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

Are you paying your employees too much when it comes to annual leave loading and super contributions? Jul 26, 2019

Are you paying your employees too much when it comes to annual leave loading and super contributions?

Often I’m asked questions about annual leave loading–

Why are my staff paid more when they are on holidays than when they are at work?

Is superannuation payable on annual leave loading?

Why is annual leave loading considered to be ordinary time earnings?

So what’s the science behind annual leave loading?

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Changes to Payroll Tax - Payroll Tax Decreased! Jun 27, 2019

Changes to Payroll Tax - Payroll Tax Decreased!

On 28 June 2019 the Queensland Parliament passed the Revenue and Other Legislation Amendment Bill 2019. Of particular interest will be the changes to Payroll Tax Act 1971 from 1 July 2019:

DarylCorpe

Protect your insurance in your super. Jun 5, 2019

Protect your insurance in your super.

You may have recently received a letter from your super fund, suggesting that your insurance may be cancelled. This is a result of new federal legislation passed earlier this year, known as the Protecting Your Superannuation Package. The objective of this legislation is to ensure that people are not paying for insurance that they do not need. The assumption is that people who are no longer contributing to a super fund, most likely also no longer need the insurance available through these funds. This is not universally the case and you therefore will need to take action if you wish to retain your insurance.

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