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Ulton Helping businesses and individuals thrive through Business Advisory, Accounting, Wealth Management, Audit, External CFO and Corporate Compliance services.
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Founded in 1926, Ulton has grown to become one of Queensland’s largest and most dynamic business advisory, tax advisory, audit, forensic accounting, and wealth management firms. We exist to help our clients achieve what matters to them – in life and business. We invest our energy in understanding who our clients are and what they want from the future. Then, we use expertise and understanding to deliver exceptional solutions. At Ulton, our culture is underpinned by our shared vision of building a community of success. Every day, we work to bring this vision to life through continual education, development, and drawing on our collective skills to create successful outcomes for all. With offices in Brisbane, Bundaberg, Fraser Coast and Gladstone, we’re proud to enrich lives and businesses across Queensland.

Using Xero and Stripe to take payments? Changes to Stripe surcharge fees took effect from 1 October. If you haven't revi...
16/10/2026

Using Xero and Stripe to take payments?

Changes to Stripe surcharge fees took effect from 1 October. If you haven't reviewed the change or you're unsure how it affects your business, now is a good time to check.

Speak with your Ulton adviser if you need help understanding what the changes mean for you.

🎉 Congratulations to Jayde Smith on her promotion to Client Services Assistant and Receptionist!Since joining our Fraser...
15/10/2026

🎉 Congratulations to Jayde Smith on her promotion to Client Services Assistant and Receptionist!

Since joining our Fraser Coast team in March 2026 as a Receptionist, Jayde has quickly become a valued part of Ulton. In a short space of time, she has built strong connections across the business through her positive attitude, willingness to help and genuine care for clients and colleagues.

Jayde is someone who is always ready to step up and get involved. Whether she’s welcoming clients, supporting the team behind the scenes or taking on her new Client Services Assistant responsibilities, she brings energy, reliability and a genuine willingness to help.

Jayde, thank you for the positivity and initiative you bring to Ulton each day. We’re proud to see you take this next step and excited to see where your journey takes you.

🎉 Congratulations to Faith Harwood on her new role as Payroll and Accounts Officer!Since joining Ulton in July 2025 as a...
14/10/2026

🎉 Congratulations to Faith Harwood on her new role as Payroll and Accounts Officer!

Since joining Ulton in July 2025 as a Support Assistant, Faith has embraced every opportunity to learn and grow within our Finance team. In just over a year, she has progressed from Support Assistant to Accounts Officer, and now to Accounts and Payroll Officer.

Faith has quickly become someone her colleagues can rely on, with her attention to detail, positive attitude and willingness to lend a hand making a real difference to the wider team. She has continued to build her skills, take on new responsibilities and approach each new challenge with care and enthusiasm.

What makes this milestone particularly special is seeing just how much Faith has grown in a relatively short time. Her progression is a great reflection of the opportunities that come with being willing to learn, take on new challenges and make the most of them.

Faith, thank you for everything you bring to Ulton each day. We’re excited to see where your journey takes you next.

A tax deduction can be helpful. But it shouldn't be the reason you buy something your business doesn't need.The $20,000 ...
14/10/2026

A tax deduction can be helpful. But it shouldn't be the reason you buy something your business doesn't need.

The $20,000 instant asset write-off can provide a valuable tax and cash flow benefit for eligible small businesses. But before making a purchase, it's worth considering:

• Does the asset genuinely support the business?
• Is there enough taxable income to benefit from the deduction?
• How much of the asset will actually be used for business?
• Would claiming the immediate deduction make sense for your broader tax position?

The write-off is an opportunity, not an instruction to spend.

Our latest article explains what the permanent $20,000 instant asset write-off means for small businesses and what to consider before using it.

Read more: https://ap1.hubs.ly/H01p1xH0

You can know exactly how you want to pass your business on and still find that your current structure makes it difficult...
13/10/2026

You can know exactly how you want to pass your business on and still find that your current structure makes it difficult to put that plan into practice.

In her latest article, Ulton Business Services Partner Natalie Macdonald explores how a business structure can become a barrier to succession, particularly when different family members have different interests in different parts of the business.

It’s a useful reminder that succession planning and business structure shouldn't be considered separately.

Read Natalie’s article: https://ap1.hubs.ly/H01p3360

🎉 Congratulations to Renee Cullen on her promotion to Quality Assurance Officer & Client Services Assistant!Since joinin...
11/10/2026

🎉 Congratulations to Renee Cullen on her promotion to Quality Assurance Officer & Client Services Assistant!

Since joining Ulton in 2019 as a Client Services Assistant in our Fraser Coast office, Renee has become someone our team can always count on. Known for her reliability, supportive nature and willingness to step in wherever needed, she has built strong relationships across the firm and become a trusted source of knowledge for the broader CSA team.

Renee generously shares her experience, supports the development of others and brings a calm, positive approach to her work. As she takes on new opportunities in Quality Assurance, she’ll continue to play an important role in supporting our people and the quality of service we provide to our clients.

Renee, thank you for everything you do and for the positive influence you have on our team each day. We’re excited to see you continue to grow in your new role and look forward to what’s ahead.

Did you know the $20,000 instant asset write-off limit applies per asset, rather than being a $20,000 limit on everythin...
09/10/2026

Did you know the $20,000 instant asset write-off limit applies per asset, rather than being a $20,000 limit on everything your business buys?

For example, an eligible small business could purchase:
• $8,600 of new signage
• $9,700 industrial car hoist
• $1,800 office computer

Each asset is below the $20,000 threshold, so they could potentially qualify for an immediate deduction, subject to the usual eligibility requirements.

It's a useful distinction to understand if you're planning equipment, technology or other business purchases.

We've used a simple example in our latest article to explain how it works.

Read more: https://ap1.hubs.ly/H01pPz_0

Today, we're celebrating an incredible milestone for Tamara Raines, who marks 20 years with Ulton.Tamara's journey at Ul...
08/10/2026

Today, we're celebrating an incredible milestone for Tamara Raines, who marks 20 years with Ulton.

Tamara's journey at Ulton hasn't followed a straight line. Over the years, she's worked across administration, payroll, bookkeeping and even QA, building knowledge and experience across different parts of the business along the way. Since 2023, she's brought that experience to her role as Finance Manager.

Along the way, she's built lasting relationships and become someone people know they can rely on. Tamara brings a calm, reliable presence to those around her and is always willing to lend a hand, share her knowledge and support her colleagues.

Twenty years is a remarkable achievement, and Tamara's story is a great reflection of how a career can grow and evolve over time.

Tamara, thank you for everything you've contributed to Ulton and to the people you've worked alongside over the past 20 years. Congratulations on this significant milestone.

When was the last time your business structure was reviewed?Ulton Business Services Partner Natalie Macdonald suggests t...
07/10/2026

When was the last time your business structure was reviewed?

Ulton Business Services Partner Natalie Macdonald suggests that it doesn't necessarily need to be a particular date on the calendar. A change in your circumstances can be the more useful trigger.

That might be:
• an acquisition or significant growth in turnover
• expanding into a new location
• a change in ownership
• a change in your family or succession plans
• new industry regulation or tax legislation

When something significant changes, it's worth stepping back and looking at the bigger picture.

Read Natalie’s article for more: https://ap1.hubs.ly/H01p29Y0

06/10/2026

This World Financial Planning Day, we're celebrating the people behind the profession.

Because financial planning is about more than investments, numbers and spreadsheets. It's about understanding what matters to our clients, the goals they're working towards and the choices they want to make along the way.

It's about being there for the big moments, the small moments and all the moments that matter in between.

We asked our Ulton Wealth Management team what drew them to financial planning, what they enjoy about working with clients and what they think makes the profession so meaningful.

Their answers offer a little glimpse into the people behind the advice, and the relationships that make this work so rewarding.

A shoutout to the team at Morgans Financial Limited Bundaberg too, as we celebrate World Financial Planning Day together.

Address

62 Woondooma Street
Bundaberg, QLD
4670

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+61741540400

Website

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