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 479)
133 West High St
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)
Level 1, 147 Gordon St
Port Macquarie NSW 2444
AUSTRALIA

Phone

02 6583 5377