Ulton Wealth

31/08/2026

A single investment can feel like a strong opportunity, but too much reliance on one asset can leave an SMSF vulnerable.

We often see SMSFs where one property or one major shareholding represents a significant portion of the fund.

While every fund is different, diversification remains an important consideration when building a strategy designed to support retirement.

The question isn’t only “What can my SMSF invest in?” It’s also: “How does this investment fit with everything else?”

Read Jes Wilkinson’s latest insight: https://hubs.ly/Q04tPqP-0

27/08/2026

An investment inside your SMSF should do more than simply exist.

Every asset should have a purpose, whether that’s supporting diversification, generating income, managing risk, or contributing towards your retirement goals.
Before adding a new investment, ask: Why does it belong in the fund?

Because having access to an investment doesn’t automatically make it the right choice.

Read Jes Wilkinson’s latest insight: https://hubs.ly/Q04tKs2j0

26/08/2026

🚨 Scam Alert: Fake ASIC renewal notices are on the rise

We're seeing an increase in scam emails and letters that look like genuine ASIC renewal notices for companies and business names.

These notices are designed to look official, but they can result in unnecessary costs and even changes to your ASIC records if you're caught out.

Here's what to watch for:
- Scam notices often arrive before the genuine ASIC renewal notice.
- They may charge more than ASIC's standard fees and offer fake "early payment" discounts.
- Paying these notices could result in changes to your ASIC details, including your Registered Agent or contact address, without you realising.

How to protect your business:
- Know when your renewals are due.
- Business name renewals are sent by email only, approximately one month before renewal. ASIC does not issue paper renewal notices for business names.
- Annual Company Review documents are sent to your Registered Agent or, if you don't have one, to your Registered Office address—not your business address.
- ASIC never offers discounts for paying early.
- Keep your ASIC Key or Corporate Key secure at all times.

If you're unsure whether a renewal notice is genuine, don't take the risk. Contact your dedicated Ulton Advisor before making a payment.

A quick check today could save your business unnecessary expense and administrative headaches tomorrow.

25/08/2026

Your SMSF may have more options on the table, but that doesn’t mean every option belongs on your plate.

One of the attractions of an SMSF is the flexibility it can provide. But the right investment isn’t simply the one you can access — it’s the one that supports your fund’s strategy and retirement goals.

Before making an investment decision, trustees should consider:
✔ Does this investment support my retirement objectives?
✔ Does it improve diversification?
✔ Does it provide the right balance of growth, income and liquidity?

A well-managed SMSF isn’t about having the most options. It’s about making purposeful choices.

Read Jes Wilkinson’s latest insight: https://hubs.ly/Q04tPszY0

22/08/2026

Just because your SMSF can invest in something, should it?

An SMSF can open the door to a wider range of investment opportunities — but greater choice doesn’t automatically mean better outcomes.

In Jes Wilkinson’s latest insight, he explores why every SMSF investment needs to serve a clear purpose and support your broader retirement strategy.

From diversification and liquidity to the importance of the sole purpose test, Jes shares the key questions trustees should consider before adding an investment to their fund.

Read the full insight: https://hubs.ly/Q04tGfLl0

Discover the essential considerations for SMSF investments and ensure your strategy aligns with retirement goals while managing risks and costs effectively.

20/08/2026

Three generations. One profession. A wonderful career milestone.

I am delighted to share that my colleague, Jes Wilkinson, was admitted as an Ulton Partner on Friday evening at our Annual Dinner.

Jes has been part of the Ulton team for almost 19 years. During that time, I have had the privilege of watching her grow from a paraplanner into a highly respected and exceptionally capable Financial Adviser.

Jes combines deep technical expertise with genuine care for her clients. She is admired by her colleagues, trusted by her clients and consistently demonstrates the professionalism, integrity and commitment that we value at Ulton.

Her appointment as a Partner is recognition of the significant contribution she has made to our clients, our people and our business over many years.

For me, there is also something particularly special about this milestone.

Early in my career, I was fortunate to be mentored by Ulton Partners Peter Sawyer, Daryl Corpe and Mark McLean. Their guidance shaped my professional development and my belief in creating opportunities for the next generation of leaders.

Peter, in particular, had a profound influence on my career. He hired me in 1999, championed Financial Planning at Ulton and was a strong advocate for creating opportunities for women to become leaders within the firm.

When I hired Jes in 2007, I hoped I could provide her with the same support and encouragement that had been provided to me.

Seeing Jes become a Partner is therefore particularly rewarding. It represents not only her own talent, hard work and dedication, but the continuation of a culture of mentoring, development and creating opportunities for the next generation.

I could not be happier for Jes and am very proud to welcome her to the Partner group.

Congratulations, Jes. I look forward to working alongside you as a fellow Partner for many years to come.

Kylie Wright
Partner | Ulton Wealth

20/08/2026

Congratulations, Jes Wilkinson | Partner, Ulton

We’re delighted to announce the appointment of Jes Wilkinson as a Partner of Ulton.

Jes joined Ulton in April 2007 and has built an outstanding career with the firm over almost 20 years.

Throughout her career, Jes has developed deep expertise in financial advice and built strong, long-term relationships with clients through her holistic approach, genuine care, and commitment to helping people navigate important financial decisions.

While Jes has played an important role in the growth of Ulton Wealth, her contribution extends across the broader firm. She brings experience, leadership, and a genuine commitment to our clients, our people and the relationships that underpin our business.

Her appointment to the Partner group recognises the contribution Jes has made throughout her career and the leadership she will continue to bring to Ulton as we look to the future.

It’s a wonderful career milestone and one that is very well deserved.

Please join us in congratulating Jes on her appointment and this exciting next chapter of her career.

Congratulations, Jes. We’re looking forward to seeing what’s ahead.

06/08/2026

We're proud to see our Ulton Wealth Management Partner, Kylie Wright, featured in the latest edition of Village Voice Brisbane.

For Kylie, wealth is about more than growing assets. It's about creating opportunities, supporting the people who matter most, and giving you the confidence to make informed decisions for the future.

With years of experience working alongside business owners, professionals, established families and farming families across Queensland, Kylie is passionate about helping clients navigate life's financial decisions with clarity and purpose.

Thank you to Village Voice Brisbane for sharing Kylie's story.

Read the feature (Page 27) in the latest edition of Village Voice Brisbane.

Meet Kylie Wright, the woman behind Wealth Management at Ulton.

Kylie Wright is Ulton’s Wealth Management Partner and a trusted adviser to established families, business owners and professionals across Brisbane as well as farming families in rural and regional Queensland.

For Kylie, wealth is not just about what is built, but what it makes possible. Controlling your wealth creates choices around how time is spent, how family is supported, and how the future is shaped.

To find out more visit our July edition at village-voice.com.au

26/07/2026

“Do I have to take my super when I turn 65?”.

A client put this question to Kylie Wright just recently.

The answer: No. While turning 65 means you now qualify to access your super whether you’re retired or not, it’s not an obligation to do so.

It presents the metaphorical door, but whether you choose to step through it now or later is up to you. In the meantime, assuming your employment circumstances haven’t changed, your super will continue accumulating as it always has. There is no seismic shift that happens just because you blew out the candles on your 65th birthday cake.

So what does turning 65 actually mean for you and your super? Read the article to find out → https://hubs.ly/Q04n-PH70

23/07/2026

We’re excited to share that our Wealth Management Partner, Kylie Wright, is featured in the latest edition of Village Voice Brisbane magazine.

In the article, Kylie shares a little more about her journey, her role at Ulton Wealth, and the importance of helping individuals and families make confident decisions about their financial future.

At Ulton Wealth, we believe great advice starts with understanding people, their goals, their priorities and what matters most to them. Being featured in local publications like Village Voice gives us the opportunity to share the stories behind our team and the people who support our clients every day.

A big thank you to Kylie for taking the time to share her story and represent Ulton Wealth.

You can read Kylie’s feature on page 27 of the latest edition of Village Voice: New Farm Print Editions - Village Voice - Everything Local (https://hubs.ly/Q04qdfWM0)