{"id":415,"date":"2021-04-22T23:53:05","date_gmt":"2021-04-22T23:53:05","guid":{"rendered":"https:\/\/www.firstclassaccounts.com\/wanneroo\/?p=415"},"modified":"2021-04-22T23:54:17","modified_gmt":"2021-04-22T23:54:17","slug":"10-questions-every-australian-advisor-will-be-asked-this-end-of-financial-year","status":"publish","type":"post","link":"https:\/\/www.firstclassaccounts.com\/wanneroo\/2021\/04\/22\/10-questions-every-australian-advisor-will-be-asked-this-end-of-financial-year\/","title":{"rendered":"10 questions every Australian advisor will be asked this end of financial year"},"content":{"rendered":"\n

This is a guest post by Andrew Van De Beek, Founder and Head of Purpose at <\/em>Illumin8<\/em><\/a> \u2013 a Xero Platinum Partner. <\/em><\/p>\n\n\n\n

If you\u2019re anything like me, each year as tax time rolls around, you find yourself inundated with  \u2018quick questions\u2019 from clients. Naturally, they tend to range in complexity and, as a result, so too does the amount of  time it takes to quickly <\/em>respond. However, this is also when many of our clients rely on us the most, and how we respond is a chance to reinforce trust and value within those relationships. <\/p>\n\n\n\n

As advisors, understanding the questions we\u2019re likely to come across \u2013 before they\u2019re asked \u2013  helps in preparing personalised answers with the right information. It also saves our inboxes (and mental capacity) from becoming overloaded. With the help of my peers, I\u2019ve compiled ten questions that many advisors are likely to be asked in the coming months. While this list offers advice, only you know what\u2019s best for your clients \u2013 simply take from it what you need to do what you do best.<\/p>\n\n\n\n

1. \u201cHow is this end of financial year (EOFY) different from the last?\u201d <\/h2>\n\n\n\n

READ MORE<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

9. \u201cWhy can\u2019t I just do my tax return myself?\u201d
\nHere 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\u2019 values, so only refer to those who you trust.<\/p>\n","protected":false},"author":252,"featured_media":159,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[10],"tags":[15,11,12,14,13],"class_list":["post-415","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-eofy","tag-bookkeeper","tag-eofy","tag-payroll","tag-questions","tag-xero"],"acf":[],"yoast_head":"\n10 questions every Australian advisor will be asked this end of financial year - Our Bookkeeping Services \u2013 First Class Accounts Wanneroo<\/title>\n<meta name=\"description\" content=\"This is a guest post by Andrew Van De Beek, Founder and Head of Purpose at Illumin8 \u2013 a Xero Platinum Partner.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstclassaccounts.com\/wanneroo\/2021\/04\/22\/10-questions-every-australian-advisor-will-be-asked-this-end-of-financial-year\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"10 questions every Australian advisor will be asked this end of financial year - 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Showcase what you can offer beyond finances by checking if there are ways that you can help them succeed…","_links":{"self":[{"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/posts\/415","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/users\/252"}],"replies":[{"embeddable":true,"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/comments?post=415"}],"version-history":[{"count":2,"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/posts\/415\/revisions"}],"predecessor-version":[{"id":417,"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/posts\/415\/revisions\/417"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/media\/159"}],"wp:attachment":[{"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/media?parent=415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/categories?post=415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.firstclassaccounts.com\/wanneroo\/wp-json\/wp\/v2\/tags?post=415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}