• Expect more in return!

    Ulton Chartered Accountants

    Expect more in return!
    Ulton Chartered Accountants
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  • A Financial Advisor that cares about YOU.

    Financial Advice

    A Financial Advisor that cares about YOU.
    Financial Advice
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  • For all your Business Advisory needs – Ask Ulton

    Business Advice

    For all your Business Advisory needs – Ask Ulton
    Business Advice
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  • Ulton Client Lifecycle

    Ulton Client Lifecycle
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Your success, your life — it matters at Ulton

Local Accountants, Business Advisors & Financial Planners

 

Ulton's core business aim is to ensure you achieve what you want in life and business. We take the time to listen to you, to truly understand what your needs are, which allows us to work together to plan the best possible strategy to help you achieve success with your business and financial needs.

 

85 years and still going strong!

 

Founded in 1926, Ulton has grown to become one of Queensland’s largest and most dynamic chartered accounting, business advisory and financial planning firms.

 

Servicing Bundaberg, Maryborough, Hervey Bay and Gladstone

 
With offices in Bundaberg, Maryborough, Hervey Bay and Gladstone, Ulton employs over seventy professionals who are specialists in their areas of expertise to deliver a comprehensive range of services to assist you in life and business. No matter what your financial, accountant or business need, Ulton are here for your success and your life needs.
 

How we help you achieve success

To help you achieve success, Ulton have developed the Ulton Client Lifecycle © which is used to assist clients, in navigating through the stages of life. Plan today for the future you want tomorrow, by viewing our Client Life Cycle or contacting Ulton on (07) 4154 0400.

Tax & Business Tips (Blog)

Forget the pollies - what’s the real state of play for retirees? Sep 17, 2014

The Abbott government recently announced that Superannuation Guarantee Contributions would be frozen at 9.5% until 2021 when they would then eventually rise to 12% by 2025. The Financial Services Council says retirement savings will be $128 billion worse off by 2025 because of the super changes.

What’s the reality? Today, 76% of all Australians over the age of 65, are on some form of Government pension. This is partly due to the current severe underfunding of superannuation for older Australians. The proof of this severe underfunding of super is that the average aggregate householdsuper balance at age 65 is only $304,000. Worse, more than 50% of all Australians over the age of 65 have zerosuperannuation.

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Retirement and Superannuation Information Session - Hervey Bay Sep 17, 2014

How do you get the most out of your ‘cheese’ in retirement?

So, how much is enough? If you’re about to retire (within the next 5 years) or already retired, this question has probably crossed your mind once or twice...

How do you protect the retirement assets you worked hard to achieve?

Ulton Wealth Management are hosting a free information session to help you understand:

  • How you can maximise Centrelink benefits
  • Aged Care rules for you or your aged parents
  • How you can make your money last as long as you do.

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  • Proven business growth strategies that you need to succeed.
  • How to grow your business and increase cashflow.
  • Actionable strategies that will make a huge difference to your bottom line.
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Testimonials

Ulton's has been a very important aspect of my business affairs over the last 10 years, and regard them as my business partner for all important financial decisions. Part of Ulton's success is our ability to have direct access to their partners across their multiple services with their broad knowledge of my business affairs.
Mark Goodwin
Director & Chief Operations Officer - Construction
Sunstate Group Qld t/a SGQ