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Join us as we take a casual stroll through the happenings at Ulton, showcasing the camaraderie and positive vibes that have made the past couple of months truly special.
Mitch and his partner Haley, along with Kaitlyn Smith and her partner Kristian, proudly represented the Brisbane team, conquering the Bridge to Brisbane race. Their determination soared as they crossed the iconic Gateway Bridge, showcasing the spirit that defines our incredible team.
On October 27th, Tattersalls Club in Brisbane hosted the Morgans Luncheon, attended by 90+ clients. Michael Knox, Morgans' Chief Economist, shared economic insights, while Ulton's Kylie Wright discussed the $3 million superannuation cap changes. Thanks to the Morgans and Ulton teams for making it a great event. Special appreciation to Amber Mizzi for the event planning.
The Brisbane team gathered at the office to catch the "race that stops a nation," tuning in for the Melbourne Cup. Despite tech issues that muted the audio, the team enjoyed a delightful spread and enthusiastically cheered on their favourite horses.
The Bundy Team enjoyed the festivities of the Melbourne Cup.
Ulton was proud to host ECOMAN again in 2023.
The program is aimed at giving year 10 & 11 students exposure to what working in business can look like. The students are broken into teams and given the task of resurrecting a failing coffee machine manufacturing business. They are responsible for rebranding and improving the manufacturing, sales, marketing and administration processes.
Their decisions are then placed in a simulation program that shows the impact of the decisions. It also throws some curveballs into the mix.
On the last day the teams presented their results to the shareholders at the AGM. This year's shareholders included Ulton partners Mark McLean, Kylie Wright and Morgans Financial Limited Bundaberg branch manager and Ulton partner, Karl Brosnan and (now retired) business owner Norm Netterfield.
All of the teams were able to turn their businesses around and made excellent presentations to their shareholders.
Thanks to the Queensland Private Enterprise Centre for running the ECOMAN program.
The Ulton leadership team engaged in a transformative two-day Dale Carnegie workshop on October 9th and 10th at the Bundaberg Life Saving Club in Bargara. Led by the skilled facilitator Anne-Marie, the workshop delved into leadership styles and their impact on Ulton's environment. Participants honed skills in building trust, fostering innovation, time management, effective delegation, and problem analysis. The workshop empowered leaders to demonstrate effective questioning and listening, align outcomes with visions, and hold others accountable for predetermined results—a comprehensive journey towards enhanced leadership within Ulton.
On Monday evening, the leadership team were treated to canapes and drinks back at Mark and Jane's house. Thanks Mark and Jane, for hosting the team again. 😀
Ulton Senior Accountants Stacey Harrison and Connor Silcox represented Ulton by attending the recent National Transfer Pricing Conference 2023.
Designed to bring together transfer pricing and tax specialists from accounting and law firms, barristers, corporates and the #ATO to discuss the latest and most important domestic and international developments affecting multinational enterprises at a two-day conference.
The 2023 event was held at the InterContinental Sydney and was a great opportunity to network and share experiences with transfer pricing and tax specialists from across Australia.
The Bundaberg team embraced a virtual participation in the Bridge to Brisbane, running along the scenic Bargara foreshore to Mon Repos. This family-friendly event brought everyone together under the sunshine for a lively and active morning. The day concluded with a delightful brunch at Mark and Jane's house, where warm hospitality made everyone feel truly welcomed. Thanks to Mark and Jane for opening their lovely home, adding a special touch to the day.
Structuring sale transactions, trust tax issues, managing tax disputes, and emerging tax issues were the topics of this year's Noosa Tax Convention. The convention was a good opportunity to leverage from the collective knowledge of the industry’s best accountants, lawyers, barristers and the ATO.
Ulton tax advisory partner and chairman Daryl Corpe, Ulton senior tax advisory specialist Brian Richards and Ulton senior accountants Stacey Harrison and Connor Silcox attended the Noosa Tax Convention on 15-17 November 2023 at the Sofitel Noosa Pacific Resort. They look forward to passing on the knowledge gained to our tax teams.
On December 1st, ten people participated in the "Steal from Santa" Ulton social club event. Three others joined for drinks and nibbles. With gifts including two fish bowls, chocolates, wine, and a Khula bottle, the evening featured highly sought-after gifts that sparked spirited stealing. It was a fantastic event enjoyed by all.
The Bundaberg team came together for a night filled with laughter and festive cheer. The evening kicked off with a lively dance session where our talented team learned some moves to the Barbie song. It was a fantastic opportunity to bond, let loose, and showcase our dance prowess – needless to say, we don't think anyone will be quitting their day jobs. Lol!
Of course, what's a Christmas celebration without some Karaoke? Our team members belted out their favourite tunes, turning the night into a good ol' sing-along.
The Bundaberg Services Club provided a delightful setting for our festivities, complemented by a scrumptious spread where the drinks flowed, conversations sparkled, and the holiday spirit was palpable throughout the venue.
The Gladstone team sponsored the Gladstone PAWS Calendar, with all donations going to Gladstone PAWS, a group of dedicated and enthusiastic Gladstone Animal Rescuers.
The Gladstone Ulton team had a fantastic time at Truffle Pig in Tannum Sands, enjoying a delicious dinner and playing a spirited game of Steal from Santa. The evening became even more special when Kiran joined the group.
The Fraser Coast team savoured a delightful Melbourne Lunch featuring a scrumptious Sushi and Wraps platter. Amidst the thrill of the Melbourne Cup, Sharon clinched first place in the sweeps, while Renee secured second and third. Congratulations to Melissa, who won a sweet victory with a box of chocolates for her horse's last-place run! 🏇🍣🌯🏆🍫
The Fraser Coast team enjoyed an amazing dinner at Smokey Joe's Cafe - Bar & Grill during the Ulton senior partners and COO's recent visit to Hervey Bay. 🌟🍽️🎉
The team were also joined by Janelle Shaw, who received her 35-year anniversary gift from Ulton.
The festive spirit was in full swing as the Fraser Coast Team gathered for their Christmas party on Fraser Island at Kingfisher Bay Resort on Saturday, November 25th. Surrounded by the island's beauty, they enjoyed festive moments, camaraderie, and the spirit of the occasion.
