• 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

Luxury car tax refund for Primary Producers and Tourism Operators Jul 9, 2018

The Palaszczuk Government’s tax on ‘luxury vehicles’ commences 1 July 2018 imposing an extra 2% stamp duty on vehicles costing above $100,000. Although this is unavoidable, it provides a great opportunity to remind you of the refund available to Primary Producers and Tourism operators for the Federal Government’s Luxury Car Tax.

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Low and middle-income earners benefit from personal income tax package 'green light' Jun 22, 2018

The media is buzzing with news of the Turnbull Government’s personal income tax package for low and middle-income earners receiving the ‘green-light’ as it was passed through the Senate yesterday (21/6/18). Under the first stage of the three-stage plan, low and middle-income earners, earning up to $90,000, will receive a tax offset of up to $530 effective from July 1, 2018.


Additionally, individuals will benefit from the increases to the upper threshold for the 32.5 per cent tax rate from $87,000 to $90,000 from July 1, 2018.


For more details about the changes and to see the tax scales, we outlined them in our Budget Blog which can be accessed by clicking hereIf you have any specific questions about these passed changes, please contact your Ulton Advisor to discuss.

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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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