Strategic Edge Financial Services | Financial Service Solutions


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Service List

Wealth & Business Advisory

Financial Structure review & recommendations
Investment Portfolio Management
Superannuation, including Self Managed Funds
Business Structuring & Planning
Business Disposals & Acquisitions
Succession & Estate Planning

Taxation Consulting & Statutory Compliance

Taxation Planning & Strategy Reviews
Workcover, Payroll Tax & GST
Capital Gains Tax
Return Preparation & Corporate Secretarial
Finance,Asset Financing including Leases, HP's & Chattel Mortgages, & Loans including Residential/Business & Commercial Property

Risk Management & Insurance, & Audit & Assurance

Current Policy Reviews & Recommendations
Insurance Portfolio Recommendations
Term Life, Total & Permanent Disability, Trauma and Business Expenses
Audit Services - Self Managed Superannuation Funds
Risk Review and Response Consulting

Management Reporting & Benchmarking Analysis

Budgeting & Cashflows
Performance Benchmarking
Financial Analysis
Information Systems Analysis
Systems Evaluation and Restructuring
Business Process Analysis

Point Cook & Sanctuary Lakes Accounting is an Authorised Representative of Count. 'Count' is the trading name of Count Financial, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.