• Ulton now has its own Australian Financial Services Licence.

    A New Era Dawns

    Ulton now has its own Australian Financial Services Licence.
    A New Era Dawns
    Read More
  • What sets us apart? Watch our latest video and feel the Ulton difference.

    We're Ulton

    What sets us apart? Watch our latest video and feel the Ulton difference.
    We're Ulton
    Read More
  • We provide SMEs with day-to-day, proactive and reactive HR services.

    HR advice and services

    We provide SMEs with day-to-day, proactive and reactive HR services.
    HR advice and services
    Read More
  • Let's secure your financial future.

    Take Control

    Let's secure your financial future.
    Take Control
    Read More

Your success, your life — it matters at Ulton

Our Unwavering Commitment

Established in 1926, Ulton is a firm as rich in tradition, heritage and history as it is dynamic and progressive. In our 90 years of operation, we have built a resilient, stable and secure business such that we’re now one of Queensland's most successful financial advisory firms. 

Our strategy is to forge mutually beneficial partnership relationships. Subsequently, our commitment to our employees, clients and communities is both unwavering and long-lasting.

From offices in Brisbane, Bundaberg, Fraser Coast and Gladstone, our 90-strong team of professionals delivers the full suite of financial advisory services sought after by small to medium-size  businesses and high net-worth individuals.

We understand how business and private clients define client service. That’s why we go out our way to be accessible and responsive. It’s why clients can rely on us to deliver on our promises. And it’s why our clients overwhelmingly describe us as approachable, friendly and easy to work with. 

Our aspiration is two-fold: to be our clients’ preferred provider of financial advisory services, and to be recognised as Australia’s leading mid-tier financial advisory firm. And given our client satisfaction scores are among the highest in the country, it’s fair to say we’re well on way to achieving both of those goals.




 
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Latest Insights

Superannuation Guarantee Amnesty for Employers Jun 15, 2018

The government recently announced a twelve month amnesty period for employers to catch up with their superannuation guarantee obligations. The period will run from the date of the announcement - 24 May 2018 - to 23 May 2019.

The measures are subject to the bill - Treasury Laws Amendment (Superannuation 2018 Measures) Bill 2018 - being passed by parliament; there has been no indication the bill is contentious and we expect it to pass.

To be eligible, employers must:

  • pay all that is owing including the nominal interest within the period and;
  • voluntarily advise the ATO of the shortfall (not already be the subject of a Super Guarantee audit).

DarylCorpe
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Business Growth Funding Grants Jun 8, 2018

The Business Growth Fund Program, delivered by the Office of Small Business has opened up applications for a Business Growth Fund Grant providing targeted assistance to small and medium businesses that demonstrate high-growth (generally considered to be 20% increase in turnover or employment) and employment aspirations, enabling them to purchase specialised equipment and services to help these business achieve their growth goals. There are a number of guidelines applicants need to adhere to, to be considered for eligibility. Funding is up to $50,000 (excluding GST), with a co-contribution from the applicant of between 25 per cent and 50 per cent of the total project costs.

JasonKrenske
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Budget Summary by Michael Knox - The Budget combines good luck with good management. May 11, 2018

Budget Summary by Chief Economist at Morgans - Michael Knox. 
The Australian economy has now emerged from its ‘dog days’. During this period, falling commodity prices generated slow nominal GDP growth and slow government revenue growth. The only solution to this period was a tight control on spending.
A recovery in commodity prices and a rise in the terms of trade has now generated faster nominal GDP growth and faster government revenue growth. The government can now afford to return that faster government revenue growth to the voters in terms of prudent tax cuts.

None
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