Ulton

02/11/2026

🏇 Melbourne Cup Day is here! If you’re taking part in the day, we hope you back a winner.

02/11/2026

AI is a productivity conversation.

For many businesses, the opportunity with generative AI isn’t about replacing people. It’s about finding better ways to use their time, skills and expertise.

Before looking at which AI tool to use, it’s worth looking at where productivity is being lost in the first place. Where are the bottlenecks? Which processes involve duplicated effort? And which tasks are structured and repetitive?

In his latest article, Jason Krenske explores how businesses can approach AI strategically, from identifying the right opportunities through to helping teams adopt new tools and making sure human expertise remains at the centre.

Read the article: https://ap1.hubs.ly/H01rH--0

Discover how generative AI can enhance productivity in your business. Learn strategic approaches to optimize workflows and leverage technology effectively.

31/10/2026

Meet Natalie Macdonald, our Fraser Coast Business Services Partner.

Getting her start at Ulton in 2000 as an ambitious up-and-comer, Natalie has built a career grounded in experience, leadership and a commitment to helping our clients succeed. Today, she co-heads our Business Services team, guiding our team and clients towards outcomes that truly move the needle.

29/10/2026

A business valuation isn't just a matter of receiving the financials and putting a number on the business.

There’s information to collect and review, questions to work through, valuation analysis to undertake and, where required, a draft report to circulate before the final report is prepared.

For a relatively straightforward matter with well-kept records, Ulton's Audit and Forensics Partner Bernard Whebell notes that the process will typically take around six to 10 weeks from start to finish.

If there’s a mediation, directions hearing or trial date in the diary, building some breathing room into the timeframe can help avoid an eleventh-hour scramble.

It’s one of the practical considerations Bernard covers in https://ap1.hubs.ly/H01skNG0

28/10/2026

📣 Attention Xero users

Want a clearer view of what’s due?

Xero’s bills view can help you keep track of upcoming bills, planned payment dates and payment due dates in one place.

A quick check can help you see what needs attention and plan your payments with greater confidence.

Want to get more from Xero? Talk to your Ulton adviser.

26/10/2026

Please join us in welcoming Megan Shelley to Ulton as an Accounts Officer in our Bundaberg Finance team.

Megan brings with her a strong background in customer service and administration, along with an interest in developing her skills in finance. She is currently completing a Certificate IV in Bookkeeping and Accounting, combining hands-on experience with further study as she builds her career in the industry.

We're excited to have Megan on board and look forward to supporting her professional journey with Ulton. Welcome to the team, Megan!

25/10/2026

When you ask a valuer to “value the business”, what exactly do you mean?

In a legal matter, the subject of the valuation might be the business itself, the company or trust that operates it, or a specific ownership interest such as a 30% shareholding.

Those aren't necessarily the same valuation exercise.

Being precise about what needs to be valued from the outset can help avoid misunderstandings, back-and-forth and the need to revisit the scope later.

It’s a small detail that can make a meaningful difference to how smoothly the engagement gets underway.

Bernard Whebell explores this, along with other practical considerations for lawyers, in https://ap1.hubs.ly/H01skNv0

23/10/2026

Today we are celebrating 10 years with Ulton for Haylea Lavaring! 🎉

Since joining Ulton in 2016, Haylea has built a strong career in Wealth Management, combining her Bachelor of Accounting with a genuine passion for helping clients. Over the past decade, she's grown from supporting day-to-day client needs to becoming a trusted and experienced Senior Client Services Officer, playing an important role in keeping transactions, paperwork and client services running smoothly.

Many of our clients know Haylea as one of their first points of contact. Her ability to build strong relationships, stay calm under pressure and juggle competing priorities has made her a valued member of the Wealth Management team and someone both clients and colleagues can rely on.

Thank you, Haylea, for 10 years of dedication, professionalism and care. We’re grateful for everything you’ve contributed to Ulton and look forward to seeing what the next chapter brings.

21/10/2026

When a legal matter involves a business, getting the valuation process underway can feel like another moving part to manage.

But a few things agreed at the outset can make a significant difference.

In his latest article, Bernard Whebell explains what lawyers should consider when engaging a business valuer, from clearly defining what needs to be valued and why, to setting realistic timeframes and understanding communication protocols in a joint appointment.

It’s a practical guide to help make the valuation process clearer and more straightforward for everyone involved.

Read Bernard’s guide: https://www.ulton.net/blog/the-family-lawyers-guide-to-business-valuations



Queensland Law Society

Essential guide for family lawyers on business valuations, covering key steps for effective communication and setting realistic timelines for success.

18/10/2026

And as Ulton Business Services Partner Natalie Macdonald explains, it doesn't mean everything needs to move at once.

Restructuring can involve significant costs, including transfer duty and capital gains tax. That makes planning ahead important.

Reviewing your position early can give you time to understand those costs, prepare for them and consider the options available to you.

Sometimes the most useful first step is simply understanding where you stand today.

Read Natalie’s article: https://ap1.hubs.ly/H01p6y10