Ulton Bundaberg – Business Advisors, Accountants & Wealth Specialists

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Supporting Bundaberg businesses and individuals with trusted accounting, advisory, and wealth management services.
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Who is Ulton?

In 1926, Bill Schoch founded what would become one of Queensland's most respected accounting and advisory firms right here in Bundaberg. Starting with selling and servicing adding machines before becoming the local bookkeeper, Bill laid the foundation for nearly a century of trusted service to the Bundaberg business community.

Our office is home to specialist teams across Business Services, Bookkeeping, Superannuation, Audit, Wealth Management, and Business Insights. With five partners based in Bundaberg, you gain access to an exceptional depth of expertise across all service areas (from strategic business advice and complex tax planning to wealth management and external CFO services).

Learn more about Ulton

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What We Do

Ulton's largest service hub (and our head office), is located in Bundaberg and offers a full suite of accounting, advisory, and wealth management services to meet the needs of local individuals, families, and businesses.

Explore our service areas below:

  • Business Advisory
  • Business Services
  • Private Wealth
  • Audit and Forensics
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Business Advisory

Our business advisory team in Bundaberg provides strategic financial leadership for organisations seeking high-level guidance without a full-time executive. We deliver reporting and insights, tax advisory, and strategic planning to help you make informed decisions and drive sustainable growth.

Our business advisory services include:

  • Financial reporting and insights
  • External CFO services
  • Strategic tax advisory and planning
  • Business performance analysis and forecasting
  • Strategic business planning and execution
  • Risk management and governance
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Audit and Forensics

When you need reliable financial reporting and independent verification, Ulton's audit team in Bundaberg delivers the expertise you can trust. We provide comprehensive audit services for businesses, not-for-profits, and SMSFs, ensuring compliance and providing valuable insights to strengthen your financial position. We also offer forensic accounting support when disputes or irregularities arise, including litigation support and independent valuations.

Our audit services include:

  • Statutory financial audits
  • SMSF audits
  • Internal audit and control reviews
  • Compliance and regulatory audits
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Business Services

At Ulton, our business accountants in Bundaberg support you with accurate, proactive financial management so you can focus on growth. From small-to-medium-sized (SME's) businesses to large enterprises, our scalable services ensure compliance, clarity, and confidence.

Our business accounting services include:

  • Tax compliance and planning
  • Bookkeeping and payroll
  • BAS, GST, and business reporting
  • Business structuring
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Private Wealth

Our wealth management team in Bundaberg helps individuals and families make smarter financial decisions so they can protect, grow, and transition their wealth with care and strategy.

Whether you’re building your portfolio, managing a self-managed super fund (SMSF), or planning for retirement, we provide tailored, long-term guidance.

Our private wealth services include:

  • Wealth creation and investment strategies

  • Self-managed super fund (SMSF) administration

  • Estate and succession planning

  • Retirement planning

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Why Choose Ulton Bundaberg

  • Our head office advantage – Bundaberg is Ulton’s central hub, housing our largest and most experienced teams.
  • Deep expertise – From business accounting to wealth management, we deliver specialist support under one roof.
  • Local focus, national reach – Trusted by Queenslanders for over 100 years.
  • Personalised service – We take the time to understand your goals and tailor strategies that deliver measurable outcomes.

Meet our Bundaberg Partners

Our Bundaberg office is home to Ulton’s leadership team — specialists in business advisory, tax, wealth, and financial insights.

Contact Our Bundaberg Office

Phone: (07) 4154 0400

Address: 62 Woondooma Street, Bundaberg, QLD 4670 

Book Your Consultation

Frequently Asked Questions

What accounting services does Ulton offer in Bundaberg?

Our Bundaberg office provides a full suite of financial and business services. These include business accounting, bookkeeping, and tax planning and compliance. The team also offers business advisory, strategic planning, external CFO services, and business insights and reporting. Additional specialties include audit and assurance, forensic accounting, business valuations, litigation support, and wealth management. We also assist with financial planning, SMSF administration, estate planning, and corporate compliance.

With five partners and specialist teams based here, we have exceptional depth across all service areas.

Does Ulton offer services for both businesses and individuals?
Yes. We support both business clients and private wealth clients with integrated financial and advisory solutions.
Can Ulton help manage my SMSF?
Absolutely. Our superannuation experts in Bundaberg provide setup, compliance, and management support for self-managed super funds.
How do I book a consultation with Ulton Bundaberg?
Simply complete our online contact form or call the Bundaberg office on (07) 4154 0400.

Partner with Ulton Bundaberg Today

For 100 years, Ulton has been helping Queenslanders achieve financial confidence through expert advice, forward-thinking strategies, and genuine care.

Partner with Ulton Bundaberg - your trusted local accountants and advisors.

Book a Consultation