• 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

Melbourne Cup Strategy 2018 - Morgans Recommendations Nov 6, 2018

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

None
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Company tax rate lowered from 27.5% Oct 25, 2018

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
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Additional Tax Deductions for Farmers Oct 10, 2018

There is now further relief for primary producers to allow immediate deductions for fodder storage assets. The 2015-2016 Budget proposed the introduction of legislation that allows primary producers to deduct the capital expenditure of fodder storage assets over three years instead of their effective lives.

DarylCorpe
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