June Newsletter

Welcome to the Hayes Girling Financial June Newsletter!

As June 30th approaches, we encourage you to start preparing any documents you need for us to complete your 2018 income tax returns. Late night appointments will commence Tuesday the 17th July, until the beginning of October. If you need to take advantage of these times, we recommend you book in early as these appointments fill quickly. Alternatively, you can email or post your documents to us for processing, we offer a three day turn around policy, once all documents are received. 

2018 Count Awards

We  were lucky enough to return from the 2018 Count Conference held in Vietnam with two awards. The first being the Outstanding Quality Award, based on the high-quality advice we provide our clients.

The second being Female Excellence in Advice Award, received by Trini Montes for the exceptional advice she gives our clients.

Having been nominated in five out of nine categories we couldn’t have been happier with the result. This was the fourth year in a row we have come away award recipients.

A huge congratulations to the team, these awards simply wouldn’t be possible without the hard work and dedication invested by all.

Small Business Boot Camps 

Commencing in April was the first in our four-part small business boot camp series, aimed at helping small business owners. We’ve held two sessions to date, with great results and feedback.

The first two sessions focused on the fundamentals and planning for a successful business. The next session will concentrate on sales, prospecting, marketing and pricing.

If you missed the first two, don't worry you can still attend the third, as each workshop features new topics and valuable discussions. 

If you have any queries about the series, please contact the team on 03 9764 2244 or email us at admin@hgfin.com.au we’d love to hear from you.

Staff Updates

We would like to say a huge thank you and good luck to Sheridan who, after 8 years has decided to move on from HGF and embark on a new challenge.

We wish her all the very best for the future. 

True Value of Financial Advice

Does investing in a financial planner really pay off? According to the latest research from Sunsuper you could be thousands of dollars better off when you make choices based on professional financial advice. Plus, you’ll take more family holidays, have greater peace of mind and more confidence in your financial decisions. For the full article, click on the link below.

The True Value of Financial Advice

2018 Federal Budget Announcement

On Tuesday the 8th of May, the federal government handed down its Budget for the 2018–19 financial year. This is the third Budget delivered by Treasurer Scott Morrison and is likely to be the final Budget before the next federal election.

According to the Treasurer, this year’s Budget measures aim to provide tax relief to ordinary Australians, while supporting small-to-medium businesses and improving Australia’s essential services. The Treasurer claims that these measures will help to end Australia’s decade-long deficit and return a modest surplus of $2.2 billion by 2019–20.

Here are some of the announced Budget changes that could affect you:

2018 Federal Budget Announcement

Life Insurance, why it's worth the investment

Life Insurance may seem expensive to us due to the fact that deep down we feel we just don't need it.

Most of us look at the statistical likelihood of having an accident or suffering a serious illness like cancer or heart attack, and regardless of the numbers we assume this will not happen to us.

Below is an  interesting read for those contemplating taking out a life insurance policy. 

Do we really need insurance - and why is it so pricy? 

Downsizing Contributions into Superannuation

From 1 July 2018, the Australian Government will introduce the Contributing the proceeds of downsizing into superannuation (downsizing) measure. This measure is part of a package of reforms to reduce pressure on housing affordability in Australia.

This measure applies to the sale of your dwelling (your home), which was your main residence, where the exchange of contracts for the sale occurs on or after 1 July 2018.

If you are 65 years or older and meet the eligibility requirements, you may be able to choose to make a downsizer contribution into your superannuation of up to $300,000 from the proceeds of selling your home. Click here to read the full article.

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