AREAS OF EXPERTISE

 

ACCOUNTING, AUDITING & BUSINESS ADVISORY SERVICES

This includes management advice and evaluation, business planning, restructuring, budgeting and cash flow projections, as well as business exit advice and management. We also provide regular financial reporting with review sessions for management.

• Preparation of Financial Statements
• Management Reporting
• Cash flow Accounting
• Cash flow Projections for business and private purposes
• Business Profit forecasts
• Accounting systems design and evaluations to aid efficiency, cash flow and profit.
• Audit assignments both statutory and by special request including associations, real estate agents, settlement agents, travel agents, solicitors trust accounts and various government and semi-government bodies
• Internal Audit functions and management reports thereon to assist management in optimising revenue, profit and cash flow
• Bookkeeping Assignments to enable prompt and accurate results to be produced for management

 

TAXATION & GST

We provide support and advice for all your taxation needs. Keeping pace with taxation legislation is an integral part of our service, enabling us to advise on crucial tax matters before final decisions are made. We have a GST Focus group dedicated to ensuring that clients are completely serviced in all areas of GST advice and compliance issues. The emphasis is on ensuring businesses' efficiently deal with all aspects of GST, particularly

• Preparation and lodgement of Companies, Trusts, Partnership, Superannuation Funds, and Individual Returns.
• Preparation of BAS and IAS Statements
• Tax Planning to minimise the taxation burden.
• Expert advice on dealing with objections and taxation investigation
• Corporate Tax Planning
• GST act interpretation and implementation of the legislation on a day to day basis
• Capital Gains issues
• FBT advice

 

BUSINESS DEVELOPMENT & PLANNING

Our team provides specialist services in procurement of government assistance subsidies, tender submissions, export planning, financing, broker liaison and personal goal setting, business goal setting, business planning, marketing advice and planning, strategic planning, succession planning, equipment audit, Human Resource analysis and planning, quality-assurance planning, implementation, review, audit and back-up.

• Business Plans and strategies to assist growth, profit and cash flow
• Zero based Budgeting to determine sales targets required
• Preparation of marketing plans and strategies
• Corporate strategic Planning

 

FINANCIAL WEALTH CREATION & RETIREMENT PLANNING

As authorised Representatives of Count Wealth Accountants * we provide sound independent investment advice, delivering concise and timely information to maximise your returns. The broad spectrum of our advice covers wealth creation and retirement planning, general property investments, and a host of income, equity and property trusts. Negative gearing and tax effective financing complement our overall investment strategy, specifically selected to meet the requirements of our individual and corporate clients.

• Superannuation - Private Investment Funds
• Superannuation Managed Investment Funds
• Personal Managed Investments
• Trading in Australian & International Equities
• Shares Portfolio Management - Blue Chip
• Cash & Fixed Interest Investments
• Negative Gearing appraisals as part of wealth strategies
• Direct Share Investment
• Home & Business Loans
• Line of Credit Loans
• Tax free savings
• Succession Planning
• Estate Planning for today and the future
• Retirement planning for individuals & business
• Allocated Pensions, Annuities, Rollovers etc
• Financing and Refinancing of borrowings for business or private purposes

*Count Wealth Accountants is the trading name of Count Financial Group Pty Ltd, Licensed Securities Dealer ACN 001 974 625

 

INSURANCE & RISK ANALYSIS

Through our authorised insurance and risk analysis consultancy section we provide sound independent insurance and risk management strategies… and offer a comprehensive range of Insurance and Risk Management products and services specifically selected to meet the requirements of our individual and corporate clients.

• Insurance portfolio review services
• Life, Disability & Trauma Insurance
• Loss of Income Protection
• Education Funding
• Key person cover & Partnership protection
• Locum Cover
• Group Life and Salary Continuance plans
• Superannuation Planning - Company & Personal
• Superannuation Guarantee funds

 

SPECALISED BUSINESS CONSULTANCY SERVICES

Providing support and assistance in a wide variety of other professional activities including computer and information technology requirements, obtaining finance, prospectus issuance, personal, property and disability insurance, staff and management training, marketing advice, indirect taxes, business valuations, family law matters, human resource consulting

• Corporate and company Secretarial Services
• ·Rasing of Venture Capital
• Investigations and Share valuations for proposed investments
• Offshore Business Structure
• Computer assessment needs to contain costs and promote business efficiency
• Provision of Secretarial Services for clients desiring all the facilities and features of an office without the capital outlay
• Information on Franchising

Record Keeping Matters and Accounting Software Programs

We have established sound procedures to enable clients to comply with the record keeping process for good business management. These procedures are vital for survival in the business world and also assist with the Australian Taxation Office and Australian Securities Investment Commission record keeping requirements.

We are also providers for the following accounting software programs:

• Cash flow Manager suite of programs
• Handisoft Cash Book programs
• M.Y.O.B. suite of programs.

 

REFERENCE LIBRARY

We have a library containing over 300 types of books and brochures all of which are free to assist you our clients in the daily administration in the financial world. The library is updated on a continual basis for the demands of clients and changes in legislation generally.