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Self Managed Superannuation

Ulton’s superannuation service administers approximately two hundred Self-Managed Superannuation Funds (SMSFs) and several Employer Sponsored Superannuation Funds.  A variety of Ulton’s teams are involved with the management of these funds, including Business Services (responsible for the general administration of these funds), Audit, and Ulton Financial Planning (on behalf of Professional Investment Services, responsible for the development of investment strategies, eligible termination payments, pension allocation, etc). 

More specific areas of interest within our superannuation services include:

• The establishment and administration of the fund;
• Wealth creation strategies;
• Ensuring that the fund complies with all relevant legislation and standards;
• Guiding trustees in fulfilling their responsibilities;
• Preparation of detailed financial reports, including member statements;
• Ongoing analysis of the fund’s performance;
• Calculation of pensions from self-managed funds;
• Implementation of investment strategies;
• Analysing the need for risk management strategies; and
• SIS compliance.

Ulton seek to offer confidence, so that our clients can retire comfortably.

Portfolio Management

Ulton is able to provide up to date investment reports for investors' Self Managed Superannuation Funds, Family Trusts or large individually owned portfolios. The service provides:

• intra-day pricing, valuations & tax calculations for your portfolios;
• market data including stock prices & indices, dividends, market activity & company news;
• security watch lists;

If you would like this service implemented for your investments please email the Financial Planning Team.

Professional Investment Services Pty Ltd ("PIS") is the holder of Australian Financial Services Licence No. 234951 under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.

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Ulton, ABN 14 396 442 049