If you have, or if you’re thinking about, self-managed super fund, in conjunction with our financial planning team, we can help with:
- Advice on the benefits of an SMSF and whether it’s right for you
- Getting started – we’ll set you up with an SMSF
- Handling all regulatory and statutory paperwork and tax requirements
- Advice and management of tax effective contributions and income stream strategies
- Regular audits to ensure all obligations are met
- Borrowing to invest in your SMSF
Financial planning services provided as an Authorised Representative of Count Financial Limited. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232.
Three locations • One united front
Let’s chat
Three locations
One united front
Let’s chat
Coffs Harbour
Address
(PO Box 1122)
226A Harbour Drive
Coffs Harbour NSW 2450
AUSTRALIA
Phone
02 6651 5999
Macksville
Address
(PO Box 168)
7 Cooper St
Macksville NSW 2447
AUSTRALIA
Phone
02 6568 2300
Port Macquarie
Address
(PO Box 339)
14 Short Street
Port Macquarie NSW 2444
AUSTRALIA
Phone
02 6583 5377
