Strategy
We can assist with the following strategic advice:
- Budgeting (including 3-way budgeting)
- Business structuring and establishment of entities
- Business strategy development
- Business coaching
- Data analytics
- Benchmarking
- Due diligence for business opportunities (e.g. mergers/takeovers)
- Business valuations
- Financial dashboard development
The key to achieving your business goals is obtaining proactive strategic advice, allowing you to move forward with confidence.
Please contact our team to discuss your strategic needs, and to obtain a quote for the provision of these services.
Superannuation (Financial Advice)
We can assist with strategic superannuation advice including:
- Superannuation contributions
- Superannuation pensions
- Establishing a self managed superannuation fund
- Closing a self managed superannuation fund
- Limited recourse borrowing arrangements
Superannuation advice is provided by CountPro Pty Ltd ABN 34 601 275 441 as a Limited Corporate Authorised Representative (ASIC No. 1292332) of Merit Wealth Pty Ltd ABN 89 125 557 002 Authorised Financial Services Licence No. 409361
The key to achieving your superannuation and retirement goals is sound financial advice. Please contact us for advice in relation to your superannuation requirements.
Head Office:
Merit Wealth Pty Ltd
GP Box 4463, Sydney
NSW 2001
Level 15, 115 Pitt St
Sydney NSW 2000
The information contained on this website/brochure/video/blog has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Accounting
We provide a full range of quality accounting and financial reporting services for businesses and business owners from bookkeeping assistance and management reporting through to general purpose financial reporting
Audit
Whether you are looking to manage your organisational risks or obtain assurance over your financial reporting, we can provide a range of expert and independent audit services to meet your needs.
Tax
We can take care of all of your taxation needs- from compliance activities, such as Activity Statements and Tax Returns, through to the provision of detailed technical advice on the tax implications of proposed business strategies.