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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
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 <span style="font-weight: 600;">the confidence to look ahead</span>.</p>
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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 <span style="font-weight: 600;">the confidence to look ahead</span>.</p>
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<a class="anchor" id="xmas"></a>
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<div style="text-align: center;"><strong>MERRY CHRISTMAS & HAPPY HOLIDAYS</strong></div>
<div style="text-align: center;"> </div>
<div style="text-align: center;"><strong>Count North Sydney wishes you and your family a safe and happy festive season. </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 <span style="font-weight: 600;">the confidence to
look ahead. </span>
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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 & 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 & 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 & 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 & 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 & 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 & 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 & 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">
<div class="accordion-body">
<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 & 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 & 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 & 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 & 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 & 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 & 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 & CGT Records</a></h6>
<p>Maintaining investment portfolio and capital gains tax records.</p>
</div>
</div>
</div>
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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 & 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. </span></p>
<h6 class="service-name bullet-dark-green"><a class="generic-href-dark-green" href="#contactus">Specialising in Building & 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 & 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>
</div>
</div>
</div>
<div class="accordion-item">
<h2 class="accordion-header"><button type="button" data-bs-toggle="collapse" data-bs-target=".collapse-accordionServices-bus8" class="accordion-button collapsed">Support</button></h2>
<div class="accordion-collapse collapse collapse-accordionServices-bus8" data-bs-parent=".accordionServices-bus">
<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 & 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 & 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>
</div>
</div>
</div>
<div class="accordion-item">
<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 & 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>
</div>
</div>
</div>
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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>
</div>
</div>
</div>
</div>
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<h2 class="entry-heading">Individual Services</h2>
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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 & 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 & 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>
</div>
</div>
<div class="accordion-item">
<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>
</div>
</div>
</div>
<div class="accordion-item">
<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 & 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>
<div class="accordion-item">
<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 & 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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<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="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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<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="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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<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="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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<a class="generic-button team-button btn btn-sm btn-primary " href="/count-north-sydney/aboutus" target="_blank">View our team</a>
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<h2 class="entry-heading pb-lg-5">Latest Media</h2>
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<figure><img class="img-fluid" src="/uploads/firms/Firm-NS/AuGov.jpg"></figure>
<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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<figure><img class="img-fluid" src="/uploads/firms/image-library/746/ee37de50-189d-406c-a774-432276ff9aaf.jpg"></figure>
<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! </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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<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, <a href="#contactus">contact us</a>, we would love to
hear from you!</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." - </em>Fitzroy C Schefffer, 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,
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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." </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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* 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. First name is required. Last name is required. Email is required.Email appears to be invalid A message is required. Submit 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." Previous Next © 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.