10 questions every Australian advisor will be asked this end of financial year

9. “Why can’t I just do my tax return myself?”
Here lies an opportunity to reinforce your value as an advisor, while gently outlining the risk involved in taking on a tax return without any expertise. Showcase what you can offer beyond finances by checking if there are ways that you can help them succeed in other areas of their business. Sometimes, this means connecting them with experts in your network, however, keep in mind that referrals should reflect your business’ values, so only refer to those who you trust.