Ulton Wealth

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

Just because your SMSF can invest in something, should it? Discover the essential considerations for SMSF investments and ensure your strategy aligns with retirement goals while managing risks and costs effectively.

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

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.

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

“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

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)

When it comes to accessing your super, the ‘what’, ‘when’, and ‘how’ can all have an impact on your overall financial position. Here’s what you should know → https://hubs.ly/Q04n-NmF0

“What happens to my super when I turn 65?”

In a word: nothing.

Turning 65 simply means that you satisfy a condition of release, meaning you’ll now be able to access your super if you choose to, whether you’re still working or not.

Whether you’ve already been handed the keys to your super, or you’re soon to be, it pays to know what your options are.

For the full breakdown, read our latest article → https://hubs.ly/Q04nHzwq0

We spend so much of our lives thinking about super, and retirement, as a “later” chapter.

So long as our super is healthily accumulating, the rest can be dealt with later—we’ll cross that bridge when we get there.

It’s not until you reach retirement age, and super can suddenly do more than one job, that new questions arise. Questions about access, tax, income, and choice.

In our latest article, we look at what happens to your super when you reach 65. Read it here →

What happens to my super when I turn 65? Discover what turning 65 means for your superannuation, including access options, strategic choices, and the importance of administrative processes.

📣 Attention Medical Professionals on the Fraser Coast

Last-minute places are available for the Fraser Coast Local Medical Association (FCLMA) “Who’s Who and Who’s New” event.

Ulton is a proud sponsor of this networking event, which brings together medical industry professionals from across the Fraser Coast region.

It’s a valuable opportunity to connect with peers, meet new faces in the sector, and stay up to date with what’s happening in the local healthcare community.

So, if you work in the medical industry and are based in or around Hervey Bay, we encourage you to register online and join us for a great evening.

https://hubs.ly/Q04kHkyR0

Looking forward to seeing you tomorrow at Enzo's on the Beach.

Fraser Coast Local Medical Association - Who's Who and Who's New - RSVP NOW RSVPs extended - DON'T MISS OUT! Meet the new faces and local legends of Fraser Coast’s medical scene at this annual , in-person mingle!