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
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
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.