Being WealthyWise |  29 Main St | Samford | 4520 | Tel: 07 3289 6990 
Tax Services Tax Services * Prepare of Income Tax Returns for individuals, Partnerships , Discretionary Trusts, Fixed Trusts, Companies and Super Funds. * Tax Planning. * Business Structures. * Salary Packaging. * Negative Gearing - property, shares & other investments.
Accounting & Finance Accounting & Finance Services:  *  Preparation of Financial Accounts * Preparation and lodgement of Business Activity Statements (BAS) and Instalment Activity Statements (IAS) * Bookkeeping and Associated Services * Advice on Buying and Selling  a Business *  Preparation of Finance Applications *  Business Finance and Leasing * Home and Investment        Property Loans
Wealth Creation Wealth Creation:   * Regular Savings Plans * Investing in Managed Funds * Investment Reviews * Portfolio Administration     Service * Margin Lending * Instalment Gearing Loans * Personal Super Plans * Self Managed Super Funds * Wealth Protection-Insurance  

                     It`s what we do !

Services
Estate Planning Estate Planning: * Will Preparation Services * Asset Protection Strategies * Aged Care Solutions
Retirement Planning Retirement Planning: * Personal Super Plans * Self Managed Super Funds * Allocated Pensions * Account Based Pensions * Portfolio Administration Service
Forms Forms: * Client Details * Rental Property Information     Form
Being Wealthywise
Wise Group (Aust) Pty Ltd ABN 11 079 173 292 ATF The Wealthywise Unit Trust ABN 58 364 802 879 TA Being Wealthywise is an Authorised Representative 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 NSW 2000 and 15% owned by Cout Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney NSW 2000. 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 take account of your individual needs, objectives, or personal circumstances.    . 
                                                                                                                                                       Please note that any Taxation and Accounting and Finance Services are not endorsed nor the responsibility of Count Financial Limited.