Global Outlook 1200 900 Integral Private Wealth

Snapshot: 2020 Global Outlook

A combination of decreasing interest rates, de-escalation in the US-China trade war, a hard Brexit looking unlikely and early signs of an upturn in China, financial markets, particularly shares and property, have started with vigour.

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Past, present and future (Part 1) 1200 900 Integral Private Wealth

Past, present and future (Part 1)

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).

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Resolutions 1200 900 Integral Private Wealth

Resolutions

A resolution is a firm decision to do or not to do something. In this article, we discuss New Year’s resolutions, and why it can be challenging to keep these resolutions (and resolutions generally).

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