• 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

SMEs must be mindful of the Casual Conversion Clause in Modern Awards Sep 12, 2018

Casual employees may request conversion to permanent employment from 1 October 2018.

Many SMEs operate their business utilising a casual workforce. Is this still the best approach for your business? It’s a question that business owners need to ask and think about.Particularly, now that casuals may exercise their right to convert their casual employment to permanent. Also, with the Courts finding long term casuals to be ‘permanent’ employees, entitled to annual leave payments, that’s another good reason.


From 1 October 2018, a Casual Conversion Clause will be inserted into another 84 Modern Awards. If you operate your business with a casual workforce be mindful of the Casual Conversion Clause. It will affect your business. This communication provides you with what you need to know about the Casual Conversion Clause to mitigate your business risk.


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Access to the lower Corporate tax rate: The new 'Passive Income Test'. Sep 6, 2018

The Treasury Laws Amendment (Enterprise Tax Plan Base Rate Entities) Bill 2018 received royal assent on the 31 August 2018. These new laws further restrict which companies will be able to apply the lower tax rate of 27.5%. 

The new laws, replace the carrying on a business test with a base rate entity passive income (BREPI) test. This will mean companies with mainly passive income will be ineligible for the lower rates of tax. A company will pass the BREPI test if no more than 80% of the entity’s assessable income for the year is BREPI.

Does this apply to your company?

DarylCorpe
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Why use a Financial Adviser at Ulton Wealth Management? Helping you manage Risk Aug 21, 2018

When you partner with us, we want to ensure that we protect you and your family from catastrophe.

KylieWright
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