Accounting and Tax
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.
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:
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 Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.
Self Managed Super Funds
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.