March Newsletter

Welcome to our first newsletter of 2018. The office returned to full swing immediately after the New Years’ break and it doesn’t look to be slowing down anytime soon.

We have just been announced as finalists in five out of nine categories, for the 2018 Annual Count Conference Awards. The Count network is made up of over 200 firms Australia wide and HGF have set an incredible new record for the number of finalist nominations in one year. This is a true testament to the diligent work the entire team has put in over the past 12 months.

We have been selected for the following categories:

  • Member Firm of the Year

  • Advisor of the Year – Andrew Surman

  • Female Excellence in Advice – Trini Montes

  • Support Specialist of the Year – Linda Le

  • Outstanding Quality Award


The awards night is being held on Wednesday the 28th March 2018, in Ho Chi Minh City, Vietnam. Several team members will be attending the event, along with the Count Conference that week, therefore the office will be light on staff over this period, until after the Easter break. Wish us luck in bringing home one, or more of these prestigious awards.

Xero Offer!

The accounting team recently attended the annual Xero Roadshow and were lucky enough to obtain a great client discount of 50% off the first 3 months for any new Xero subscription! If you are interested in making the move to a more ‘beautiful accounting software’, speak to our team today! 

Don’t delay, this offer is only valid until the 23 March 2018.

Small Business Workshops

We will be holding a series of small business workshops commencing in April, aiming to offer some solutions to common challenges faced by small business owners. We will be addressing items such as:

  • Tax 101 – ATO obligations for small business owners

  • BAS & GST – a simple breakdown

  • Employees payroll obligations

  • Budgeting/cashflow

Keep an eye out on our Facebook page for full details.

Andrew recently had the pleasure of presenting at two Cumberland View Aged Care Living seminars. He discussed hot topics such as estate planning, improving your financial position, the transition to retirement and much more. The nights were a great success and he received fantastic feedback. A huge thank you to Cumberland View for inviting us to take part in these events.

Staff Updates

Jade and partner Cameron welcomed daughter Aubree Rose into the world on Friday 2nd March, both mum and bub are doing well and we are looking forward to cuddles within the next few weeks.

We would like to officially welcome Alexandra (Ally) to the HGF team. Ally recently joined the admin department and is looking forward to learning all facets of the business. Please say hi to Ally when you get the chance.

Have you lodged your 2017 Income Tax Return?

If you have not yet lodged your 2017 income tax return we encourage you to do so, as the ATO deadline of 15th May 2018, is fast approaching.

We have a selection of appointments available throughout the day, however, if you don’t have the time to meet with an accountant, you are welcome to email or post your documents to us for processing and we will contact you with any queries we may have.To book an appointment or send your tax documents, contact the team on 03 9764 2244 or we’d love to hear from you.


New Car Savings!

Are you thinking of purchasing a new car?

Here are a few reasons why you should consider an energy efficient vehicle…
Click here to find out more.

By financing the purchase through HGF, clients can take advantage of a 0.70% discount when they choose to finance qualifying energy-efficient vehicles and equipment for their business.

Single Touch Payroll starts from 1 July 2018

The Australian Taxation Officeis changing the way employers report tax and super information. You may need to use Single Touch Payroll from 1 July 2018. Click on the link below to see the full article.

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