• Tax Checklists

    We have checklists to organize your information for your tax return. Choose the appropriate checklist from below:

    2017 Year Company, Trust, Pship Checklist

    2017 Year Individual Checklist

    2017 Year Rental Property Checklist

    2017 Year Superfund Checklist

    Starting up an Australian Business

    2017
    FBTChecklist

    SuperStream ESA Notification

  • Newsletters

    Keep up to date with our Newsletters and Articles

  • Tax depreciation schedules

    Visit Depreciator for more info

  • Calculators and tools

    Below are some of the useful free calculators supplied by MoneySmart, an information based government website run by ASIC.

    Moneysmart

    ASIC’s Moneysmart website calculators and apps

    ATO app

    The ATO app puts tax and super help right in your hand

    myDeductions

    An ATO Tool

    Vehicle Log

    ATO compliant vehicle logbook

  • Testimonials

    We strive to keep all our clients happy. Here are some nice words from them.

    Rolf Latham

    ASAP Financial Services

    “Nick has a rare skill set in the accounting and structuring world…He takes something complicated and brings it back to first principles so that it is understandable to the non-accountant. At a time when advisers of all types baffle you with their bright ideas, and… “don’t you worry about that” … fast talk, client understanding has become a core value to our business.

     

    Nicks advice gives our clients that understanding, thereby underwriting that core value. I have personally used Nick for my businesses and have dozens of clients who are very happy with the services provided. Go ahead and avail yourself of Nick’s services, you wont regret it !”

     

    Michael Xia

    Mortgage Broker, Mortgage Channel

    "Cathy, Seven & Nick at Strategic Wealth Management have been part of my investment & business journey from the beginning. I can definitely say that without their guidance I would not be where I am today. Nick has been instrumental in providing property structure recommendations, business setup & tax strategies and SMSF setup for the whole family.

     

    When I started my investment journey, I made it a goal to surround myself with the strongest possible team and grateful that I found Nick and his team.

     

    If you are looking for an accountant who has a proven track records, genuinely cares for your success and specialises in property investing, SMSF & business tax – you can’t go past Strategic Wealth Management!"

     

    Costa Charalambous

    Charas Constructions

    "Nick and the dynamic team at Strategic Wealth Management Pty Ltd have been instrumental in assisting me with the growth of my business since 2004 .

     

    I would highly recommend Nick and his services to anyone interested in up to date taxation and investment advice."

    Nick D

    Parramatta Hot Water

    “Nick has been involved with our company for over 15 years. Throughout those 15 years he has always acted in our best interest and is never too busy or unavailable to assist us when needed. Nick is very knowledgeable and is always keeping up to date on the new laws and rules that are constantly changing. We hope to have Nick assisting us for many more years.”

    Jacque Parker

    House Search Australia

    "It gives me great pleasure to recommend the services of SWM for Nicholas Moustacas and his team. For over ___ years now we have not only used their services for our own business and personal accounting but have also happily endorsed them to House Search Australia clients, and especially those property investors looking to build, expand and maintain their portfolios with the assistance of relevant professionals. Providing sound financial specialist advice and direction and guidance in all accounting matters is crucial for the effective ongoing growth of a business, and SWM do this extremely well. They genuinely care about the financial health and wellbeing of their clients and take the time to listen, plan and provide advice in a timely manner. Their experience, knowledge and advice has been imperative to the ongoing success of our business."

    Amanda and Nikolaus Scheiff

    Axis Chemicals Pty Ltd

    "We began working with Nick Moustacas in 1997 as we were setting up our chemical import business. For the past 20 years Nick has been our right hand in both our business and our personal financial

    management.

     

    During those years we have worked closely with Nick and his team. We have nothing but praise for the professional way in which our business, our SMSF and our personal finances as a family have been managed.

     

    We hold Nick in very high regard, his professionalism, his team, and his knowledge have been an invaluable source of advice and support to us.

    We could not recommend Nick and Strategic Wealth Management highly enough."

    Simon Hampel

    Property Chat Pty Ltd

    "I have been a client of Strategic Wealth Management since 2005 and have always been extremely happy with the level of service and expert advice I have received. Nick and his team are the first people I turn to for tax and structuring advice both personally as well as for self managed super fund, family trust and business advice."

    Rick and Donna J

    Woonona

    “Nick has been our accountant for many years and has been instrumental in keeping our business on track with regular advice regarding taxation, financing and statutory requirements. From the time we switched to Nick we started saving money in reduced tax and advice on financing. However it was when we sold our business that Nick really helped, he showed us how to structure our finances so we could minimise our CGT. Now we operate our own super fund and we have the peace of mind that everything we have done is completely within tax guidelines. Nick is down to earth and very approachable we couldn’t recommend his services highly enough.”

     

    Cassandra Zantides

    Zantides Bookkeeping

    "I have been dealing with Nick and the team from Strategic Wealth Management for a number of years. I have found the team to be very knowledgeable and organised. They are always so pleasant to talk to and very forthcoming whenever I require assistance."

     

    Ed Nixon

    Trilogy Funding

    "Nick has been an integral part of my business since 2004, from local tax advice to offshore trading entities. Our business wouldn’t be where it is without him."

    Mike

    Mikes Grill

    "Nick and his team have assisted me closely with managing my business and personal finances for some time now.

     

    I have been extremely happy with the strategies Nick has implemented and the level of service his team has provided."

    Sana Ali & Mona Ali

    Property Twins – Finance Brokers

    Handing over our tax affairs for investment properties and our business to Nick’s team have been the best decision for us.

     

    Nick’s team are personable and their attentiveness means you feels as though you’re the only client they work with. Whilst setting up our business structures, Janis & Cathy Chitty at SWM were invaluable in their assistance, provided great empathy and quick turnaround to our requests, which ensured that we had a seamless transition into the business without the stress of whose looking after all the business compliance & setup. This was very much appreciated.

     

    We are happy to refer our friends, family & clients to take the opportunity to work with Nick, as we know they would be looked after and get great results.

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