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Seminars


At Ulton, we actively encourage the ongoing development of our relationship with Clients by hosting a range of interesting and informative seminars and special events.

Our recent seminars have focussed on issues including Self-Managed Superannuation Funds, Personal Risk Protection and Tax Effective Investments, and we are constantly searching for different seminar topics and speakers who will appeal to our Clients and their needs.

Keep checking on this page to explore our range of seminars in the coming months.


Upcoming seminars



Unlocking the ATO's 'Top Secret' about SMSF's

"Self Managed Super Funds (are) now the tax minimisation vehicle of choice" according to the Treasurey Red Book released in 2010.

If you have a Self Managed Super Fund or are considering one, it is essential you attend Ulton's FREE Infromation Session to discuss the '5 Top Strategies' which can benifit your SMSF along with the latest Pension Strategies and must know compliance rules.

Topics we will discuss will include:

  • How to pay no Capital Gains Tax
  • Why borrowing inside Super makes sense
  • How to maximise Super Contributions and minimise Excess Contributions Tax
  • How to minimise Estate Tax
  • TOO TOP SECRET TO PUBLISH

Presented by Kylie Wright - SMSF Specialist Advisor

We have 3 sessions running.

Gladstone - 1st March 2011

Click here to register for our Free Public Information Session in Gladstone

Hervey Bay - 2nd March 2011

Click here to register for our Free Public Information Session in Hervey Bay

Bundaberg - 3rd March 2011

Click here to register for our Free Public Information Session in Bundaberg

Time for all sessions: 5:30pm arrival for a 5:45pm start with nibbles provided



This is an information session not to be missed!

Bookings Essential



Ulton, ABN 14 396 442 049