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We are extremely excited to share that as of Monday 19th February 2018, the Hillier's Advisors team will be working together from our Belmont office!

At Hillier's Advisors, we believe that teamwork really does make the dream work. Our dream is and always has been to ensure that our team of friendly professionals use their combined knowledge to help you succeed. We believe that this is best achieved by working together in one office, where our team can easily share ideas and advice across their different areas of expertise.

Over the past year we have been working in both Wickham and Belmont, and whilst we have been able to achieve incredible results for our clients working in these two locations, we are extremely excited to join forces under the one roof!

Hillier's Advisors Team 

As we have shared personally, if you are a client at our Wickham office, our move to Belmont does not mean anything will change for you. We understand the need for convenience when time is so important, and as such you can arrange meetings or drop off documents in the Wickham area.

If you are a Wickham client and would like to speak with the team about how you can arrange this, get in touch on 4945 0077 or drop us an email to info@hillersadvisors.com.au

We're extremely excited to begin our new journey and are excited to see the success that working under one roof can achieve for you and your business.

The Hillier's Advisors Team






Eight Steps to the Best Tax Refund

Eight steps to the best tax refund

Here are some tips to make sure that in 2014 you're able to make good on that promise to yourself to be more organised at tax time.

1. Eftpos/credit card your work-related expenses: the ATO now accepts credit card and bank statements as proof of a claim so if you are shocking at keeping receipts then make sure you use credit card or eftpos for your tax-deductible expenses.

2. Take a photo of your receipts: if you know you'll forget to pull out your credit card or you simply prefer to pay cash then take out your phone each time you make a purchase that is claimable and take a photo of the receipt. To ensure those receipts aren't accidentally deleted, save them into a folder on your computer (and a backup drive) called 2014 tax time. The ATO accept scanned receipts as proof of your deduction so you could even throw away the original.

3. Use an app: there are so many different smartphone applications designed to photograph or scan and store your receipts. Take a look, choose one that works for you and start using it. The best ones allow you to take a photo at purchase, throw the receipt away and it saves the photo in the cloud to the correct category instantly. Genius.

4. Keep a log book: if your accountant told you to keep a log book then make sure you do. If you're likely to forget then start today. Yes, today. Again, you can do this on paper or use one of the many apps available on your smartphone to do this for you.

5. Keep receipts for everything you are entitled to: this means making sure you know what you can claim. If you're unsure, the ATO have loads of fact sheets for different professions online that you can download and read. Or my rule of thumb is if you think there is even a tiny chance that you might be able to claim something, then keep the receipt and ask your accountant at the end of the year. We can't claim without a receipt but if you're organised we can give you more options.

6. Make a regular donation to charity: many people have the best of intentions when it comes to donating but simply forget. Why not set up a monthly donation now so that it's all ready for you come tax time.

7. Consider wealth creation strategies: research that rental property, book an appointment with a financial planner, buy those shares you've been looking at or salary sacrifice your bonus or pay increase. Simply make this the year that you do something about creating wealth for retirement instead of just talking about it.

8. Look at your structure: many people keep buying investments in their own names because that's what they've always done. The start of a new financial year is a great time to revisit how you are doing things to make sure you are set up in the most beneficial way for 2014.

Rather than feeling annoyed with yourself this time next year for not changing your bad habits, why not choose two of these tips to improve your result and then simply do something about it. It really is that easy and you'll be much happier when you lodge your tax next year.


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