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.

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.

We respect your privacy:
We never send spam emails
& you can unsubscribe any time.

Latest Insights

The Christmas Party Rules Nov 21, 2018

The Christmas Party Rules

Are you having a Christmas party?

In today’s world, responsibility for all work related events rests with the business owner. As a business owner, there is a real risk that you could be held vicariously liable for any of your employees who behave badly.

What steps have you put in place to ensure the health and safety of your staff and any other attendees? Our Workplace Party Checklist will help you mitigate your risk of hosting a staff Christmas party so you too can relax and enjoy knowing you have taken ‘reasonable steps’ to avoid the onset of a woeful hangover that may linger long after the Christmas party has ended.

ChristineGuy

Melbourne Cup Strategy 2018 - Morgans Recommendations Nov 6, 2018

Melbourne Cup Strategy 2018 - Morgans Recommendations

If you are looking for a hot tip in this year's Melbourne Cup, why not consider an Economists recommendation?

None

Company tax rate lowered from 27.5% Oct 25, 2018

Company tax rate lowered from 27.5%

With a speed not usually seen with tax legislation, the Treasury Laws Amendment (Lower Taxes for Small and Medium Businesses) Bill 2018 was introduced into parliament on the 16th October and passed both houses on the 18th October. The Governor-General gave his royal assent on the 25th October.

Companies that meet the below criteria will have a tax rate of 26% in 2020-2021 and 25% in 2021-2022. To be eligible for the lower tax rates the companies need to;

Have an aggregated turnover of less than $50 million; and
Pass the base rate entity passive income test (BREPI) by having no more that 80% of their assessable income as passive income.

This brings forward the 25% tax rate that wasn’t planned to start until the 2026/2027 years.

DarylCorpe