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

Here's the ATO 2018 'hit list' for FBT Apr 20, 2018

Here's the ATO 2018 'hit list' for FBT

With the end of the financial year approaching the ATO has released it’s hit list of what will be attracting their attention in the 2018 year. On this list is, Fringe Benefits Tax so we thought it would be a good time to reach out to you and discuss this topic as the FBT year has just ended. If your business has provided yourself, your family members or employees with any of the items or services, it is possible that you may have a fringe benefit issue.

DarylCorpe

Time to review your superannuation. Here's some things to consider. Apr 12, 2018

Time to review your superannuation. Here's some things to consider.

Under the new Government changes to super, effective 1 July 2017, the 10% maximum earnings condition for personal superannuation contributions was removed for the 2017-18 and future financial years.

This rule provided that an individual must have earned less than 10% of their income from their employment related activities to be able to deduct a personal contribution.

This change ensures that individuals receiving employment income are not dependant on whether their employers offer salary sacrifice arrangements. Self-employed individuals and individuals in receipt of passive income can make deductible personal contributions regardless of the amount of salary or wages they earn.

KylieWright

Proposed policy to stop SMSF's from receiving tax refunds for franking credits Apr 4, 2018

Proposed policy to stop SMSF's from receiving tax refunds for franking credits

Labor, if elected, will change the law so that SMSFs and other low tax paying entities will no longer be able receive a tax refund for the franking credits they receive. This will affect all SMSFs that own Australian shares, especially funds that have received tax refunds in recent years. This could have a significant impact on the retirement income of many SMSF members in retirement.

KylieWright