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)

New Year New Name - Ulton Wealth Management Pty Ltd Jul 14, 2014

New Year New Name - Ulton Wealth Management Pty Ltd

Ulton Financial Planning has changed our name! So, what’s in a name? To better reflect what we actually do for our clients, from 1^st July 2014 we will be operating as Ulton Wealth Management Pty Ltd. We are always looking to improve and grow the business and change is something we need to continually embrace.

If you took a straw poll on what the terms 'Financial Planner' or 'Financial Adviser' mean, many people would say that it is someone who gives investment advice. However that is only a very small part of what we do.Financial Planning at Ulton is all about strategic wealth management.

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New ATO Penalties for Self-Managed Super Funds Jul 7, 2014

New ATO Penalties for Self-Managed Super Funds

The ATO has introduced new penalty powers which it can impose on you if your fund breaks certain superannuation rules.

The new rules apply from 1 July this year and allow the ATO to fine you and require you to rectify the mistake that has been made. They can also direct you to take further education on self-managed superannuation funds if they are not satisfied you understand your role as trustee of your self-managed fund.

There are three types of new penalties that can be imposed:

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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

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Ulton Chartered Accountants