Business Services

Ulton’s expert Business Services team can help if you:
  • Spend so much time working in your business that you have no time to work on it.
  • Want to protect your business and lifestyle assets.
  • Require additional financial management support to take your business further.
  • Would like more understanding of your overall net wealth position.
  • Have passion and desire to succeed but find yourself facing too many challenges.
  • Want to feel organised with your finances.
  • Need peace of mind, knowing an experienced advisor is managing your complex tax matters.

We’ve helped our clients reach their goals for over 90 years

Many business owners are heavily involved in their day-to-day operations, getting bogged down working in their business instead of on it. Ulton’s Business Services division can provide the expert advice needed to make sure your business runs in the best way possible.


How We Can Help


Accounting advisory

You’re passionate about your business, but not all owners have a background in financial management. The Business Services team will provide accounting services and advice, including preparation of budgets, cashflow and financial statements. We’ll also offer advice on relevant accounting resources and software.   


Tax advice

We provide extensive advice regarding tax planning to help you minimise the tax you pay and create as much wealth as possible. The team can also help you with income tax refunds such as BAS and FBT, and generally give you a better picture of your annual tax obligations.

Net wealth review

Net wealth review

With so many different ventures, it can be hard to understand your overall financial position. We’ll review your net wealth and provide you with a snapshot of your current financial status.


Risk management and protection of wealth

Your business is your livelihood, so you need to understand exactly what risks you face in order to protect your assets and income. We can help you identify and manage these risks to ensure you achieve financial success.


Reporting and performance analysis

You can’t improve without understanding where your business’ strengths and weaknesses lie. Our team will analyse your performance results and apply strategies for improvement.


Tax and business structure support services

Structuring a business can be extremely complex - we’ll help you plan your operations and investments to ensure you’re operating under the most effective business structure possible.

Want To Learn More?

Reach out to Ulton’s expert Business Services team today!

Jamie Rach

Business Services Partner

Phone Icon(07) 4154 0442

Trish Ilicic

Business Services Partner

Phone Icon(07) 4970 6211

Natalie Macdonald

Business Services Partner

Phone Icon+61 4197 6314

Janelle Shaw


Phone Icon(07) 4197 6308


“Jamie Rach of Ulton was engaged by Prime Rentals approximately 8 years ago on the back of company expansion and increased business needs. Ulton offered a combination of personal and professional representation to meet our requirements. They have always shown a high level of knowledge in areas of Taxation, Auditing, Self-managed super funds, Financial planning, as well as preparing for the sale of our primary company.”

Dan Madden, Director, Prime Rentals

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