Count
Adelaide

Count Adelaide has been providing accounting, taxation, business advisory and financial advisory services to Small to Medium Sized Business, Family Businesses, Self-Managed Super Funds and Individuals for more than 30 years. As part of Australia's leading integrated accounting and wealth services network, we give our clients the confidence to look ahead.

Count
Adelaide

Count Adelaide has been providing accounting, taxation, business advisory and financial advisory services to Small to Medium Sized Business, Family Businesses, Self-Managed Super Funds and Individuals for more than 30 years. As part of Australia's leading integrated accounting and wealth services network, we give our clients the confidence to look ahead.

Count Adelaide understands that each client is unique, which is why our team is Knowledgeable, Personable and Focused on providing advice and service that is not only of the highest quality, but also tailored to your specific needs. We are fully integrated between each facet of our business, providing you with a holistic and comprehensive service.  Our Directors and Principals are personally involved in all client engagements to ensure that we use our knowledge and experience to help you maximise your potential and achieve sustained growth and financial success.

Business Services

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.

Personal Advice & Structuring

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

Xero Implementations

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

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.

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.

Self Managed Super Fund Advice

Count can provide additional scope to optimise and vary your investment portfolio inside your SMSF.

Executor Assist (Deceased Estates)

Supporting your business with deceased estate executor services

Exit Strategy

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

FBT Structure Review

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

Small Business Restructuring

Optimising performance for small business with restructuring strategy and implementation.

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.

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

Maintenance of Investment Portfolio & CGT Records

Maintaining investment portfolio and capital gains tax records.

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.

Specialising in Agribusiness

Supporting with specialist knowledge of the unique requirements of agribusiness.

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 Professional Services

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

Specialising in Real Estate

Supporting with specialist knowledge of the unique requirements of real estate businesses.

Specialising in Transport

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

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.

Corporate Secretarial Services & Reconstructions

Supporting your business with corporate secretarial services and reconstructions.

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.

Tax Consulting: Chartered Tax Adviser

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

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.

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

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.

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.

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.

Fringe Benefits Tax

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

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.

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.

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.

Specialist Risk Advisers

Managing your investment risk by helping you to understand the trade-off between risk and return and how to manage investment risk. We can help assess your risk profile and identify the type and mix of investments that will best help you achieve your financial and lifestyle goals.

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.

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

Peter BurrowsManaging Director & Director - Taxation & Business Advisory
Helga BaxterDirector Financial Advisory, CFP®
Tony NaccarellaDirector - Taxation & Business Advisory, CA

Latest Media

September Economic and Market Overview

Welcome to the September Market WrapFind out more

Now & Next- Issue 20 - Spring 2024

Read the Spring issue of Now & NextFind out more

July Economic and Market Overview

Welcome to the July Market WrapFind out more

Contact

[email protected]
08 7100 5100Count Adelaide
315 Wakefield Street
Adelaide 5000 South Australia

Financial Services Guide (FSG)

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

COUNT-ADELAIDE-FSG.pdf