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Submitted URL: http://cdcpartners.com.au/
Effective URL: https://www.count.au/count-north-sydney
Submission: On December 19 via api from NL — Scanned from AU

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            <h1 style="color: #212529;"><span style="font-weight: bold;">Count</span><br>North Sydney</h1>
            <p>Count North Sydney (formerly known as CountPlus One) with a legacy of servicing broader Sydney for 40 years, has established a reputation for excellence in accounting, financial planning and wealth management. As part of Australia's
              leading integrated accounting and wealth services network, we give our clients&nbsp;<span style="font-weight: 600;">the confidence to look ahead</span>.</p>
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        <div class="col-sm-12">
          <h1 style="color: #212529;"><span style="font-weight: bold;">Count</span><br>North Sydney</h1>
          <p>Count North Sydney (formerly known as CountPlus One) with a legacy of servicing broader Sydney for 40 years, has established a reputation for excellence in accounting, financial planning and wealth management. As part of Australia's
            leading integrated accounting and wealth services network, we give our clients&nbsp;<span style="font-weight: 600;">the confidence to look ahead</span>.</p>
        </div>
      </div>
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        <a class="anchor" id="xmas"></a>
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          <div class="standard-detail">
            <div style="text-align: center;"><strong>MERRY CHRISTMAS &amp; HAPPY HOLIDAYS</strong></div>
            <div style="text-align: center;">&nbsp;</div>
            <div style="text-align: center;"><strong>Count North Sydney wishes you and your family a safe and happy festive season.&nbsp;</strong></div>
            <div style="text-align: center;"><strong>Our Office will be closed from 12pm Friday 20 Dec 2024 and will reopen on Monday 6 January 2025</strong></div>
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        <a class="anchor" id="our-specialisations"></a>
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          <div class="standard-detail"> With a legacy of servicing broader Sydney for 40 years, Count North Sydney has established a reputation for excellence in accounting, financial planning and wealth management.<br>
            <br> Our team’s specialisation spans across wealth strategy creation and implementation, regulatory accounting and taxation compliance, outsourced finance function (VCFO), and financial audit services.<br>
            <br> We take pride in being a trusted confidante to clients from all walks of life, from small business owners, retirees, to subsidiaries of global corporations, providing personalised services to meet their unique requirements.<br>
            <br> Our combination of financial and advisory services across a wide range of clients and sectors offers you a dynamic perspective on your challenges and opportunities, giving you&nbsp;<span style="font-weight: 600;">the confidence to
              look ahead.&nbsp;&nbsp;</span>
          </div>
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        <a class="anchor" id="services-bus"></a>
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          <h2 class="entry-heading">Business Services</h2>
          <div class="accordion accordionServices-bus">
            <div class="accordion-item">
              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus1" class="accordion-button collapsed">Accounting</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-bus1" data-bs-parent=".accordionServices-bus">
                <div class="accordion-body">
                  <h6 class="service-type pt-2"> Tracking and reporting on your businesses financial transactions including income and expenses to guide budgeting and management of ongoing finances.</h6>
                  <p class="pb-2"><a class="generic-href-dark-green" href="#contactus">Click here to enquire about Accounting, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Asset Acquisitions &amp; Disposal</a></h6>
                  <p>Helping your business optimise tax benefits when acquiring or disposing of assets.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Bookkeeping</a></h6>
                  <p>Documenting and bookkeeping for your business financial activities.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Budgeting &amp; Financial Modelling</a></h6>
                  <p>Supporting your financial goals and objectives with budgeting and modelling.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Cashflow Forecasting &amp; Dashboard Reporting</a></h6>
                  <p>Improving your operational efficiency with cashflow forecasting dashboard reporting.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Forensic Accounting</a></h6>
                  <p>Using investigative techniques to uncover and evaluate potential financial crimes.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">General Purpose Financial Reporting</a></h6>
                  <p>Ensuring compliant operations with general purpose financial reporting.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Group Reporting &amp; Consolidations</a></h6>
                  <p>Helping you navigate complex matters around group reporting and consolidations.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Import &amp; Wholesale</a></h6>
                  <p>Proactively managing the issues arising from the import of wholesale products and services.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Personal Advice &amp; Structuring</a></h6>
                  <p>Optimising your business and personal financial position with personal services related to income advice and structuring.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Research &amp; Development</a></h6>
                  <p>Leveraging our deep expertise and experience in providing incentives that are available for Research and Development projects.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Significant Global Entities</a></h6>
                  <p>Supporting your unique requirements by meeting the specific obligations of being an SGE.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Xero Implementations</a></h6>
                  <p>Implementing Xero in your business, including integration, training and ongoing support.</p>
                </div>
              </div>
            </div>
            <div class="accordion-item">
              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus3" class="accordion-button collapsed">Advisory</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-bus3" data-bs-parent=".accordionServices-bus">
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                  <h6 class="service-type pt-2"> Customising specialist advice to ensure your business makes informed and value-focussed financial decisions.</h6>
                  <p class="pb-2"><a class="generic-href-dark-green" href="#contactus">Click here to enquire about Advisory, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Assisting Start-up Businesses</a></h6>
                  <p>Providing you with guidance and support when starting your own business.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Preparing Business for Sale &amp; Valuations</a></h6>
                  <p>Preparing your business for sale including business valuations.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Benchmarking</a></h6>
                  <p>Benchmarking your firm against similar businesses in your industry to identify best practice and opportunities.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Budget &amp; Cashflow Forecasting</a></h6>
                  <p>Improve your business financial performance with budget and cashflow forecasting.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Business Valuations</a></h6>
                  <p>Offering assessments of a company’s worth based on financial performance, market conditions, and future potential.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Due Diligence</a></h6>
                  <p>Count can assist your business with due dilligence to future acquistions.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Estate Planning</a></h6>
                  <p>Helping business owners with estate planning to give you additional peace of mind about the future.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Exit Strategy</a></h6>
                  <p>Developing exit strategies and recommending succession planning options for business owners.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Export &amp; Import Advice</a></h6>
                  <p>Understanding the implications of export and import on your business.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Family Law Valuation Reviews &amp; Tax Advisory</a></h6>
                  <p>Providing trusted and objective perspective for matters relating to family law valuation reviews and tax advisory.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">FBT Structure Review</a></h6>
                  <p>Optimising the structure of your fringe benefit tax structure with a detailed review and recommendation.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Franchising</a></h6>
                  <p>Unlocking the growth potential of your business by identifying cost-effective strategies, including possible franchising solutions.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Grant Applications</a></h6>
                  <p>Providing specialist expertise to develop and support your business grant applications.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Mergers &amp; Acquisitions</a></h6>
                  <p>Providing guidance on mergers and acquisition options when your business is looking to join another entity or save on production costs.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Small Business Restructuring</a></h6>
                  <p>Optimising performance for small business with restructuring strategy and implementation.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Strategic Planning</a></h6>
                  <p>Plan long-term goals, align resources, and set actionable steps to for financial success.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Virtual CFO Offering</a></h6>
                  <p>Providing access to Chief Financial Officer (CFO) skills for small to medium businesses without the capacity to employ one full-time. Our team has deep experience delivering the benefits of a Virtual CFO to unlock value and
                    relieve pain points to effectively assist the delivery of your business strategy.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Working Capital Management</a></h6>
                  <p>Supporting your business with working capital management.</p>
                </div>
              </div>
            </div>
            <div class="accordion-item">
              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus4" class="accordion-button collapsed">Audit and Assurance</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-bus4" data-bs-parent=".accordionServices-bus">
                <div class="accordion-body">
                  <h6 class="service-type pt-2"> Independently examining and assessing your business' financial records, internal controls and compliance with relevant laws and regulations.</h6>
                  <p class="pb-2"><a class="generic-href-dark-green" href="#contactus">Click here to enquire about Audit and Assurance, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">AFSL Audits</a></h6>
                  <p>Count can work with your business to deliver an independent audit report with adequate scope to cover regulatory requirements, ongoing compliance and details of any consequences of non-compliance.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Agreed Upon Procedures</a></h6>
                  <p>Helping your business with agreed upon procedures.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Educational Facility Audits</a></h6>
                  <p>Providing System reviews and audits through our national community.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Incorporated Association &amp; Club Audits</a></h6>
                  <p>Delivering specialist support with incorporated association and club audits.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Not-for-Profit Audits</a></h6>
                  <p>Delivering specialist support with not-for-profit audits.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Real Estate Trust Audits</a></h6>
                  <p>Delivering specialist support with real estate trust audits.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Solicitor Trust Audits</a></h6>
                  <p>Navigating solicitor trust audits.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Statutory Company Audits</a></h6>
                  <p>Navigating statutory company audits.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Law Society of NSW Trust Account Examiner</a></h6>
                  <p>Helping with Law Society of NSW trust account examinations.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Homeowners Warranty Compliance</a></h6>
                  <p>Supporting you with homeowner warranty compliance.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Maintenance of Investment Portfolio &amp; CGT Records</a></h6>
                  <p>Maintaining investment portfolio and capital gains tax records.</p>
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              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus7" class="accordion-button collapsed">Sector Expertise</button></h2>
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                <div class="accordion-body">
                  <h6 class="service-type pt-2"> Providing access to specialist advice across a range of industries and sectors.</h6>
                  <p class="pb-2"><a class="generic-href-dark-green" href="#contactus">Click here to enquire about Sector Expertise, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Industry Specialisation in Trades</a></h6>
                  <p>Supporting with specialist knowledge of the unique requirements of trade businesses.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Management Rights &amp; Accommodation</a></h6>
                  <p><span>Benefit from our unbiased, accurate and informative reporting, backed by hands on experience, to help you get the best price when buying or selling your Management Rights.&nbsp;</span></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Specialising in Building &amp; Construction</a></h6>
                  <p>Supporting with specialist knowledge of the unique requirements of building and construction, including QBCC licensing.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Specialising in Childcare</a></h6>
                  <p>Supporting with specialist knowledge of the unique requirements of childcare businesses.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Specialising in Food &amp; Hospitality</a></h6>
                  <p>Supporting with specialist knowledge of the unique requirements of food and hospitality businesses.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Specialising in Medical</a></h6>
                  <p>Supporting with specialist knowledge of the unique requirements of medical businesses.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Specialising in Not-for-Profit</a></h6>
                  <p>Supporting with specialist knowledge of the unique requirements of not-for-profit organisations.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Specialising in Professional Services</a></h6>
                  <p>Supporting with specialist knowledge of the unique requirements of professional services.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Specialising in Wine</a></h6>
                  <p>Supporting with specialist knowledge of the unique requirements of specialist wine businesses.</p>
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            </div>
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              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus8" class="accordion-button collapsed">Support</button></h2>
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                <div class="accordion-body">
                  <h6 class="service-type pt-2"> Supporting your business with services and advice including board and c-suite roles as well as people, process and technology.</h6>
                  <p class="pb-2"><a class="generic-href-dark-green" href="#contactus">Click here to enquire about Support, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Outsourcing Accounting &amp; Admin</a></h6>
                  <p>Supporting your business with accounting and administration outsourcing.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Board Governance</a></h6>
                  <p>Supporting your business with appropriate board governance advice.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Corporate Secretarial Services &amp; Reconstructions</a></h6>
                  <p>Supporting your business with corporate secretarial services and reconstructions.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Payroll</a></h6>
                  <p>Supporting your business with payroll services.</p>
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              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus2" class="accordion-button collapsed">Taxation</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-bus2" data-bs-parent=".accordionServices-bus">
                <div class="accordion-body">
                  <h6 class="service-type pt-2"> Planning, preparing for and submitting your business tax return as well as ongoing advice to ensure you remain compliant while receiving entitled benefits.</h6>
                  <p class="pb-2"><a class="generic-href-dark-green" href="#contactus">Click here to enquire about Taxation, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Capital Gains Tax</a></h6>
                  <p>Helping you to understand and comply with your business capital gains tax obligations.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Fringe Benefits Tax</a></h6>
                  <p>Ensuring compliance while optimising fringe benefit tax obligations for your unique requirements.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Income Tax Withholding Variations</a></h6>
                  <p>Helping your business with income tax withholding variations for your unique requirements.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">International Tax</a></h6>
                  <p>Navigating the world of international tax matters and finding dedicated solutions to potential issues.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Land Tax</a></h6>
                  <p>Navigating the complexity of matters related to land tax.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Payroll Tax</a></h6>
                  <p>Providing detailed and accurate calculation and reporting to ensure your business accurately delivers withholding and admittance of payroll tax.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Shareholder &amp; Partnership Agreements</a></h6>
                  <p>Assisting with tax planning by reviewing and implementing Shareholder and Partnership agreements.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Tax Consulting: Chartered Tax Adviser</a></h6>
                  <p>Providing your business with specialist support of Chartered Tax Adviser services.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Tax Effective Accounting</a></h6>
                  <p>Optimising your business tax obligations.</p>
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              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus5" class="accordion-button collapsed">Wealth</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-bus5" data-bs-parent=".accordionServices-bus">
                <div class="accordion-body">
                  <h6 class="service-type pt-2"> Wealth planning and advice for business owners.</h6>
                  <p class="pb-2"><a class="generic-href-dark-green" href="#contactus">Click here to enquire about Wealth, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Intergenerational Planning</a></h6>
                  <p>Handling the intricacies and sensitivities of intergenerational business planning.</p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Succession Planning</a></h6>
                  <p>Preparing you for the next chapter through our dedicated succession planning advice. We can also share expertise through our proven track-record of executing large-scale mergers and business sales.</p>
                </div>
              </div>
            </div>
            <div class="accordion-item">
              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus6" class="accordion-button collapsed">Wealth Advice</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-bus6" data-bs-parent=".accordionServices-bus">
                <div class="accordion-body">
                  <h6 class="service-type pt-2">
                  </h6>
                  <p class="pb-2"><a class="generic-href-dark-green" href="#contactus">Click here to enquire about Wealth Advice, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Class Super Specialist</a></h6>
                  <p>Advising you on your specific needs with Class super specialist support.</p>
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          <h2 class="entry-heading">Individual Services</h2>
          <div class="accordion accordionServices-ind">
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              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-ind1" class="accordion-button collapsed">Accounting</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-ind1" data-bs-parent=".accordionServices-ind">
                <div class="accordion-body">
                  <h6 class="service-type pt-2">Tracking and reporting on your individual financial transactions including income and expenses to guide budgeting and management of your personal finances. </h6>
                  <p class="pb-2"><a class="generic-href-light-green" href="#contactus">Click here to enquire about Accounting, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Asset Acquisitions &amp; Disposal</a></h6>
                  <p>Reducing your tax obligation when acquiring or disposing of assets.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Bookkeeping</a></h6>
                  <p>Documenting and bookkeeping your personal financial activities.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Budgeting &amp; Financial Modelling</a></h6>
                  <p>Budgeting your personal finances in a sound and realistic way according to your unique circumstances and give you financial peace of mind.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Crypto Currency</a></h6>
                  <p>Documenting your Crypto Currency related activities including classification, valuation, and transaction recording as well as providing recommendations around tax implications.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Private Rulings</a></h6>
                  <p>Engaging with the ATO on complex tax matters that may require a Private Ruling.</p>
                </div>
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              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-ind3" class="accordion-button collapsed">Self Managed Super Funds</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-ind3" data-bs-parent=".accordionServices-ind">
                <div class="accordion-body">
                  <h6 class="service-type pt-2">Helping you take control of your superannuation to deliver strong returns while remaining compliant. </h6>
                  <p class="pb-2"><a class="generic-href-light-green" href="#contactus">Click here to enquire about Self Managed Super Funds, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Limited Recourse Borrowing Arrangements</a></h6>
                  <p>Enabling asset purchase through Limited Resource Borrowing Arrangements.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Self-Managed Super Fund Advice</a></h6>
                  <p>Optimising and varying your investment portfolio inside your SMSF.</p>
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              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-ind2" class="accordion-button collapsed">Taxation</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-ind2" data-bs-parent=".accordionServices-ind">
                <div class="accordion-body">
                  <h6 class="service-type pt-2">Planning, preparing for and submitting your personal tax return as well as ongoing advice to ensure you remain compliant while receiving your entitled benefits. </h6>
                  <p class="pb-2"><a class="generic-href-light-green" href="#contactus">Click here to enquire about Taxation, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Capital Gains Tax</a></h6>
                  <p>Understanding and complying with your capital gains tax obligations.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Deceased Estate Tax &amp; Administration</a></h6>
                  <p>Helping you with deceased estate administration and ensuring tax compliance.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Deferred Tax</a></h6>
                  <p>Assisting you with updating the ATO with Deferred Tax Arrangements and Tax Variations.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Fringe Benefits Tax</a></h6>
                  <p>Maximising FBT arrangements available to you to benefit your financial position. </p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Land Tax</a></h6>
                  <p>Managing and complying with the land tax obligations relevant to your situation. We provide record-keeping and any further professional service assistance you may need in payment by the due date.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Non-Resident Tax Advice</a></h6>
                  <p>Advising individuals who are currently not residing in Australia or are temporary residents on Australian tax matters.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Property Investment</a></h6>
                  <p>Providing holistic property tax advice including managing taxation when holding and selling and optimal tax structures for holding property.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Tax Consulting: Chartered Tax Adviser</a></h6>
                  <p>Providing Chartered Tax Adviser services to individuals who require the highest level of specialist insight.</p>
                </div>
              </div>
            </div>
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              <h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-ind4" class="accordion-button collapsed">Wealth Advice</button></h2>
              <div class="accordion-collapse collapse collapse-accordionServices-ind4" data-bs-parent=".accordionServices-ind">
                <div class="accordion-body">
                  <h6 class="service-type pt-2">Providing advice to understand your current financial position and plan for the financial future you want. </h6>
                  <p class="pb-2"><a class="generic-href-light-green" href="#contactus">Click here to enquire about Wealth Advice, or one of the following specialist services <i aria-hidden="true" class="fas fa-arrow-right"></i></a></p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Cashflow &amp; Budgeting Advice</a></h6>
                  <p>Building effective savings strategies that help maximise your income and minimise your tax, by implementing regular savings plans to help you stay on track in meeting your lifestyle goals.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Centrelink Assistance</a></h6>
                  <p>Understanding your financial position to assess your eligibility for Centrelink assistance in retirement. We can help to assess your circumstances and provide the right advice on receiving Centrelink payments.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Defined Benefit Specialist</a></h6>
                  <p>Helping you understand and manage your defined benefit obligations and the overall impact on your superannuation.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Estate Planning</a></h6>
                  <p>Delivering a clear picture of the scope of your estate and advise you on the best plan to provide for your beneficiaries. We provide advice that helps minimise tax implications and protects beneficiaries including guardian
                    appointments, benefit nominees, trusts, and ongoing review of these arrangements.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Class Super Specialist - for non SMSF entities</a></h6>
                  <p>Expert services for non-SMSF entities, ensuring compliance, reporting accuracy, and optimal superannuation management.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Investment Portfolio Management</a></h6>
                  <p>Guiding your investment strategy with the provision of relevant and timely information. A Count financial adviser can explore the pros and cons of each asset class, assess why certain asset classes are more appropriate for
                    different types of investors and help tailor a plan to your unique circumstances.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Retirement Income</a></h6>
                  <p>Helping you understand the right solution for your income in retirement. This might include a regular retirement income stream such as an account-based pension or an annuity. Some retirees may also be eligible for an Age Pension
                    or other benefits from the Australian Government.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Transition to Retirement</a></h6>
                  <p>Determining the best approach for your transition to retirement strategy. This may give you more flexibility and allow you to take advantage of tax concessions to help you achieve the lifestyle and super balance you want.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Strategic Financial Advisory</a></h6>
                  <p>Preparing a strategic financial plan tailored to your unique goals and objectives, with recommendations on the right portfolio mix to suit your risk appetite and personal circumstances.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Succession Planning</a></h6>
                  <p>Succession Planning focuses on securing financial stability by preparing for the transfer of wealth, assets, and responsibilities to future generations, ensuring a smooth transition and protection of long-term personal financial
                    goals.</p>
                  <h6 class="service-name bullet-light-green"><a class="generic-href-light-green" href="#contactus">Aged Care</a></h6>
                  <p>Navigating the complexity of Home and Residential Aged Care. We can provide financial advice to ensure your assets and income are structured effectively, managing any changes to your pension payments and ensuring you have
                    sufficient income to support your lifestyle and care needs.</p>
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        <h2 class="entry-heading">Our People</h2>
        <div class="col-sm-12 p-2 col-md-0 col-md-3 text-center team-person ">
          <img class="img-fluid mask list-profile-pic" data-bs-toggle="modal" data-bs-target="#profile-overlay" data-ref-id="104468" src="/uploads/profilepic/104468.jpg"><span class="person-name">Barry Tang</span><span class="person-title">Managing
            Principal, CA</span><a href="https://www.linkedin.com/in/barry-tang-56787524/"><i aria-hidden="true" class="fab fa-linkedin-in"></i></a>
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          <img class="img-fluid mask list-profile-pic" data-bs-toggle="modal" data-bs-target="#profile-overlay" data-ref-id="104139" src="/uploads/profilepic/104139.jpg"><span class="person-name">Ian George </span><span
            class="person-title">Principal, CA, CTA, Registered Company Auditor</span><a href="https://www.linkedin.com/in/ian-george-04b82b2/"><i aria-hidden="true" class="fab fa-linkedin-in"></i></a>
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          <img class="img-fluid mask list-profile-pic" data-bs-toggle="modal" data-bs-target="#profile-overlay" data-ref-id="104543" src="/uploads/profilepic/104543.jpg"><span class="person-name">Gordon Zheng</span><span
            class="person-title">Principal, CPA</span><a href="https://www.linkedin.com/in/gordon-zheng-0921b68b/"><i aria-hidden="true" class="fab fa-linkedin-in"></i></a>
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          <img class="img-fluid mask list-profile-pic" data-bs-toggle="modal" data-bs-target="#profile-overlay" data-ref-id="104153" src="/uploads/profilepic/104153.JPG"><span class="person-name">Jeremy Guirguis</span><span
            class="person-title">Associate Principal - Financial Adviser. Authorised Representative of Count Financial Limited</span><a href="https://www.linkedin.com/in/jeremy-guirguis"><i aria-hidden="true" class="fab fa-linkedin-in"></i></a>
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        <h2 class="entry-heading pb-lg-5">Latest Media</h2>
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          <h3 class="entry-heading">2024 Federal Budget – Special Edition</h3><span>
            <p>On Tuesday 14 May, Treasurer Jim Chalmers handed down the Federal Budget for 2024/25, which was eagerly awaited given continued cost of living pressures and high interest rates impacting the financial situation of many Australians.</p>
          </span><a class="link-more-news pt-4" href="/count-north-sydney/news/2024-federal-budget---special-edition">Find out more <i aria-hidden="true" class="fas fa-arrow-right"></i></a>
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          <h3 class="entry-heading">Innovative Partner of the Year Finalist for FY24 Xero Awards</h3><span>Count North Sydney is delighted to have been named an Innovative Partner of the Year finalist in the FY24 Xero
            Awards!&nbsp;</span><a class="link-more-news pt-4" href="/count-north-sydney/news/innovative-partner-of-the-year-finalist-for-fy24-xero-awards">Find out more <i aria-hidden="true" class="fas fa-arrow-right"></i></a>
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          <figure><img class="img-fluid" src="/uploads/firms/image-library/746/f6c9d251-4e37-45f2-a3aa-7fda7da35871.png"></figure>
          <h3 class="entry-heading">CountPlus One rebrands to Count</h3><span>CountPlus One is rebranding to
            Count!</span><a class="link-more-news pt-4" href="/count-north-sydney/news/countplus-one-rebrands-to-count">Find out more <i aria-hidden="true" class="fas fa-arrow-right"></i></a>
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            <h2 class="bullet-white-medium">Community</h2>Connection to community and giving back is at the heart of our business.
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            <p>Connection to community and giving back is at the heart of our business. We have been a long time contributor to the Count Charitable Foundation and Cystic Fibrosis Australia.</p>
            <p>We also specialise in providing services to the not-for-profit sector, so is you are a charity or an organisation making a contribution to the North Sydney community or beyond,&nbsp;<a href="#contactus">contact us</a>, we would love to
              hear from you!</p>
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            <h2 class="bullet-white-medium">Contact Us</h2><span
              style="font-size:18px;line-height:20px;"><a class="contact-email" href="mailto:info@cp1.com.au">info@cp1.com.au</a><br><a class="contact-phone" href="tel:1300 360 186">1300 360 186</a>Count North Sydney<br>Suite 901, Level 9<br>77
              Pacific Hwy<br>North Sydney&nbsp;2060&nbsp;NSW<br>
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                <p><strong>Parking</strong></p>
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            <p><span style="font-size: 20px;">Our advisors are Authorised representatives of Count Financial Limited (AFSL No 227232).</span></p>
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                <em>"I have known and worked with Ian George for over 15 years. As our business has grown and evolved, Ian and his team have assisted us with various financial and compliance requirements. What impressed me when working with Ian is
                  that I always found him to be, proactive with his advice not afraid to ask the hard questions, when the situation demands. His warmth and professionalism make him the first person I turn to for advice, and I know that he find the
                  best solutions for my business and my family." -&nbsp;</em>Fitzroy C Schefffer,&nbsp;Managing Director, Precision Paper Solutions
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                <em>"The TEDxSydney Board of Directors would like express our heartfelt thanks for your involvement as an Event Contributor. We would like to acknowledge your support and creativity, the collaborative nature of our true partnership,
                  and the role that we are both playing in nurturing big ideas in Australia."</em>
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                <em>"I can’t thank you enough for all your help Ian. I continue to learn from you each time we spend together and I enjoy working with you."&nbsp; </em>Jeannie Nove Director, JCU Pty Ltd
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                <em>"Over the last 12 years, our experience with both Ian George and Siobhan Sada has been faultless, giving us the reassurance to know we are complying with the rules and regulations as a not for profit organisation."</em>
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                <em>"We were needed an in-house CFO to help guide the financial and strategic aspects of our business. By engaging your VCFO services we have been able to meet this need. This has allowed us to concentrate on delivering our services
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Text Content

 * About
   * About Count
   * Our People
 * Services
   * Business
   * Accounting
   * Taxation
   * Advisory
   * Audit and Assurance
   * Wealth
   * Actuarial
   * Finance and Lending
   * Training
   * Digital and IT Systems
   * Sector Expertise
   * Support
   * Individual
   * Accounting
   * Taxation
   * Self Managed Super Funds
   * Wealth Advice
 * Locations
   * Search locations
   * Western Sydney
   * North Sydney
   * Coolangatta
   * Gold Coast
   * Adelaide
 * Media
 * Shareholders
   * Share information
   * ASX Announcements
   * Annual Reports
   * Dividends paid
   * Governance
 * Join Count
   * Become an Equity Partner
   * Become an AFSL Member
   * A Career at Count
 * Contact
   * Head Office
   * Western Sydney
   * North Sydney
   * Gold Coast
   * Coolangatta

 * 
 * 
 * 

BUSINESS

 * Accounting
 * Taxation
 * Advisory
 * Audit and Assurance
 * Wealth
 * Actuarial
 * Finance and Lending
 * Training
 * Digital and IT Systems
 * Sector Expertise
 * Support

   INDIVIDUALS

 * Accounting
 * Taxation
 * Self Managed Super Funds
 * Wealth Advice




COUNT
NORTH SYDNEY

Count North Sydney (formerly known as CountPlus One) with a legacy of servicing
broader Sydney for 40 years, has established a reputation for excellence in
accounting, financial planning and wealth management. As part of Australia's
leading integrated accounting and wealth services network, we give our
clients the confidence to look ahead.


COUNT
NORTH SYDNEY

Count North Sydney (formerly known as CountPlus One) with a legacy of servicing
broader Sydney for 40 years, has established a reputation for excellence in
accounting, financial planning and wealth management. As part of Australia's
leading integrated accounting and wealth services network, we give our
clients the confidence to look ahead.

MERRY CHRISTMAS & HAPPY HOLIDAYS
 
Count North Sydney wishes you and your family a safe and happy festive season. 
Our Office will be closed from 12pm Friday 20 Dec 2024 and will reopen on Monday
6 January 2025

With a legacy of servicing broader Sydney for 40 years, Count North Sydney has
established a reputation for excellence in accounting, financial planning and
wealth management.

Our team’s specialisation spans across wealth strategy creation and
implementation, regulatory accounting and taxation compliance, outsourced
finance function (VCFO), and financial audit services.

We take pride in being a trusted confidante to clients from all walks of life,
from small business owners, retirees, to subsidiaries of global corporations,
providing personalised services to meet their unique requirements.

Our combination of financial and advisory services across a wide range of
clients and sectors offers you a dynamic perspective on your challenges and
opportunities, giving you the confidence to look ahead.  



BUSINESS SERVICES


ACCOUNTING

TRACKING AND REPORTING ON YOUR BUSINESSES FINANCIAL TRANSACTIONS INCLUDING
INCOME AND EXPENSES TO GUIDE BUDGETING AND MANAGEMENT OF ONGOING FINANCES.

Click here to enquire about Accounting, or one of the following specialist
services

ASSET ACQUISITIONS & DISPOSAL

Helping your business optimise tax benefits when acquiring or disposing of
assets.

BOOKKEEPING

Documenting and bookkeeping for your business financial activities.

BUDGETING & FINANCIAL MODELLING

Supporting your financial goals and objectives with budgeting and modelling.

CASHFLOW FORECASTING & DASHBOARD REPORTING

Improving your operational efficiency with cashflow forecasting dashboard
reporting.

FORENSIC ACCOUNTING

Using investigative techniques to uncover and evaluate potential financial
crimes.

GENERAL PURPOSE FINANCIAL REPORTING

Ensuring compliant operations with general purpose financial reporting.

GROUP REPORTING & CONSOLIDATIONS

Helping you navigate complex matters around group reporting and consolidations.

IMPORT & WHOLESALE

Proactively managing the issues arising from the import of wholesale products
and services.

PERSONAL ADVICE & STRUCTURING

Optimising your business and personal financial position with personal services
related to income advice and structuring.

RESEARCH & DEVELOPMENT

Leveraging our deep expertise and experience in providing incentives that are
available for Research and Development projects.

SIGNIFICANT GLOBAL ENTITIES

Supporting your unique requirements by meeting the specific obligations of being
an SGE.

XERO IMPLEMENTATIONS

Implementing Xero in your business, including integration, training and ongoing
support.


ADVISORY

CUSTOMISING SPECIALIST ADVICE TO ENSURE YOUR BUSINESS MAKES INFORMED AND
VALUE-FOCUSSED FINANCIAL DECISIONS.

Click here to enquire about Advisory, or one of the following specialist
services

ASSISTING START-UP BUSINESSES

Providing you with guidance and support when starting your own business.

PREPARING BUSINESS FOR SALE & VALUATIONS

Preparing your business for sale including business valuations.

BENCHMARKING

Benchmarking your firm against similar businesses in your industry to identify
best practice and opportunities.

BUDGET & CASHFLOW FORECASTING

Improve your business financial performance with budget and cashflow
forecasting.

BUSINESS VALUATIONS

Offering assessments of a company’s worth based on financial performance, market
conditions, and future potential.

DUE DILIGENCE

Count can assist your business with due dilligence to future acquistions.

ESTATE PLANNING

Helping business owners with estate planning to give you additional peace of
mind about the future.

EXIT STRATEGY

Developing exit strategies and recommending succession planning options for
business owners.

EXPORT & IMPORT ADVICE

Understanding the implications of export and import on your business.

FAMILY LAW VALUATION REVIEWS & TAX ADVISORY

Providing trusted and objective perspective for matters relating to family law
valuation reviews and tax advisory.

FBT STRUCTURE REVIEW

Optimising the structure of your fringe benefit tax structure with a detailed
review and recommendation.

FRANCHISING

Unlocking the growth potential of your business by identifying cost-effective
strategies, including possible franchising solutions.

GRANT APPLICATIONS

Providing specialist expertise to develop and support your business grant
applications.

MERGERS & ACQUISITIONS

Providing guidance on mergers and acquisition options when your business is
looking to join another entity or save on production costs.

SMALL BUSINESS RESTRUCTURING

Optimising performance for small business with restructuring strategy and
implementation.

STRATEGIC PLANNING

Plan long-term goals, align resources, and set actionable steps to for financial
success.

VIRTUAL CFO OFFERING

Providing access to Chief Financial Officer (CFO) skills for small to medium
businesses without the capacity to employ one full-time. Our team has deep
experience delivering the benefits of a Virtual CFO to unlock value and relieve
pain points to effectively assist the delivery of your business strategy.

WORKING CAPITAL MANAGEMENT

Supporting your business with working capital management.


AUDIT AND ASSURANCE

INDEPENDENTLY EXAMINING AND ASSESSING YOUR BUSINESS' FINANCIAL RECORDS, INTERNAL
CONTROLS AND COMPLIANCE WITH RELEVANT LAWS AND REGULATIONS.

Click here to enquire about Audit and Assurance, or one of the following
specialist services

AFSL AUDITS

Count can work with your business to deliver an independent audit report with
adequate scope to cover regulatory requirements, ongoing compliance and details
of any consequences of non-compliance.

AGREED UPON PROCEDURES

Helping your business with agreed upon procedures.

EDUCATIONAL FACILITY AUDITS

Providing System reviews and audits through our national community.

INCORPORATED ASSOCIATION & CLUB AUDITS

Delivering specialist support with incorporated association and club audits.

NOT-FOR-PROFIT AUDITS

Delivering specialist support with not-for-profit audits.

REAL ESTATE TRUST AUDITS

Delivering specialist support with real estate trust audits.

SOLICITOR TRUST AUDITS

Navigating solicitor trust audits.

STATUTORY COMPANY AUDITS

Navigating statutory company audits.

LAW SOCIETY OF NSW TRUST ACCOUNT EXAMINER

Helping with Law Society of NSW trust account examinations.

HOMEOWNERS WARRANTY COMPLIANCE

Supporting you with homeowner warranty compliance.

MAINTENANCE OF INVESTMENT PORTFOLIO & CGT RECORDS

Maintaining investment portfolio and capital gains tax records.


SECTOR EXPERTISE

PROVIDING ACCESS TO SPECIALIST ADVICE ACROSS A RANGE OF INDUSTRIES AND SECTORS.

Click here to enquire about Sector Expertise, or one of the following specialist
services

INDUSTRY SPECIALISATION IN TRADES

Supporting with specialist knowledge of the unique requirements of trade
businesses.

MANAGEMENT RIGHTS & ACCOMMODATION

Benefit from our unbiased, accurate and informative reporting, backed by hands
on experience, to help you get the best price when buying or selling your
Management Rights. 

SPECIALISING IN BUILDING & CONSTRUCTION

Supporting with specialist knowledge of the unique requirements of building and
construction, including QBCC licensing.

SPECIALISING IN CHILDCARE

Supporting with specialist knowledge of the unique requirements of childcare
businesses.

SPECIALISING IN FOOD & HOSPITALITY

Supporting with specialist knowledge of the unique requirements of food and
hospitality businesses.

SPECIALISING IN MEDICAL

Supporting with specialist knowledge of the unique requirements of medical
businesses.

SPECIALISING IN NOT-FOR-PROFIT

Supporting with specialist knowledge of the unique requirements of
not-for-profit organisations.

SPECIALISING IN PROFESSIONAL SERVICES

Supporting with specialist knowledge of the unique requirements of professional
services.

SPECIALISING IN WINE

Supporting with specialist knowledge of the unique requirements of specialist
wine businesses.


SUPPORT

SUPPORTING YOUR BUSINESS WITH SERVICES AND ADVICE INCLUDING BOARD AND C-SUITE
ROLES AS WELL AS PEOPLE, PROCESS AND TECHNOLOGY.

Click here to enquire about Support, or one of the following specialist services

OUTSOURCING ACCOUNTING & ADMIN

Supporting your business with accounting and administration outsourcing.

BOARD GOVERNANCE

Supporting your business with appropriate board governance advice.

CORPORATE SECRETARIAL SERVICES & RECONSTRUCTIONS

Supporting your business with corporate secretarial services and
reconstructions.

PAYROLL

Supporting your business with payroll services.


TAXATION

PLANNING, PREPARING FOR AND SUBMITTING YOUR BUSINESS TAX RETURN AS WELL AS
ONGOING ADVICE TO ENSURE YOU REMAIN COMPLIANT WHILE RECEIVING ENTITLED BENEFITS.

Click here to enquire about Taxation, or one of the following specialist
services

CAPITAL GAINS TAX

Helping you to understand and comply with your business capital gains tax
obligations.

FRINGE BENEFITS TAX

Ensuring compliance while optimising fringe benefit tax obligations for your
unique requirements.

INCOME TAX WITHHOLDING VARIATIONS

Helping your business with income tax withholding variations for your unique
requirements.

INTERNATIONAL TAX

Navigating the world of international tax matters and finding dedicated
solutions to potential issues.

LAND TAX

Navigating the complexity of matters related to land tax.

PAYROLL TAX

Providing detailed and accurate calculation and reporting to ensure your
business accurately delivers withholding and admittance of payroll tax.

SHAREHOLDER & PARTNERSHIP AGREEMENTS

Assisting with tax planning by reviewing and implementing Shareholder and
Partnership agreements.

TAX CONSULTING: CHARTERED TAX ADVISER

Providing your business with specialist support of Chartered Tax Adviser
services.

TAX EFFECTIVE ACCOUNTING

Optimising your business tax obligations.


WEALTH

WEALTH PLANNING AND ADVICE FOR BUSINESS OWNERS.

Click here to enquire about Wealth, or one of the following specialist services

INTERGENERATIONAL PLANNING

Handling the intricacies and sensitivities of intergenerational business
planning.

SUCCESSION PLANNING

Preparing you for the next chapter through our dedicated succession planning
advice. We can also share expertise through our proven track-record of executing
large-scale mergers and business sales.


WEALTH ADVICE

Click here to enquire about Wealth Advice, or one of the following specialist
services

CLASS SUPER SPECIALIST

Advising you on your specific needs with Class super specialist support.


INDIVIDUAL SERVICES


ACCOUNTING

TRACKING AND REPORTING ON YOUR INDIVIDUAL FINANCIAL TRANSACTIONS INCLUDING
INCOME AND EXPENSES TO GUIDE BUDGETING AND MANAGEMENT OF YOUR PERSONAL FINANCES.

Click here to enquire about Accounting, or one of the following specialist
services

ASSET ACQUISITIONS & DISPOSAL

Reducing your tax obligation when acquiring or disposing of assets.

BOOKKEEPING

Documenting and bookkeeping your personal financial activities.

BUDGETING & FINANCIAL MODELLING

Budgeting your personal finances in a sound and realistic way according to your
unique circumstances and give you financial peace of mind.

CRYPTO CURRENCY

Documenting your Crypto Currency related activities including classification,
valuation, and transaction recording as well as providing recommendations around
tax implications.

PRIVATE RULINGS

Engaging with the ATO on complex tax matters that may require a Private Ruling.


SELF MANAGED SUPER FUNDS

HELPING YOU TAKE CONTROL OF YOUR SUPERANNUATION TO DELIVER STRONG RETURNS WHILE
REMAINING COMPLIANT.

Click here to enquire about Self Managed Super Funds, or one of the following
specialist services

LIMITED RECOURSE BORROWING ARRANGEMENTS

Enabling asset purchase through Limited Resource Borrowing Arrangements.

SELF-MANAGED SUPER FUND ADVICE

Optimising and varying your investment portfolio inside your SMSF.


TAXATION

PLANNING, PREPARING FOR AND SUBMITTING YOUR PERSONAL TAX RETURN AS WELL AS
ONGOING ADVICE TO ENSURE YOU REMAIN COMPLIANT WHILE RECEIVING YOUR ENTITLED
BENEFITS.

Click here to enquire about Taxation, or one of the following specialist
services

CAPITAL GAINS TAX

Understanding and complying with your capital gains tax obligations.

DECEASED ESTATE TAX & ADMINISTRATION

Helping you with deceased estate administration and ensuring tax compliance.

DEFERRED TAX

Assisting you with updating the ATO with Deferred Tax Arrangements and Tax
Variations.

FRINGE BENEFITS TAX

Maximising FBT arrangements available to you to benefit your financial position.

LAND TAX

Managing and complying with the land tax obligations relevant to your situation.
We provide record-keeping and any further professional service assistance you
may need in payment by the due date.

NON-RESIDENT TAX ADVICE

Advising individuals who are currently not residing in Australia or are
temporary residents on Australian tax matters.

PROPERTY INVESTMENT

Providing holistic property tax advice including managing taxation when holding
and selling and optimal tax structures for holding property.

TAX CONSULTING: CHARTERED TAX ADVISER

Providing Chartered Tax Adviser services to individuals who require the highest
level of specialist insight.


WEALTH ADVICE

PROVIDING ADVICE TO UNDERSTAND YOUR CURRENT FINANCIAL POSITION AND PLAN FOR THE
FINANCIAL FUTURE YOU WANT.

Click here to enquire about Wealth Advice, or one of the following specialist
services

CASHFLOW & BUDGETING ADVICE

Building effective savings strategies that help maximise your income and
minimise your tax, by implementing regular savings plans to help you stay on
track in meeting your lifestyle goals.

CENTRELINK ASSISTANCE

Understanding your financial position to assess your eligibility for Centrelink
assistance in retirement. We can help to assess your circumstances and provide
the right advice on receiving Centrelink payments.

DEFINED BENEFIT SPECIALIST

Helping you understand and manage your defined benefit obligations and the
overall impact on your superannuation.

ESTATE PLANNING

Delivering a clear picture of the scope of your estate and advise you on the
best plan to provide for your beneficiaries. We provide advice that helps
minimise tax implications and protects beneficiaries including guardian
appointments, benefit nominees, trusts, and ongoing review of these
arrangements.

CLASS SUPER SPECIALIST - FOR NON SMSF ENTITIES

Expert services for non-SMSF entities, ensuring compliance, reporting accuracy,
and optimal superannuation management.

INVESTMENT PORTFOLIO MANAGEMENT

Guiding your investment strategy with the provision of relevant and timely
information. A Count financial adviser can explore the pros and cons of each
asset class, assess why certain asset classes are more appropriate for different
types of investors and help tailor a plan to your unique circumstances.

RETIREMENT INCOME

Helping you understand the right solution for your income in retirement. This
might include a regular retirement income stream such as an account-based
pension or an annuity. Some retirees may also be eligible for an Age Pension or
other benefits from the Australian Government.

TRANSITION TO RETIREMENT

Determining the best approach for your transition to retirement strategy. This
may give you more flexibility and allow you to take advantage of tax concessions
to help you achieve the lifestyle and super balance you want.

STRATEGIC FINANCIAL ADVISORY

Preparing a strategic financial plan tailored to your unique goals and
objectives, with recommendations on the right portfolio mix to suit your risk
appetite and personal circumstances.

SUCCESSION PLANNING

Succession Planning focuses on securing financial stability by preparing for the
transfer of wealth, assets, and responsibilities to future generations, ensuring
a smooth transition and protection of long-term personal financial goals.

AGED CARE

Navigating the complexity of Home and Residential Aged Care. We can provide
financial advice to ensure your assets and income are structured effectively,
managing any changes to your pension payments and ensuring you have sufficient
income to support your lifestyle and care needs.


OUR PEOPLE

Barry TangManaging Principal, CA
Ian George Principal, CA, CTA, Registered Company Auditor
Gordon ZhengPrincipal, CPA
Jeremy GuirguisAssociate Principal - Financial Adviser. Authorised
Representative of Count Financial Limited
View our team


LATEST MEDIA


2024 FEDERAL BUDGET – SPECIAL EDITION

On Tuesday 14 May, Treasurer Jim Chalmers handed down the Federal Budget for
2024/25, which was eagerly awaited given continued cost of living pressures and
high interest rates impacting the financial situation of many Australians.

Find out more


INNOVATIVE PARTNER OF THE YEAR FINALIST FOR FY24 XERO AWARDS

Count North Sydney is delighted to have been named an Innovative Partner of the
Year finalist in the FY24 Xero Awards! Find out more


COUNTPLUS ONE REBRANDS TO COUNT

CountPlus One is rebranding to Count!Find out more


COMMUNITY

Connection to community and giving back is at the heart of our business.


Connection to community and giving back is at the heart of our business. We have
been a long time contributor to the Count Charitable Foundation and Cystic
Fibrosis Australia.

We also specialise in providing services to the not-for-profit sector, so is you
are a charity or an organisation making a contribution to the North Sydney
community or beyond, contact us, we would love to hear from you!


CONTACT US

info@cp1.com.au
1300 360 186Count North Sydney
Suite 901, Level 9
77 Pacific Hwy
North Sydney 2060 NSW






Parking

Park in bays 24, 25, or 26 marked with the Count logo.



 

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FINANCIAL SERVICES GUIDE (FSG)

Our advisors are Authorised representatives of Count Financial Limited (AFSL No
227232).

Count North Sydney FSG V24.03.pdf
"I have known and worked with Ian George for over 15 years. As our business has
grown and evolved, Ian and his team have assisted us with various financial and
compliance requirements. What impressed me when working with Ian is that I
always found him to be, proactive with his advice not afraid to ask the hard
questions, when the situation demands. His warmth and professionalism make him
the first person I turn to for advice, and I know that he find the best
solutions for my business and my family." - Fitzroy C Schefffer, Managing
Director, Precision Paper Solutions
"The TEDxSydney Board of Directors would like express our heartfelt thanks for
your involvement as an Event Contributor. We would like to acknowledge your
support and creativity, the collaborative nature of our true partnership, and
the role that we are both playing in nurturing big ideas in Australia."
"I can’t thank you enough for all your help Ian. I continue to learn from you
each time we spend together and I enjoy working with you."  Jeannie Nove
Director, JCU Pty Ltd
"Over the last 12 years, our experience with both Ian George and Siobhan Sada
has been faultless, giving us the reassurance to know we are complying with the
rules and regulations as a not for profit organisation."
"We were needed an in-house CFO to help guide the financial and strategic
aspects of our business. By engaging your VCFO services we have been able to
meet this need. This has allowed us to concentrate on delivering our services to
our clients with the security of knowing our financial and accounting needs are
in the hands of professionals that we trust. Workforce Guardian looks forward to
continuing our relationship."
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© 2024 Count

   BUSINESS

 * Accounting
 * Taxation
 * Advisory
 * Audit and Assurance
 * Wealth
 * Actuarial
 * Finance and Lending
 * Training
 * Digital and IT Systems
 * Sector Expertise
 * Support

   INDIVIDUALS

 * Accounting
 * Taxation
 * Self Managed Super Funds
 * Wealth Advice

   LEGAL

 * Board Charter
 * Privacy Policy
 * Terms & Conditions
 * Whistleblower Policy

This website has been prepared by Count Limited (Count) ABN 11 126 990 832.
Count is listed on the Australian Stock Exchange. While care has been taken in
the preparation of this website, no liability is accepted by Count, its related
entities, agents or employees for any loss arising from reliance on the
information contained on the website. Count Financial Limited ABN 19 001 974
625, AFSL 227232 is a subsidiary of Count which authorises a network of
representatives and financial advisers. This website may contain general advice
which does not take account of your objectives, financial situation or needs.
You should talk to a financial adviser before making any financial decisions.