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2 minute read
As of January 1, 2025, new laws have come into effect to criminalise wage theft. These laws aim to...
3 minute read
Australia’s population is ageing, with the number of people aged 85 and over projected to triple in...
4 minute read
As financial advisors, we spend years working closely with clients to help them build a portfolio...
8 minute read
In the next 10-20 years, it’s estimated that more than $3 trillion will be transferred as part of...
5 minute read
In Australia, we’re fortunate to enjoy one of the longest life expectancies in the world. While...
1 minute read
The Commissioner of Taxation has released a Gazette notice advising the Australian Taxation Office...
2 minute read
I recently had a wonderful two weeks of annual leave, completely unplugged from modern society (no...
2 minute read
The Australian Taxation Office (ATO) released Draft Practical Compliance Guideline PCG 2024/D2 on...
5 minute read
In February 2023, draft legislation for the Division 296 tax was introduced to parliament. At the...
4 minute read
Financial planning is innately future-focused. It’s in the name—planning—which means to make...
3 minute read
“Think about the future of the financial services industry… what do you want to see?”
4 minute read
In 2013, the number of family offices in Australia was 800.
4 minute read
In recent years, Brisbane’s growth story has captured the nation’s attention. Since March 2020, the...
3 minute read
The definition of wealth management varies greatly from person to person. Responses span from...
19 minute read
The Federal Treasurer, Dr Jim Chalmers, handed down the 2024–25 Federal Budget at 7:30 pm (AEST) on...
4 minute read
Recent studies indicate that the value of Australian farmland has seen strong growth throughout the...
4 minute read
Back in 2021, the Productivity Commission’s inquiry into philanthropy brought to light the...
2 minute read
Our workplace laws have changed. Some of those changes are now in effect for all businesses...
2 minute read
The Cost of Living Tax Cut Bill 2024 was passed on the 5th of March 2024 to change the individual...
2 minute read
Legislation referred to as ‘Closing the Loopholes (number 2)…’ was passed by Parliament late in...
3 minute read
This International Women’s Day, we’re celebrating the incredible women we work with—their passion,...
4 minute read
Most people are familiar with the gender pay gap, the average difference between remuneration for...
4 minute read
Treasurer Dr Jim Chalmers unveiled the proposed Better Targeted Super Concessions as a new tax on...
1 minute read
It has long been the ATO’s practice to treat a trust’s unpaid present entitlements (“UPE”) to a...
3 minute read
Small businesses with an aggregated turnover of less than $50 million will be able to claim a bonus...
1 minute read
From the 1 July 2023 your wages data collated from your Single Touch Payroll (STP) lodgments will...
3 minute read
Small business with an aggregated turnover of less than $50 million will be entitled to a 20% bonus...
1 minute read
On 2 June 2023, the Fair Work Commission (FWC) handed down its decision in theAnnual Wage Review...
1 minute read
Founded in 1926, Ulton is one of Queensland’s largest business advisory, chartered accounting, and...
26 minute read
The Federal Treasurer, Dr Jim Chalmers, handed down the 2023–24 Federal Budget at 7:30 pm (AEST) on...
3 minute read
Identity theft and related crimes are increasingly common, and it has never been more important for...
Our educational estate planning resource to ensure you're on the right track
When preparing a Will many people mistakenly believe that everything that they own, or have an...
When you come to see us for your first financial planning meeting we will obviously want to know...
The area of the age pension can be difficult to understand and there are very limited ways in which...
Life insurance is also called life cover or death cover. It pays a lump sum to your beneficiaries...
We often have clients asking us, ‘how can we be better financially organised?’ Being financially...
Trauma Insurance can often be forgotten about when looking at personal insurance cover. Its purpose...
Total and Permanent Disability (TPD) Insurance is designed to pay out a lump sum of money in the...
A Binding Death Benefit Nomination so as the name suggests is binding on the trustee. It’s legally...
Wealth Managers are frequently asked, 'How much Super do I need to retire?' and the truth is that...
1 minute read
If you’re named as Executor in a Will, you may first need to apply for Probate.
After a severe medical condition or event, many people are unable to communicate their wishes....
Wills are a really important document. They're going to ensure that the assets that you've built up...
1 minute read
You've decided to put your retirement funds into an SMSF. That's Great! What else do you need to do...
The SIS (Superannuation Industry (Supervision)) Regulations state that 'The trustee of the entity...
There's a lot of hype about superannuation, and rightly so. With around 74% of Australians holding...
One of the most common questions we are asked is, "When can I retire?" Most people will assume that...
Your ability to earn an income is your biggest asset. Which is why income protection insurance is...
Power of Attorney (POA) is a formal document that is a delegation of authority from one person (the...
Ulton Partners, Kylie Wright and Bernard Whebell presented a SMSF Trustee Webinar “SMSF Smart”...
2 minute read
In response to COVID-19 causing a large shift to the number of employees working from home the...
4 minute read
The Queensland Revenue Office released their public ruling on the 22nd of December regarding...
2 minute read
Right on the heels of the recent Guardian court appeal where the commissioner succeeded in applying...
2 minute read
Changes to workplace sexual harassment laws.Prohibition is set to ‘cure the cause not the effect!’
2 minute read
Respect at work – Fair Work Commissioner rejects Stop-Bullying claim. Common sense prevails.
2 minute read
Estate planning is more than just having a Will, it is about protecting your wealth and your...
3 minute read
Often clients take a lot of time and effort to consider what they want to have occur in the event...
4 minute read
When preparing a Will many people mistakenly believe that everything that they own, or have an...
2 minute read
Naturally, people aspire to get the most out of their investments, especially if a great...
3 minute read
Respect at work - unlawful sex discrimination, sexual harassment and victimisation
2 minute read
Legislation* increasing the income limits for the Commonwealth Seniors Health Card (CSHC) has...
20 minute read
The Federal Treasurer, Dr Jim Chalmers, handed down the Labor government's first Federal Budget at...
2 minute read
No leniency for a small business that failed to provide training for its employees
2 minute read
Could you pay your employees with ‘more time’ ?
1 minute read
Since 1926, Ulton has grown to become one of Queensland’s largest and most dynamic business and tax...
2 minute read
Are you experiencing a high level of absenteeism in your business? Employees taking leave due to...
2 minute read
A full FBT exemption for electric vehicles was introduced into parliament on 27 July 2022. This...
2 minute read
With our low unemployment rate and a skills shortage, many businesses across the board are relying...
2 minute read
Why is a written employment agreement/contract necessary for employees covered by a modern award?
2 minute read
The Australian Financial Review has recently published the article 'Do you actually need $1m to...
1 minute read
The super guarantee (SG) rate will increase from 10% to 10.5% which comes into effect from 1 July...
1 minute read
The Fair Work Commission handed down its decision to increase minimum wageseffective 1 July 2022 on...
2 minute read
We’re officially on the last leg of the 2021-2022 financial year. If you want to kick off the new...
3 minute read
The ATO has put its foot down, from 1 July 2022, trust distributions made to companies will no...
3 minute read
If cashflow concerns are keeping you up at night – you’re not alone.
2 minute read
Several key super changes which may impact your ability to contribute to your Super and Self...
4 minute read
With the continuing rise of identity theft and cyber-crime it is more important than ever that your...
2 minute read
When you have a new grandchild, you naturally think about their future. If you want to provide a...
11 minute read
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
2 minute read
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
2 minute read
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
1 minute read
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
2 minute read
There are varied viewpoints generated by this year’s Federal Budget, putting aside the potential...
2 minute read
We have summarised the key points from the 2022-2023 budget regarding the Australian Economy.
4 minute read
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
3 minute read
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
1 minute read
Disaster Assistance Recovery Grants - Business Related Extraordinary Disaster Assistance Recovery...
3 minute read
This question has plagued business for many years. Recent High Court decisions now provide...
6 minute read
The highly anticipated ATO tax ruling on 100A reimbursement agreements was released on the 23rd...
3 minute read
At Ulton, we’re passionate about supporting women in business – no matter how big or small the...
1 minute read
Schedule X – unpaid pandemic leave was provided for in 99 modern Awards in 2020, in response to the...
1 minute read
Employers can no longer make superannuation payments to their default super fund if a new employee...
1 minute read
On the 16th December 2021, the ATO finalised their Practical Compliance Guideline on the allocation...
3 minute read
Selling your business is a decision not to be taken lightly.. You’ve worked hard to create a...
4 minute read
A Director Identification number (Director ID) is a unique identifier that is given to a director...
3 minute read
In the past, CFOs were often viewed as the head ‘bean counters’ in their organisations because they...
3 minute read
Running a business is exciting. You wear so many hats and learn so many skills. And as your...
4 minute read
Mergers and acquisitions (M&A) play a significant role in the business landscape. Many consider M&A...
2 minute read
You’ve set up your Self Managed Superannuation Fund (SMSF), and now you want to make sure that you...
1 minute read
The Australian Securities and Investments Commission (ASIC) published a fact sheet showing the...
3 minute read
Few businesses stay at their start-up size. As they grow and mature, all kinds of changes take...
8 minute read
There is a raft of super changes that have come into effect from 1 July 2021. The start of a new...
4 minute read
Every business starts small. With a strong idea and an ambitious team to execute the vision,...
2 minute read
The long-awaited increase to superannuation guarantee is upon us with no further delays announced...
4 minute read
Recent changes to the Fair Work Act for casual employment and an employer’s obligations. The Fair...
5 minute read
Recently, Ulton Wealth Management Partner Kylie Wright spoke to The Australian Financial Review's...
2 minute read
We have summarised the key points from the 2021-2022 budget regarding the Australian Economy.
14 minute read
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
4 minute read
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
2 minute read
The Federal Government’s 2021 Budget is a complex mixture of economic measures that continues its...
6 minute read
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
3 minute read
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
2 minute read
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
2 minute read
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
5 minute read
Note: Update to the allocation of professional firm profits can be read here. The ATO has released...
1 minute read
On behalf of the Ulton Partners and team, it is with great excitement that we announce we are...
3 minute read
What can I expect from my financial advisor?
2 minute read
The Fair Work Act and other legislation impacting employer / employee relationships can be...
3 minute read
If you’re running yourself ragged to reach your business’ financial goals (and you feel like...
2 minute read
It is only natural that many company leaders reach a point in their tenure where they are ready to...
2 minute read
Most owners of small and medium-sized businesses likely put together a growth plan when they're...
2 minute read
When the economy is going well, companies need to be more aware of whether they are over- or...
2 minute read
Having an experienced, knowledgeable employee leave your company - for any reason - can be an...
3 minute read
Terminating someone's employment is never an easy decision, but there are circumstances in which...
3 minute read
When it comes to business stability, cashflow is king. If you run out of cash, your best-laid plans...
2 minute read
From time to time, even the most successful businesses encounter some bumps in the road. However,...
4 minute read
In the short amount of time that COVID-19 has been part of our lives, it’s reshaped the way we...
5 minute read
Do you want the retirement of your dreams? You need to consider setting a budget. If you’re...
1 minute read
At Ulton, we often see clients who are ageing and beginning to have physical frailty or mental...
5 minute read
Superannuation is essential to our retirement planning, however, it’s not always given the...
3 minute read
There’s something special about the holiday season — a feeling of peace and goodwill that helps put...
1 minute read
Employer Alert — Are you applying the right method when calculating overtime for your casual...
1 minute read
We have received a number of reports of sophisticated email-based scams. The majority of the...
3 minute read
A feature of this Budget is its focus on economic recovery by encouraging Australians to spend...
13 minute read
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
1 minute read
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
2 minute read
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
2 minute read
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
5 minute read
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
5 minute read
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
3 minute read
In addition to the basic actual decline in the turnover test, the ATO has released their...
3 minute read
On 3 September 2020, Parliament decided to extend the JobKeeper Scheme until 28 March 2021, that...
3 minute read
Business owners in Australia have plenty to worry about day in and day out - after all, they are...
2 minute read
Many businesses accept inefficiencies as a fact of life - whether they know about them or not. It...
2 minute read
Could underpayment of wages be ‘stealing’?
2 minute read
The Government has amended the Fair Work Act (FW Act) to assist employers (that meet the...
1 minute read
Good news for employers - common sense prevails The High Court has ruled that the method of...
2 minute read
Owners or executives of small- and medium-sized businesses have a lot on their plate just running...
1 minute read
Ulton is delighted to announce that we have appointed Maree McLean as a Client Manager to our...
2 minute read
If you're running a small or mid-sized business, there's a good chance you're not operating as...
3 minute read
If you are an employer or own a self-managed superannuation fund (SMSF) you may be required to...
2 minute read
The pace of doing business is speeding up, not slowing down. Each year the pressure grows across...
5 minute read
With global restrictions easing, markets correcting and businesses starting to adjust to the...
1 minute read
Use this tool to discover what support is available to you.
11 minute read
JobKeeper Payments Package – Rules Now Registered Commences from fortnight starting 30 March 2020...
1 minute read
How do businesses stay afloat in times of crisis? What business survival strategies can you...
4 minute read
The Fair Work Act (FW Act) was amended just before Easter (9 April 2020) to support the Jobkeeper...
2 minute read
On 8 April 2020, the Fair Work Commission made the decision to insert a new schedule, Schedule X, ...
3 minute read
The National Cabinet Rent Code. Up-to-date as at 8 April 2020. The purpose of the Code of Conduct...
4 minute read
UPDATED THURSDAY, 2 APRIL 2020 On Sunday, 29 March 2020 the Prime Minister’s office made the...
4 minute read
The key business focused support packages available are summarised below, please click on the...
1 minute read
Many Australians are being stood down during this pandemic and will need to apply for Centrelink...
4 minute read
Over the past two weeks the Government has announced two economic stimulus packages to cushion the...
4 minute read
Over the past two weeks the Government has announced two economic stimulus packages to cushion the...
3 minute read
How to stand down your employees when circumstances go beyond your control? The Federal Government...
3 minute read
Coronavirus Business Assistance – Federal and State Government responses – so far….
5 minute read
Updated: Stimulus relief package for individuals and what this could mean for you
4 minute read
Market Update - 17 March 2020
1 minute read
GST component now included in Director’s Penalty Notice regime, from 1 April 2020.
2 minute read
Some of the most effective tax savings are to be found in the Small Business Capital Gains Tax...
1 minute read
In the Media About 900,000 Australians will see an increase to their fortnightly social security...
2 minute read
The ATO released guidance to SMSF Trustees on Investment Strategies on the 19/02/20. The ATO has...
2 minute read
What do employers need to know? Underpayment of wages, headlined ‘Wage Theft’ in the media, is...
2 minute read
As Trustee of a Self-Managed Superannuation Fund you are required to have an independent audit...
5 minute read
Employer Alert How will the changes impact your business? Late last year, the Fair Work Information...
4 minute read
Generally, many business owners expect that the cost of labour will give rise to a tax deduction in...
2 minute read
On 5 December 2019, the Treasury Laws Amendment (Reducing Pressure on Housing Affordability...
2 minute read
A common question among property investors is whether depreciation is worth claiming if it will...
2 minute read
Are you paying your employees too much when it comes to annual leave loading and super...
2 minute read
On 28 June 2019 the Queensland Parliament passed the Revenue and Other Legislation Amendment Bill...
1 minute read
Time to take action if you wish to retain your insurance through your inactive super fund. You may...
8 minute read
The topics covered in this blog are a snapshot of some of the things to consider as we head towards...
2 minute read
Happily the 2019 Federal Budget was a quiet one for superannuation.
1 minute read
While the deficit for this year is expected to be $4.2bn, the Treasurer announced return to surplus...
1 minute read
New Tax Cuts The Government has introduced new immediate tax relief for low-and-middle‑income...
2 minute read
Last year we introduced the budget as a pre-election budget so this year’s we will have to refer to...
3 minute read
SOCIAL SECURITY Energy assistance payment The Government announced a one-off payment of $75 for...
1 minute read
Small and Medium Business Instant Asset Write Off increased to $30k The instant asset write off has...
6 minute read
With the ever increasing globalisation of trade and commerce, the geographic mobility of many...
1 minute read
Employers are now protected from casual employees ‘double-dipping’ under the Fair Work Act...
3 minute read
Are you having a Christmas party? What steps have you put in place to ensure the health and safety...
2 minute read
With a speed not usually seen with tax legislation, the Treasury Laws Amendment (Lower Taxes for...
1 minute read
There is now further relief for primary producers to allow immediate deductions for fodder storage...
1 minute read
Two Bundaberg local students have outshone their peers and secured valuable paid work experience as...
4 minute read
Casual employees may request conversion to permanent employment from 1 October 2018.
4 minute read
The Treasury Laws Amendment (Enterprise Tax Plan Base Rate Entities) Bill 2018 received royal...
3 minute read
Because we transform and improve people’s lives. For most of our clients there’s a clear difference...
2 minute read
The journey to Workplace Health and Safety (WHS) compliance can be overwhelming for many SMEs. It’s...
1 minute read
Take action / Provide Certainty Studies in Behavioural Finance show that only 20% of people are...
1 minute read
We are one month into the new financial year already.As a business owner, you may be taking this...
3 minute read
The Treasury Laws Amendment (2018 Measures No. 1) Bill 2018 was passed on the 29 March 2018. This...
1 minute read
The Palaszczuk Government’s tax on ‘luxury vehicles’ commences 1 July 2018 imposing an extra 2%...
The media is buzzing with news of the Turnbull Government’s personal income tax package for low and...
8 minute read
On 2nd April 2018, significant changes to the Real Estate Award 2010 'Award'took effect.
1 minute read
With the end of the financial year approaching the ATO has released its hit list of what will be...
1 minute read
With the end of the financial year fast approaching, it is time to start thinking about income tax...
2 minute read
You may have noticed significant media coverage recently regarding the Australian Labor Party’s...
3 minute read
A new law removing a Foreign Residents’ access to the Capital Gains Tax (CGT) exemption on the sale...
3 minute read
On February 7, 2018 the government introducedTreasury Laws Amendment (2018Measures No. 1) Bill...
2 minute read
Why does The Office of State Revenue (OSR) Group? When commonly owned or commonly controlled...
2 minute read
Payroll Tax is a state tax collected on wages once the applicable threshold has been met.
1 minute read
Three students from Ulton’s vacation program have secured full-time permanent traineeships...
2 minute read
Bitcoin- the fuss isn’t just about the price!
1 minute read
The most dramatic change to property depreciation legislation in more than 15 years was passed in...
1 minute read
Two students from Bundaberg's Shalom College have outshone their peers and secured valuable paid...
1 minute read
Ulton raised $7150 for the AEIOU Foundation at the firm's12th annual racedayat the Bundaberg...
2 minute read
The Minister for Revenue and Financial Services, the Hon Kelly O’Dwyer MP hasstatedthat the...
1 minute read
On 1 October 2017, Ulton Wealth Management Pty Ltd became a Corporate Authorised Representative of...
Most small businesses can't justify employing a permanent Human Resources Manager. So it's no...
2 minute read
The Fair Work Commission Full Bench has ruled in favour of inserting a ‘casual conversion’ clause...
2 minute read
THE ATO HAS TODAY RELEASED –PCG 2017/13 DIVISION 7A – UNPAID PRESENT ENTITLEMENTS (UPE) UNDER...
2 minute read
From 1 July 2015 theTreasury Laws Amendment (2017 Enterprise Incentives No. 1) Bill 2017which...
1 minute read
From 1 July 2017 even more purchasers of real property in Australia will need to be aware to the...
8 minute read
At National Press Club of Australia on 5 July 2017 the Commissioner of Taxation, Chris Jordan...
1 minute read
As of 1 July2017,the ATO will be attempting to apply commercial pressure on taxpayers who have...
2 minute read
A Deceased’s Legal Personal Representative and Tax Liabilities up to the Date of Death (PCG 2017/D2)
On 5 July, the ATO issued a Draft Practical Compliance Guideline - PCG 2017/D2 - with the intent of...
1 minute read
When we think of rental properties most of us think of passive investments. However, are you really...
3 minute read
Are you aware that all assets held within Self Managed Superannuation Funds (SMSFs) need to be...
2 minute read
Small businesses are frequently employing casuals to meet fluctuating workloads. It makes sense....
3 minute read
Business income and expenses Subject to cash flow requirements, consider deferring income until...
1 minute read
There are many reasons for going into business but fundamentally it is to make profit. It may seem...
8 minute read
On 9 May the Federal Government handed down the 2017 Budget. The scale of the announcements for...
2 minute read
For many SMEs, managing their workforce is often trial and error. Mistakes are made – some costly -...
2 minute read
The 2017 Federal Budget will be announced in a few weeks and Professor Robert (Bob) Deutsch, the...
1 minute read
Ride sharing disruptor Uber has lost its fight against the Australian Taxation Office in the...
3 minute read
Over the past six months there have been huge changes to superannuation law as a result of...
3 minute read
If you can free up an hour a day, you’ll create a month a year for yourself. If you’re a business...
3 minute read
The corporate tax rate for a small business has been decreased from 30% to 28.5% for the 2015-2016...
1 minute read
Ulton are pleased to advise our clients that we have partnered with Class Super ("Class”) for the...
1 minute read
The new financial year will see a new obligation to be levied on the sellers and purchasers of...
1 minute read
The new financial year will see a new obligation to be levied on the sellers and purchasers of...
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