Ulton Wealth

“Greater control” is one of the most cited reasons for setting up an SMSF. Ironically, it’s often the first thing to fall by the wayside once the fund is up and running.

In her latest article, Jes Wilkinson explores why this happens and the warning signs that your SMSF is drifting into autopilot.

If you have an SMSF, this is one you really shouldn’t miss → https://hubs.ly/Q04gJmDS0

The wait is over... Game 1 is here.
Proudly Queensland. Proudly backing the Maroons.

There are many things in life that, once put in place, will tick along indefinitely. But your SMSF isn’t one of them. Taking a set-and-forget approach to your SMSF is a sure way to get it working against you. Read our latest article for the early indicators that your fund has drifted into autopilot (and what to do about it) →

Is your SMSF working as hard as you do? Ensure your SMSF is actively managed to maximise its potential. Learn key strategies to keep your fund aligned with your financial goals.

A lot of the conversation around Division 296 starts in the wrong place.

Rather than fixating on a single number or getting hung up on headline figures, Jes Wilkinson insists there’s far more productive places to start. Namely, asking yourself:
- Firstly, will you actually be affected?
- Secondly, what does a sensible response look like in the context of your financial life

Read her full perspective here: https://hubs.ly/Q04dWVjf0

ANZAC Day is a time for reflection, and for remembering stories that deserve to be told.

As Australia commemorates the 111th ANZAC Day, this year has also been one of reflection for us at Ulton Wealth, as part of Ulton's centenary year.

Partner Kylie Wright shares her personal reflection on Warrant Officer Leonard “Len” Waters, Australia’s first Aboriginal fighter pilot, whose courage and service during World War II left a lasting legacy.

In a year shaped by looking back, honouring stories like Len’s feels particularly meaningful.

Lest we forget.

https://hubs.ly/Q04dhNfZ0

Remembering Warrant Officer Leonard Waters Reflect on the remarkable story of Warrant Officer Leonard Waters, Australia's first Aboriginal fighter pilot, and his enduring legacy of service and sacrifice.

Despite the noise, Division 296 won’t affect everyone. And for many high net worth individuals, it may never come into play at all.

Wealth Manager Jes Wilkinson explains how balance growth, contribution limits, and indexation all matter when you’re assessing whether you’ll be one of the “impacted few”.

Read the full breakdown: https://hubs.ly/Q04bkvQK0

A lot of people are circling the same question about Division 296.

Wealth Manager Jes Wilkinson unpacks the assumptions behind that question, and why they’re worth challenging.

Read her full exposé: https://hubs.ly/Q04bk1sw0

The draft Div 296 has a lot of high income earners feeling a little hot under the collar. They’re asking themselves many questions, including this one: How can I do the impossible—maximise my super without breaching the $3 million threshold?

In her latest article, Wealth Manager Jes Wilkinson unpacks this question.

A must-read for anyone worried about what the Div 296 will mean for them in the future. Read it here: https://hubs.ly/Q04b5YLB0