Strategic3 Wealth Services.

Strategic Accountants and Business Advisors are experienced business, accounting and tax experts based in Surrey Hills. We are committed to building lasting relationships by taking the time to listen and understand the things that matter to you and by being authentic and proactive. We offer professional accounting and tax services – our team are all members of CAANZ and/or CPA Australia which means clients can feel safe in the knowledge that they are dealing with experts.

Who are we for?

Our clients range from individuals, families, investment trusts to SME businesses (trusts, partnerships, companies & sole traders). Our clients are engaged in various industries including medical, dental, professional services, building and construction, business and finance among others.

What are our Services?

We provide consulting and compliance services including income tax, Trusts, Division 7A, ASIC Compliance, GST, FBT, CGT (including eligibility for small business CGT concession), PAYG Instalment regime.

We provide advice on a range of business issues from planning, structuring and launching a new business, growing your business and can support you through the next stages of maturity and renewal. We can help your business with budgeting, cashflow reporting and forecasting.

We are part of Strategic Wealth Services group which gives our clients access to a team of financial planning and SMSF specialists and experts.

Jackie Wyatt – Senior Business Advisor & Accountant.

Website