Integro Private Wealth

In the latest edition of Financial Standard, Bryn Evans discusses the impacts of the proposed Division 296 tax changes, which would increase the rate of taxation on super balances over $3 million. You can read more about Bryn's thoughts on these changes via the link below, or grab yourself a copy of the magazine. https://lnkd.in/g4v5gVPe

Earlier today, Director Tim Sullivan, appeared on ausbiz to discuss the growing number of clients seeking access to private market assets like private equity and how we expect this trend to continue into 2025. Watch the video below for more. 📺

Our Managing Partner, Justin Gilmour, spoke to Professional Planner this week about the different ways that advice firms can open up equity to their staff. It comes as we announced Bryce Wild as an equity partner at Integro Private Wealth last month. #financialadvice #privatewealthWA

Congratulations to Brian, Hunter, Elizabeth and the entire team at Frankland Estate for winning multiple awards in The West Australian Good Food Guide Awards. We have been working with the team now for many years and we are continuing to see them grow and flourish as a business. #WAGFG

Our Director, Tim Sullivan and Sam Hallinan from Spire Capital recently spoke to Keeli Cambourne at SMSF Adviser about the importance of liquidity in the private market space. Tim spoke to how clients are increasingly seeking greater exposure to private markets in the search for higher returns and access to a broad investment universe. Dive into the full article to find out more about what Tim and Sam have to say! #WealthManagement #FinancialPlanning 

Integro is proud to announce that two of our associates, Travis Carter and Jameson Johnston have passed their ASIC Financial Advisers exam. Despite the challenge, with only 62% passing this quarters’ exam, both men were successful in their achievements, demonstrating exceptional commitment to their studies alongside their client work. Integro is dedicated to providing top-notch financial advice and services to our clients, and both Travis and Jameson are valuable members of our team. Congratulations both! #FinancialAdviser #ASIC #ProfessionalDevelopment

Remember to vote for Justin Gilmour in the FS Power 50! Justin, our Managing Partner, has been announced as a finalist in the FS Power 50, an awards program recognising the #Top50 most influential advisers in Australia Voting for the FS Power 50 closes this Sunday and takes just 15 seconds. Three simple steps: 1. Click on the link/image below 2. Select Justin Gilmour from the drop-down box 3. Enter your details

We are delighted to announce that Bryce Wild has now become a shareholder at Integro Private Wealth.   As a dedicated member of the team for over four years, Bryce consistently delivers outstanding results and embodies the values and culture that define Integro. His ability to build strong relationships with both current and new clients has been instrumental in our growth. Above all, Bryce is a fantastic colleague, and we are grateful for the opportunity to work with him.   Please join us in congratulating Bryce on a well-deserved achievement!   #ShareholderAnnoucement #WealthManagement

Last week, Integro's Adam Pontague attended the 2024 WA Airway Group Bali Conference, where Integro was a proud Silver Sponsor. The conference was a great opportunity to discuss that critical care, retrieval medicine and emergency airway management are all important processes for engaging clinicians and professionals from different disciplines in how we can navigate these medical challenges. Thank you to all the critical care professionals that participated. #airwaymanagement #WAAGConference #SilverSponsor 

A nice morning read to start your day, with our private wealth adviser, Bryn Evans featured in The West Australian around what you need to know at tax time, including the benefits of not jumping in to lodge straight away. If you have any questions about your tax return or how financial advice can help you map out your tax obligations, please get in touch. #financialadvice #taxtime