• Tax Checklists

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

    2022 Year Company, Trust, Partnership Checklist

    2022 Year Individual Checklist

    2022 Year Rental Property Checklist

    2022 Year Superfund Checklist

    2022 Home Office Questionnaire

    FBT Checklist

  • Newsletters

    Keep up to date with our Newsletters and Articles

  • SWM Blog

    Important Articles to help you manage your finances

  • 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.


    ASIC’s Moneysmart website calculators and apps

    ATO app

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


    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.”

    Chris Hujber

    Body Culture Australia

    "You’re amazing sir! Thank you so much for all your help and knowledge! I have so much respect for you, more than you will ever know! Your respect, way you are, businessman, person and friend!

    You’re one in a million, and I am so grateful to know you!."

    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


    “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.”


    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.

    James Kelly

    Owen Hodge Lawyers

    It has been a very pleasant experience dealing with you and your team.

    Our estate administration practice continues to grow and as people’s affairs become more complicated and diverse there will be plenty of work for experts like those in your team.

    We will continue to be able to work together with confidence.

    Dan Biner

    M5 Industrial Property Services

    I just had the dividend discussion with Seven and I am blown away and if I’m honest, a bit taken aback by what a difference a bit of time and a change of accountants has made.

    I know I have said this before, but I just wanted to reiterate how thankful I am to have come to you guys and SWM.

    I’m nearly 40 years old and have been the owners of this business for around 7 years (2 without a partner) and for the first time ever, I feel like we are in the right place.

    For the first time since I have been in business, I feel like our accountant genuinely has our best interest at heart and is working for us not against us as they were previously.

    Between you 2 guys, I just feel you are absolutely are all over our finances and understand our situation so well, even when I don’t a vast majority of the time and that is so reassuring for someone as inexperienced as me! 😊

    Thanks again gents, I really really appreciate it and can’t tell enough people how good you have been for us.

    You really have been game changers for us…..thank you.

  • Recommended Partners

    These are some of our partners who we highly recommend

All Posts
Terms & Conditions
Copyright © 2008 - 2017 Strategic Wealth Management Pty Ltd Liability limited by the Accountants Scheme, approved under the Professional Standards Act 1994 (NSW) Liability limited under a scheme approved under Professional Standards Legislation

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