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Welcome T

hey say that time flies when you’re having fun and we have to say 2017 has soared! We kicked off our year by hitting the road for our famous ‘The Farmer Wants a Life’, this time with the inspirational Robyn Moore on board with us. We continued with the theme of positivity with Bruce Sullivan’s ‘Your Best You’ and Chris Haseman’s ‘Winning Formula’ events (p9). In amongst all this, we worked with clients on all-important tax planning, budgets and business strategies, developed marketing plans, secured loans and helped with HR and payroll; we travelled to Moonie, Weengallon, St George, Longreach and many places in between; we put teams in the local triathlons, netball and touch footy competitions; we hosted a regional Queensland first with an accounting software expo here in Dalby; we’ve said goodbye to special team members whose life circumstances took them to new locations and welcomed fresh faces to our team; and we even launched a new YouTube video! (Check it out at www.youtube.com/bmodalby) Our year climaxed with the honour of winning the Dalby Business of the Year award and Judge’s Choice for Professional Services, as well as being recognised by the Australian Financial Review as a Top 100 Australian Accounting Firm. These achievements are only possible because we have a genuine passion for making a difference in people’s lives. We’ve been prepared to try new things, to be nimble. We know we don’t always get it right, and we are willing to continuously learn and grow. With every step we take we continue to be so grateful for the opportunities we have to walk alongside our clients and our community. We hope through the pages of Every Step, you’ll get a glimpse into the many areas we work in and enjoy a peak behind the scenes of BMO. Happy reading,

The BMO Team

What’s Inside

About Us

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Partner Profile

4

Business

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Financial Planning

8

Community

10

People

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Finance

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Accounting

BMO is an awardwinning accounting, business advisory and financial services firm with a strong focus on building relationships and supporting growth for local businesses and wealth creation for individuals. We are based in Dalby, with a satellite office in Brisbane.

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Life

Magazine Published: December 2017. Cover Photo: BMO Financial Solutions Partner Shane Lee at the Dalby Aquatic Centre. Image courtesy of Fiona Carson. Disclaimer – This magazine has been written and produced by BMO, 178 Drayton Street Dalby Qld 4405. Information provided in this magazine is general in nature. Some information in this document has been sourced from the Australian Taxation Office. In preparing information BMO Accountants, BMO Financial Solutions and BMO Lending Services have not taken into account any particular person’s objectives, financial situation or needs. Readers should, before acting on this information, consider the appropriateness of this information having regard to their objectives, financial situation or needs. We recommend obtaining financial advice specific to your situation before making any financial decisions or investments. Principal Wealth Management Pty Ltd trading as BMO Financial Solutions is a corporate authorised representative of McPherson & Associates Pty Ltd. AFSL Number 229883.

2 l EVERY STEP l WWW.BMO.COM.AU

BMO is a BRW Top 100 Australian Accounting firm, is highly ranked (at 58) in the ATO tax agents program, and has been awarded Dalby Business of the Year four times (2003, 2009, 2015 and 2017). With over 50 professionals in our team, BMO offers a full range of business and financial services. We don’t just ‘do your tax’, we’re your adviser and your sounding board. Whether you’re a student working your first part-time job or a multi-million dollar business, we’re with you every step of the way.

0 PO Box 180 Dalby Qld 4405 1 07 4662 3722 5 www.bmo.com.au 8 team@bmo.com.au

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2017 BMO Every Step Magazine  
2017 BMO Every Step Magazine  

We hope you enjoy “Every Step” magazine. It’s our way of sharing a little more about BMO and offering you some helpful tips for business and...

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