At Crosby Dalwood we’re not your “average” Accountants. Yes, we are committed to providing top quality personal service to all of our clients, just like other Accountants, but our specialty is working with business owners and individuals who want to achieve the following life goals:
- Improved business profit and cashflow
- Protection of your family’s financial assets
- Wealth creation for education, holidays and retirement
- Minimised taxation
- Reduced pressure and stress
We do this by:
- Implementing Asset Protection strategies for our clients, including establishing Family Trusts, Companies, and Self Managed Superannuation Funds
- Developing strategies to help business owners grow their business.
- Providing professional and tax-effective investment strategies for your hard-earned money to safely maximise your wealth.
- Helping you pay less tax with our professional tax structuring, advice and tax preparation services.
Our aim is to provide you with advice when you or your business needs it - not just when you ask for it.
We'll help you manage every aspect of your financial affairs, and because we establish a one-to-one relationship with each of our clients, our advice will be tailored for your situation.
Our flexibility and adaptability will ensure we can help you get the best results.
Below we have listed the services that we offer to our clients. This list is by no means exhaustive, and our team of friendly staff would be more than happy to take inquiries about services that you do not see listed.
| Business Services |
Specialist Services |
Taxation |
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- GST
- Income Tax
- Payroll Tax
- Stamp Duty
- Capital Gains Tax
- Forward Planning
- Fringe Benefits Tax
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| Financial Planning Services |
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- Investments *
- Retirement Planning *
- Wealth Protection *
- Home Loans *
- Property & Investment Loans *
- Debt Management *
- Equipment Finance *
- Superannuation *
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* Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited. Taxation and accounting services do not fall under Count’s AFSL