• Our Services

    We provide comprehensive services across many fields.

  • Accounting and Tax

    Tax compliance

    Tax compliance and reporting regulations are onerous, time consuming and complex.

     

    We can get involved at any stage – from starting fresh, to taking over from your in-house bookkeepers and accountants when required. This keeps your records accurate, up to date and processed with minimum disruption to your business. We also can assist by implementing a system of bookkeeping that suits your business and keeps costs under control.

     

    We continuously review the needs of our clients to proactively ensure that they have the proper controls and procedures in place to not only meet compliance requirements, but achieve their personal and business objectives.

     

    Taxation Services

    Strategic Taxation Planning

    As the tax system in Australia becomes increasingly complex, businesses and individuals need timely solutions without wading through complicated tax law.

     

    The Strategic Wealth Management philosophy centres around strategic taxation planning.

     

    We understand that clients want to get to the solution quickly and we strive to offer clear, concise advice to manage your tax risk, your local and international tax issues, and develop strategies to utilise tax concessions and planning opportunities. We also engage specialist tax experts that are leaders in their field when it comes to seeking and obtaining specialist advice in areas of taxation that are complex.

     

    We place significant emphasis on professional development training and our staff regularly receive specialist tax training. Strategic Wealth Management places enormous emphasis on strategic taxation planning. Tax planning starts now for the current year not after 30 June for the year gone by.

     

    Financial Planning and Wealth Creation

    Planning for you

    Our team at Strategic Wealth Management provides sound financial advice and can develop strategies tailored to your individual circumstances.

    Our investment strategies are backed by a team of leading research analysts both in-house and external through our financial licence holder.

     

    Our service offering includes:

    • Tax-effective wealth creation strategies
    • Investment advice
    • Superannuation and contribution strategies
    • Self-managed super funds strategies and advice
    • Retirement planning
    • Centrelink entitlement analysis
    • Aged Care
    • Investment portfolios including Managed Funds and direct shares
    • Personal risk insurance (Life, TPD, Critical Illness, Income Protection, Business Expense) including advice on how to best structure your policy in a tax effective manner
    • Estate planning.

    Our quality financial advice will be tailored to help protect you & your family whilst we add value to your hard earned assets to assist you in building a solid financial future.

     

    Our advisers are all authorised representatives of Executive Management Financial Services Pty Ltd(EWMFS), ABN: 38 078629 973 AFSL 245 451.

     

    Self Managed Super Funds​

    SMSFs

    Strategic Wealth Management (SWM) has an experienced team of staff that are well trained in the field of Self Managed Super Fund establishment & administration.

     

    We have a wealth of experience in this field and can assist to ensure that you have the correct structure right from the start.

     

    The team at SWM will guide you through the compliance maze and will assist you and your clients to navigate through all the issues.

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