• Expect more in return!

    Ulton Chartered Accountants

    Expect more in return!
    Ulton Chartered Accountants
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  • A Wealth Manager that cares about YOU.

    Wealth Management

    A Wealth Manager that cares about YOU.
    Wealth Management
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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 & Wealth Managers

 

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.

 

88 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, audit and wealth management 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)

Investment Bonds - Are they suitable for me? Nov 28, 2014

Investment Bonds are an interesting investment vehicle which may suit investors in a range of different situations.

 

Investment Bonds are a tax paid investment, with a nominal 30% tax-paid rate. This means you would not need to include details of the investment, including earnings, in your annual tax return until a withdrawal is made. Earnings become fully tax-paid after 10 years. This means that the investment can been withdrawn at any time after 10 years and the proceeds will be tax-free, provided that the ‘125% rule’ has not been breached. If any withdrawals are made prior to 10 years, a 30% tax offset can be applied against any personal tax on income or gains.

 

There is no limit to the contributions in the first 12 months of the investment however in future years they are limited to the 125% rule. This rule limits the contributions in the second year and beyond to 125% of the previous year’s contributions.

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Breaking News - Commonwealth Seniors Health Care Card Nov 19, 2014

Legislation to deem account based pensions from 1 January 2015 for the purposes of determining eligibility for the Commonwealth Seniors Health Card (CSHC) passed the Senate on 17 November 2014. The Social Services and Other Legislation Amendment (2014 Budget Measures No. 6) Bill 2014 passed without amendment and awaits royal assent.


The new legislation deems account based pensions from 1 January 2015 unless the account based pension qualifies for grandfathering. Grandfathering applies where the client is the holder of a CSHC immediately prior to 1 January 2015 and commences the account based pension before 1 January 2015. This is great news as it means existing CSHC Card holders with an Account Based Pension will retain the card as long as nothing else in their circumstances changes.

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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