your partner in business health and personal wealth

Welcome to our June issue of Business Bulletin.

In this issue ...

Does the ATO owe you - get your 2012 refund!

The quicker you get yourself organised, the quicker you will get your refund.

Don't delay. Make an appointment with your accountant now. Phone 03 5144 4566 and ask for a taxation checklist, for you to complete before you come in. Alternatively, download a form by clicking on the appropriate link:


Phone 03 5144 4566 for an appointment with your accountant.


Afraid to fire? It's no wonder

A word from David Bates, our specialist employee relations partner

David says that unfair dismissal claims '... have surged in recent years and more than 12,000 claims are now being lodged annually against Australia's employers'.

He adds: 'Under the Fair Work laws, small businesses are no longer exempt from the unfair dismissal provisions'.

Click here to read David's full report.


For information about subscribing to WG please click on the following link:



The clock is ticking ... is your super sorted?

30 June is looming and if you have a self managed super fund, there may be things that need to be done before the new year begins.

Our specialist Self Managed Super Team can expertly and efficiently administer your SMS fund to ensure that you meet your annual compliance requirements, including adhering to your all important investment strategy.

Phone 03 5144 5207 today.



Dancing With Our Stars - it's a sell-out!

Phillipsons is a proud sponsor of the 16 June 2012 Dancing With Our Stars event, with our very own Wayne van der Heide competing with dance partner Megan Paterson.

All proceeds from the event will go to Sale Elderly Citizens Village and Five Star Project. The goal is to raise $100,000 in 2012.

To help, make a donation to this Westpac Bank (Sale) account. BSB: 033253. Acc No: 234965. Each dollar paid into this bank account also counts as a vote for Wayne & Megan.

To help raise funds, Phillipsons has produced a recipe book focusing on 'Food to share'. Click here for a preview.
Books are $10 each. Phone 03 5144 4566 to order your copy.

With the event only days away, training has reached a fever pitch.

Follow all the action on the DWOS - Sale facebook page by clicking on this link.

Phone Work Hire Australia on 03 5144 7488 for all enquiries.


Heading North: Sam Alexander is now north of Lithgow

A few months ago, we introduced you to Sam Alexander, who is undertaking a solo 5,330km journey on horseback on the Bicentennial National Trail (BNT), to raise money for the Royal Flying Doctor Service.

Phillipsons has already donated to the cause. You too can donate! To donate, for more info and to follow his progress, go to:


Coming up

  • Next in our Phillipsons Forums focussed on accounting systems and record keeping requirements – 'Keeping on the right side of the ATO's new blitz'
Best wishes,

Kurt Best
General Manager