Search Site

Newsletters & Fact Sheets

2013

Budget wrap up
24th May 2013
With the September 14 election only 4 months away now, one could be excused for thinking that this year’s May Budget may be somewhat hypothetical. Read More

BankLink Books Software Update
10th May 2013
Important upgrade for Banklink Books clients. If you are currently using the BankLink Books program you are required to upgrade your software. Please read instruction carefully. Read More

Don't get caught out
8th April 2013
Employers beware; the Fair Work Ombudsman is watching and acting. This warning comes after the Fair Work Ombudsman awarded over $46,000 to workers in back-pay throughout Queensland’s South East recently. Read More

A will doesn't cover everything
6th March 2013
If you have a will, you may think that you’ve done all you need to do when it comes to putting in writing what you want to happen with your assets when you die. But... Read More

Tax is a part of life
11th February 2013
No one likes to hear that three letter word. TAX. It causes many business owners to break into a sweat. However, it worries me when I hear people talk about paying a tax bill as though it’s come as a great shock. Read More

2012

Personal Services Income
29th November 2012
Many consultants and contractors operate as a sole trader or through a company, partnership or trust. In many cases, the income received for the work they do may be classified as personal services income (PSI). Read More

Your Money, Your Future
16th October 2012
Check out the latest BMO Financial Solutions Newsletter, Your Money Your Future for the all the up-to-date industry news. Read More

Embracing change
21 September 2012
Whether you love your job or dislike it, finding yourself unemployed or having to switch positions can happen quite unexpectedly. Read More

Don’t skip the planning bit
12th September 2012
There is a real temptation for businesses to skip the whole strategic planning thing and just get on with the day-to-day operations. But how can you drive your business forward if you don’t have a clear understanding of your destination? Read More

Limited resource borrowing
14 August 2012
The ability to use borrowing in a self managed superannuation fund (SMSF) to build assets and capital returns can be very attractive. However, it pays to be wary and take the time to consider the pros and cons. Read More

Your Money, Your Future Newsletter
6th July 2012
Check out the BMO Financial Solutions Newsletter, Your Money Your Future for the latest industry news along with information and advice from the financial planning sector. Read More

Conservation tillage refundable tax offset
1st July 2012
Farmers who adopt no-till practices for soil fertility and water efficiency may also be eligible for a tax benefit. As part of the recently introduced carbon tax legislation, a new Carbon Farming Futures program has been established. Read More

Don’t get caught out with the new private health rebate rules
18th June 2012
People who earn over $84,000 and continue to claim their usual 30% rebate as a reduced private health insurance premium, could face a nasty bill at the end of the financial year. Read More

Tax time is here. Are you prepared?
12th June 2012
As 1 July quickly approaches, it’s time for those of us who earn wages to start preparing for our individual tax returns. What you can claim, where are the receipts, what are my options? Read More

AMP Client Letter
29th May 2012
Check out this month's AMP client update letter, Two steps forward, one step back. Read More

Buy now or wait a little?
22nd May 2012
Are you a small business ( turnover less than $2 million) ? Have you chosen to use the small business capital allowance provisions? Are you considering the purchase of a motor vehicle , or maybe small plant and equipment purchases? Read More

Changes to laws for family trusts
20th April 2012
People who operate businesses using a Family Trust structure should ensure they are prepared for the ATO’s tightening of rules around the way Trusts distribute funds. Read More

PPSR
21st March 2012
The Personal Properties Securities Act (PPSA) came into effect in late January 2012 and includes a register that replaces some 70 different registers and laws. You’re now able to register your personal property interest in this one national register. Read More

Build a super retirement
20th February 2012
When there is a chance to cut the tax bill, most of us want to take a closer look. By increasing your superannuation contributions now you may have a chance to build your retirement benefit and possibly cut your current and future tax bills. Read More

2011

Start the year with team harmony
15th December 2011
It was once said that “you can’t get it right on the outside until you get it right on the inside”. If you want your business to be successful, then you really have to make sure that your team is functioning well. Read More

The truth about Carbon Tax
14 December 2011
What is carbon tax and how will it affect you? The proposed carbon tax for Australia is basically a tax on every tonne of carbon dioxide produced by about 500 of our biggest company “polluters”. Read More

Up in the Cloud
8th December 2011
You may have heard people recently talking about ‘The Cloud’, so what’s this techno jargon all about? And how can your business take advantage of it? Read More

Ten tips for managing debt
2nd December 2011
There may be times when you add up all your debts or look at your credit card statement and have a bit of a panic. To help you manage your debt position, here are ten quick and easy tips. Read More

Superannuation Changes
2nd December 2011
The government recently announced a handful of superannuation changes as part of their Mid-Year Economic and Fiscal Outlook. So how will these changes affect you? Read More

Your Money Your Future Newsletter
1st December 2011
Check out the BMO Financial Solutions Newsletter, Your Money Your Future for the latest industry news along with information and advice from the financial planning sector. Read More

Conservation tillage refundable tax offset
1st July 2012
Farmers who adopt no-till practices for soil fertility and water efficiency may also be eligible for a tax benefit. As part of the recently introduced carbon tax legislation, a new Carbon Farming Futures program has been established. Read More

Breakfast at BMO Presentation - Market Panic
1st September 2011
Around 70 locals learnt how to better protect themselves from interest rate rises when NAB Senior Markets Economist Spiros Papadopoulos featured as the special guest speaker at Breakfast at BMO on August 31. View the presentation here. Read More

Managing your Budget
17th August 2011
Yes, that unpleasant word, Budget. But it doesn’t have to be all doom and gloom. You can structure your budget to suit your needs and ever changing circumstances and remember, a budget is one of the most powerful ways to control your money. Read More

BMO Financial Solutions Survey
2nd August 2011
We would appreciate if you could take a few minutes to complete the BMO Financial Solutions Client Survey 2011. Read More

No items found.

Trust resolutions
22nd June 2011
The Government is proposing a re-write of the law surrounding the taxation of trusts. This will not happen for some months, but in the meantime, there are some current issues in regard to the 2010-11 income tax year. Read More

Consolidate your lost super
20th June 2011
SuperSeeker, the ATO’s online tool, helps you find lost and/or unclaimed super, and can now help you lodge a request with your fund online if you wish to transfer lost super to another super account. Read More

What is Marketing?
9th June 2011
Marketing is everywhere and the methods for marketing your products and services in the ‘business world’ are only limited by your imagination. Check out our top ten marketing tips to help you get your product or service noticed and learn more about the world of marketing. Read More

Get Ready for Tax Time
9th June 2011
Individual tax returns can vary in complexity depending on how you made your income and what other investments you have. However, this is a quick guide to help you prepare for your interview with BMO’s taxation specialists. Read More

About Super Co-Contribution
27th May 2011
The superannuation (super) co-contribution is a government initiative which aims to assist low or middle-income earner boost their super savings for the future. Read More

2011 Budget Breakdown Factsheet (209 KB)

AXA Point of View - May 2011
25th May 2011
Finance update from Mark Dutton, Chief Investment Officer of AXA, Australia and New Zealand Read More

Year End Financial Health Check
21st April 2011
It's that time of year again! June 30 is just around the corner.....
Read More

Separating your Personal and Company Money
21st April 2011
If you’re a private company owner, under tax law you must treat your private expenses separately from your company expenses.
Read More

BMO Payroll Processing Service
3rd October 2011
Is the stress of processing your payroll getting too much? We can help, call us today and free yourself from stress. Read More

Business Flood Survey
28th January 2011
Western Downs Regional Council is conducting a survey of all businesses in our region to help inform the State Government of the impact of the floods in the region. Read More

Flood Assistance
18th January 2011
BMO would like to express our sincere concern and empathy to those who have been affected by the devastating floods. We have compiled a fact sheet outlining the range of relief funds and support that is being made available. Read More

2010

Paid Parental Leave Scheme
22 December 2010
To help parents spend more time at home with a new baby and help employers keep skilled and valuable staff, the Government is funding a new Paid Parental Leave Scheme kicking off on 1 January 2011. Read More

Family Trust Common Misconceptions
9th December 2010
“What do you mean I don’t own it!”
Did you know the trustees of a trust never own the assets personally?
Do you know your role as trustee of a family trust? Read More

Industrial Relations & Employer Responsibilities
29 September 2010
The September Breakfast at BMO featured Daryl Myatt, a Senior Management Consultant and Workplace Relations Advisor - who highighted some of the key aspects all employers should know when it comes to the new awards and employer responsibilties. Read More

Personal Income Tax Return Checklist/Questionnaire
1 July 2010
It's that time again! If you are planning to do your personal income tax return with BMO, this checklist will help you prepare. Read More

2009

Contractor vs Employee Factsheet (556 KB)

Your Link | BMO Newsletter | Summer 2009/10 (602 KB)

Investment Allowance Ends Soon - Factsheet (648 KB)

Your Link | BMO Newsletter | Winter 2009 (675 KB)

LATEST! Investment Allowance Update | 25 May 2009 (776 KB)

No media download found.

Investment Allowance Fact Sheet | 5 March 2009 (158 KB)

2008

December 2008 (1002 KB)