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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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Goals-based Investment Planning 1200 900 Integral Private Wealth

Goals-based Investment Planning

The foundation of goals-based investing lies in ensuring that there is alignment between your financial goals and objectives, tolerance for risk and the way your investment portfolio is ultimately invested. We explore this in a little more detail.

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Ageing in Retirement 1200 900 Integral Private Wealth

Ageing in Retirement

Australians, and people around the globe, are living longer than ever before due to an increased awareness and understanding of the factors that influence our life span, such as genetics, health care, workplace health and wellness, hygiene, diet and nutrition, exercise, and lifestyle.

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Intergenerational Wealth Transfer 1200 900 Integral Private Wealth

Intergenerational Wealth Transfer

When discussing estate planning and the transfer of wealth, the conversation is mainly about identifying the key participants, such as the executor and beneficiary.

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Appointing a power of attorney 1200 900 Integral Private Wealth

Appointing a power of attorney

Estate planning can be complicated. When people review Estate planning, they often also discuss powers of attorney. In this article, we discuss the different powers of attorney and how they may be of benefit to you.

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Your financial well-being 1200 900 Integral Private Wealth

Your financial well-being

This week we unravel the data from a recent survey conducted by ANZ on the financial well-being of Australians. The survey ranked scores from struggling to no worries, with interesting results well worth a look.

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Protecting Your Superannuation Package 1200 900 Integral Private Wealth

Protecting Your Superannuation Package

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.

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RBA cuts interest rates to a record low 1200 900 Integral Private Wealth

RBA cuts interest rates to a record low

At the beginning of May, the RBA slashed near term Australian economic growth, unemployment, and inflation forecasts. In short, we knew the RBA was going to cut rates today as the market was 100% priced in for a 25bps cut to 1.25%.

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