Accountants Strategic Wealth Management

Discussion in 'Service Provider Directory' started by NickM, 16th Oct, 2015.

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  1. NickM

    NickM New Member Business Member

    20th Jun, 2015
    Strategic Wealth Management

    Our accounting and taxation services enable us to establish or review your business and accounting systems to ensure that your business is running efficiently.

    Strategic Wealth Management has an experience team of staff that are well trained in the field of SMSF establishment & administration

    At Strategic Wealth Management Financial Planning we believe that financial planning should cover all areas of your financial needs and we work with you towards achieving your goals.

    Accounting and Tax Compliance

    How we can help:
    • Review of your business structure
    • Review of your accounting systems to ensure it is being optimised
    • Preparation of management and statutory accounts
    • Preparation and lodgement of tax returns
    • Tax planning
    • Specialist tax advice
    • Corporate secretarial duties
    • Business activity statements
    • Other statutory reporting requirements e.g. payroll tax and superannuation obligations
    • Guide you to help prepare a business succession plan
    Asset & Wealth Protection

    How we can help:
    • Developing asset protection strategies for owners
    • Designing tax effective structures
    • Exit planning within the business structure
    • Considering, assessing and minimising stamp duty implications of transactions
    • Reviewing existing structures for efficiency and flexibility
    • Obtaining technical advice on complex income tax, GST and CGT concessions in the event of restructure.
    Financial Planning

    At SWMFP we believe that financial planning should cover all areas of your financial needs and we work with you towards achieving your goals.

    Our advisers are all authorised representatives of Executive Management Financial Services Pty Ltd (EWMFS), ABN: 38 078629 973 AFSL 245 451.

    We can provide advice in the following areas:
    • Risk Management and Insurance Planning
    • Investment and Planning Issues
    • Retirement Planning
    • Assistance with Estate Planning
    Self Managed Super Funds

    How we can help:
    • Preparation and lodgement of statutory accounts and income tax returns
    • Assistance with Investment strategies & trustee resolutions
    • Advice on fund compliance
    • Preparation of annual audit
    • Business Activity Statements
    • Specialist technical advice

    Office: Suite 234 7-11 The Avenue Hurstville NSW 2220
    Tel: 02 9580 3353
    Fax: 02 9580 3363
    Postal address: PO Box 497 Hurstville BC, NSW 1481
    Last edited by a moderator: 22nd Sep, 2017
    Taku Ekanayake and See Change like this.