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In life, there are some absolute truths that resonate no matter who or where you are—universal...
This article was originally written by Kylie Wright for Queensland Country Life and published on 20...
In 2022, Harvard Business Review author Christie Hunter Arscott ran a study on the dynamics of...
As we approach International Women’s Day 2025, the theme "March Forward" serves as a powerful...
The long-awaited decision of Commissioner of Taxation v Bendel [2025] FCAFC 15was handed down last...
In life, change is the constant. Our personal circumstances change, unexpected surprises crop up...
As of January 1, 2025, new laws have come into effect to criminalise wage theft. These laws aim to...
Australia’s population is ageing, with the number of people aged 85 and over projected to triple in...
As financial advisors, we spend years working closely with clients to help them build a portfolio...
Farmers will be significantly and disproportionately affected if the Division 296 passes in its...
In the next 10-20 years, it’s estimated that more than $3 trillion will be transferred as part of...
In Australia, we’re fortunate to enjoy one of the longest life expectancies in the world. While...
The Commissioner of Taxation has released a Gazette notice advising the Australian Taxation Office...
I recently had a wonderful two weeks of annual leave, completely unplugged from modern society (no...
The Australian Taxation Office (ATO) released Draft Practical Compliance Guideline PCG 2024/D2 on...
In February 2023, draft legislation for the Division 296 tax was introduced to parliament. At the...
Financial planning is innately future-focused. It’s in the name—planning—which means to make...
“Think about the future of the financial services industry… what do you want to see?”
In 2013, the number of family offices in Australia was 800.
In recent years, Brisbane’s growth story has captured the nation’s attention. Since March 2020, the...
The definition of wealth management varies greatly from person to person. Responses span from...
The Federal Treasurer, Dr Jim Chalmers, handed down the 2024–25 Federal Budget at 7:30 pm (AEST) on...
Recent studies indicate that the value of Australian farmland has seen strong growth throughout the...
Back in 2021, the Productivity Commission’s inquiry into philanthropy brought to light the...
Our workplace laws have changed. Some of those changes are now in effect for all businesses...
The Cost of Living Tax Cut Bill 2024 was passed on the 5th of March 2024 to change the individual...
Legislation referred to as ‘Closing the Loopholes (number 2)…’ was passed by Parliament late in...
This International Women’s Day, we’re celebrating the incredible women we work with—their passion,...
Most people are familiar with the gender pay gap, the average difference between remuneration for...
Treasurer Dr Jim Chalmers unveiled the proposed Better Targeted Super Concessions as a new tax on...
It has long been the ATO’s practice to treat a trust’s unpaid present entitlements (“UPE”) to a...
Small businesses with an aggregated turnover of less than $50 million will be able to claim a bonus...
From the 1 July 2023 your wages data collated from your Single Touch Payroll (STP) lodgments will...
Small business with an aggregated turnover of less than $50 million will be entitled to a 20% bonus...
On 2 June 2023, the Fair Work Commission (FWC) handed down its decision in theAnnual Wage Review...
Founded in 1926, Ulton is one of Queensland’s largest business advisory, chartered accounting, and...
The Federal Treasurer, Dr Jim Chalmers, handed down the 2023–24 Federal Budget at 7:30 pm (AEST) on...
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...
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...
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”...
In response to COVID-19 causing a large shift to the number of employees working from home the...
The Queensland Revenue Office released their public ruling on the 22nd of December regarding...
Right on the heels of the recent Guardian court appeal where the commissioner succeeded in applying...
Changes to workplace sexual harassment laws.Prohibition is set to ‘cure the cause not the effect!’
Respect at work – Fair Work Commissioner rejects Stop-Bullying claim. Common sense prevails.
Estate planning is more than just having a Will, it is about protecting your wealth and your...
Often clients take a lot of time and effort to consider what they want to have occur in the event...
When preparing a Will many people mistakenly believe that everything that they own, or have an...
Naturally, people aspire to get the most out of their investments, especially if a great...
Respect at work - unlawful sex discrimination, sexual harassment and victimisation
Legislation* increasing the income limits for the Commonwealth Seniors Health Card (CSHC) has...
The Federal Treasurer, Dr Jim Chalmers, handed down the Labor government's first Federal Budget at...
No leniency for a small business that failed to provide training for its employees
Could you pay your employees with ‘more time’ ?
Since 1926, Ulton has grown to become one of Queensland’s largest and most dynamic business and tax...
Are you experiencing a high level of absenteeism in your business? Employees taking leave due to...
A full FBT exemption for electric vehicles was introduced into parliament on 27 July 2022. This...
With our low unemployment rate and a skills shortage, many businesses across the board are relying...
Why is a written employment agreement/contract necessary for employees covered by a modern award?
The Australian Financial Review has recently published the article 'Do you actually need $1m to...
The super guarantee (SG) rate will increase from 10% to 10.5% which comes into effect from 1 July...
The Fair Work Commission handed down its decision to increase minimum wageseffective 1 July 2022 on...
We’re officially on the last leg of the 2021-2022 financial year. If you want to kick off the new...
The ATO has put its foot down, from 1 July 2022, trust distributions made to companies will no...
If cashflow concerns are keeping you up at night – you’re not alone.
Several key super changes which may impact your ability to contribute to your Super and Self...
With the continuing rise of identity theft and cyber-crime it is more important than ever that your...
When you have a new grandchild, you naturally think about their future. If you want to provide a...
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
There are varied viewpoints generated by this year’s Federal Budget, putting aside the potential...
We have summarised the key points from the 2022-2023 budget regarding the Australian Economy.
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
We have summarised the key points from the 2022-2023 budget, that we believe will have the most...
Disaster Assistance Recovery Grants - Business Related Extraordinary Disaster Assistance Recovery...
This question has plagued business for many years. Recent High Court decisions now provide...
The highly anticipated ATO tax ruling on 100A reimbursement agreements was released on the 23rd...
At Ulton, we’re passionate about supporting women in business – no matter how big or small the...
Schedule X – unpaid pandemic leave was provided for in 99 modern Awards in 2020, in response to the...
Employers can no longer make superannuation payments to their default super fund if a new employee...
On the 16th December 2021, the ATO finalised their Practical Compliance Guideline on the allocation...
Selling your business is a decision not to be taken lightly.. You’ve worked hard to create a...
A Director Identification number (Director ID) is a unique identifier that is given to a director...
In the past, CFOs were often viewed as the head ‘bean counters’ in their organisations because they...
Running a business is exciting. You wear so many hats and learn so many skills. And as your...
Mergers and acquisitions (M&A) play a significant role in the business landscape. Many consider M&A...
You’ve set up your Self Managed Superannuation Fund (SMSF), and now you want to make sure that you...
The Australian Securities and Investments Commission (ASIC) published a fact sheet showing the...
Few businesses stay at their start-up size. As they grow and mature, all kinds of changes take...
There is a raft of super changes that have come into effect from 1 July 2021. The start of a new...
Every business starts small. With a strong idea and an ambitious team to execute the vision,...
The long-awaited increase to superannuation guarantee is upon us with no further delays announced...
Recent changes to the Fair Work Act for casual employment and an employer’s obligations. The Fair...
Recently, Ulton Wealth Management Partner Kylie Wright spoke to The Australian Financial Review's...
We have summarised the key points from the 2021-2022 budget regarding the Australian Economy.
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
The Federal Government’s 2021 Budget is a complex mixture of economic measures that continues its...
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
We have summarised the key points from the 2021-2022 budget, that we believe will have the most...
Note: Update to the allocation of professional firm profits can be read here. The ATO has released...
On behalf of the Ulton Partners and team, it is with great excitement that we announce we are...
What can I expect from my financial advisor?
The Fair Work Act and other legislation impacting employer / employee relationships can be...
If you’re running yourself ragged to reach your business’ financial goals (and you feel like...
It is only natural that many company leaders reach a point in their tenure where they are ready to...
Most owners of small and medium-sized businesses likely put together a growth plan when they're...
When the economy is going well, companies need to be more aware of whether they are over- or...
Having an experienced, knowledgeable employee leave your company - for any reason - can be an...
Terminating someone's employment is never an easy decision, but there are circumstances in which...
When it comes to business stability, cashflow is king. If you run out of cash, your best-laid plans...
From time to time, even the most successful businesses encounter some bumps in the road. However,...
In the short amount of time that COVID-19 has been part of our lives, it’s reshaped the way we...
Do you want the retirement of your dreams? You need to consider setting a budget. If you’re...
At Ulton, we often see clients who are ageing and beginning to have physical frailty or mental...
Superannuation is essential to our retirement planning, however, it’s not always given the...
There’s something special about the holiday season — a feeling of peace and goodwill that helps put...
Employer Alert — Are you applying the right method when calculating overtime for your casual...
We have received a number of reports of sophisticated email-based scams. The majority of the...
A feature of this Budget is its focus on economic recovery by encouraging Australians to spend...
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
We have summarised the key points from the 2020-2021 budget, that we believe will have the most...
In addition to the basic actual decline in the turnover test, the ATO has released their...
On 3 September 2020, Parliament decided to extend the JobKeeper Scheme until 28 March 2021, that...
Business owners in Australia have plenty to worry about day in and day out - after all, they are...
Many businesses accept inefficiencies as a fact of life - whether they know about them or not. It...
Could underpayment of wages be ‘stealing’?
The Government has amended the Fair Work Act (FW Act) to assist employers (that meet the...
Good news for employers - common sense prevails The High Court has ruled that the method of...
Owners or executives of small- and medium-sized businesses have a lot on their plate just running...
If you're running a small or mid-sized business, there's a good chance you're not operating as...
If you are an employer or own a self-managed superannuation fund (SMSF) you may be required to...
The pace of doing business is speeding up, not slowing down. Each year the pressure grows across...
With global restrictions easing, markets correcting and businesses starting to adjust to the...
Use this tool to discover what support is available to you.
JobKeeper Payments Package – Rules Now Registered Commences from fortnight starting 30 March 2020...
How do businesses stay afloat in times of crisis? What business survival strategies can you...
The Fair Work Act (FW Act) was amended just before Easter (9 April 2020) to support the Jobkeeper...
On 8 April 2020, the Fair Work Commission made the decision to insert a new schedule, Schedule X, ...
The National Cabinet Rent Code. Up-to-date as at 8 April 2020. The purpose of the Code of Conduct...
UPDATED THURSDAY, 2 APRIL 2020 On Sunday, 29 March 2020 the Prime Minister’s office made the...
The key business focused support packages available are summarised below, please click on the...
Many Australians are being stood down during this pandemic and will need to apply for Centrelink...
Over the past two weeks the Government has announced two economic stimulus packages to cushion the...
Over the past two weeks the Government has announced two economic stimulus packages to cushion the...
How to stand down your employees when circumstances go beyond your control? The Federal Government...
Coronavirus Business Assistance – Federal and State Government responses – so far….
Updated: Stimulus relief package for individuals and what this could mean for you
Market Update - 17 March 2020
GST component now included in Director’s Penalty Notice regime, from 1 April 2020.
Some of the most effective tax savings are to be found in the Small Business Capital Gains Tax...
In the Media About 900,000 Australians will see an increase to their fortnightly social security...
The ATO released guidance to SMSF Trustees on Investment Strategies on the 19/02/20. The ATO has...
What do employers need to know? Underpayment of wages, headlined ‘Wage Theft’ in the media, is...
As Trustee of a Self-Managed Superannuation Fund you are required to have an independent audit...
Employer Alert How will the changes impact your business? Late last year, the Fair Work Information...
Generally, many business owners expect that the cost of labour will give rise to a tax deduction in...
On 5 December 2019, the Treasury Laws Amendment (Reducing Pressure on Housing Affordability...
A common question among property investors is whether depreciation is worth claiming if it will...
Are you paying your employees too much when it comes to annual leave loading and super...
On 28 June 2019 the Queensland Parliament passed the Revenue and Other Legislation Amendment Bill...
Time to take action if you wish to retain your insurance through your inactive super fund. You may...
The topics covered in this blog are a snapshot of some of the things to consider as we head towards...
Happily the 2019 Federal Budget was a quiet one for superannuation.
While the deficit for this year is expected to be $4.2bn, the Treasurer announced return to surplus...
New Tax Cuts The Government has introduced new immediate tax relief for low-and-middle‑income...
Last year we introduced the budget as a pre-election budget so this year’s we will have to refer to...
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