Count
North Sydney

Count North Sydney (formerly known as CountPlus One) with a legacy of servicing broader Sydney for 40 years, has established a reputation for excellence in accounting, financial planning and wealth management. As part of Australia's leading integrated accounting and wealth services network, we give our clients the confidence to look ahead.

Count
North Sydney

Count North Sydney (formerly known as CountPlus One) with a legacy of servicing broader Sydney for 40 years, has established a reputation for excellence in accounting, financial planning and wealth management. As part of Australia's leading integrated accounting and wealth services network, we give our clients the confidence to look ahead.

With a legacy of servicing broader Sydney for 40 years, Count North Sydney has established a reputation for excellence in accounting, financial planning and wealth management.

Our team’s specialisation spans across wealth strategy creation and implementation, regulatory accounting and taxation compliance, outsourced finance function (VCFO), and financial audit services.

We take pride in being a trusted confidante to clients from all walks of life, from small business owners, retirees, to subsidiaries of global corporations, providing personalised services to meet their unique requirements.

Our combination of financial and advisory services across a wide range of clients and sectors offers you a dynamic perspective on your challenges and opportunities, giving you the confidence to look ahead.  

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.

Cashflow Forecasting & Dashboard Reporting

Improving your operational efficiency with cashflow forecasting dashboard reporting.

Forensic Accounting

Using investigative techniques to uncover and evaluate potential financial crimes.

General Purpose Financial Reporting

Ensuring compliant operations with general purpose financial reporting.

Group Reporting & Consolidations

Helping you navigate complex matters around group reporting and consolidations.

Import & Wholesale

Proactively managing the issues arising from the import of wholesale products and services.

Personal Advice & Structuring

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

Research & Development

Leveraging our deep expertise and experience in providing incentives that are available for Research and Development projects.

Significant Global Entities

Supporting your unique requirements by meeting the specific obligations of being an SGE.

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.

Preparing Business for Sale & Valuations

Preparing your business for sale including business valuations.

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.

Due Diligence

Count can assist your business with due dilligence to future acquistions.

Estate Planning

Helping business owners with estate planning to give you additional peace of mind about the future.

Exit Strategy

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

Export & Import Advice

Understanding the implications of export and import on your business.

Family Law Valuation Reviews & Tax Advisory

Providing trusted and objective perspective for matters relating to family law valuation reviews and tax advisory.

FBT Structure Review

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

Franchising

Unlocking the growth potential of your business by identifying cost-effective strategies, including possible franchising solutions.

Grant Applications

Providing specialist expertise to develop and support your business grant applications.

Mergers & Acquisitions

Providing guidance on mergers and acquisition options when your business is looking to join another entity or save on production costs.

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

AFSL Audits

Count can work with your business to deliver an independent audit report with adequate scope to cover regulatory requirements, ongoing compliance and details of any consequences of non-compliance.

Agreed Upon Procedures

Helping your business with agreed upon procedures.

Educational Facility Audits

Providing System reviews and audits through our national community.

Incorporated Association & Club Audits

Delivering specialist support with incorporated association and club audits.

Not-for-Profit Audits

Delivering specialist support with not-for-profit audits.

Real Estate Trust Audits

Delivering specialist support with real estate trust audits.

Solicitor Trust Audits

Navigating solicitor trust audits.

Statutory Company Audits

Navigating statutory company audits.

Law Society of NSW Trust Account Examiner

Helping with Law Society of NSW trust account examinations.

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.

Management Rights & Accommodation

Benefit from our unbiased, accurate and informative reporting, backed by hands on experience, to help you get the best price when buying or selling your Management Rights. 

Specialising in Building & Construction

Supporting with specialist knowledge of the unique requirements of building and construction, including QBCC licensing.

Specialising in Childcare

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

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 Not-for-Profit

Supporting with specialist knowledge of the unique requirements of not-for-profit organisations.

Specialising in Professional Services

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

Specialising in Wine

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

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.

Income Tax Withholding Variations

Helping your business with income tax withholding variations for your unique requirements.

International Tax

Navigating the world of international tax matters and finding dedicated solutions to potential issues.

Land Tax

Navigating the complexity of matters related to land tax.

Payroll Tax

Providing detailed and accurate calculation and reporting to ensure your business accurately delivers withholding and admittance of payroll tax.

Shareholder & Partnership Agreements

Assisting with tax planning by reviewing and implementing Shareholder and Partnership agreements.

Tax Consulting: Chartered Tax Adviser

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

Tax Effective Accounting

Optimising your business tax obligations.

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.

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.

Crypto Currency

Documenting your Crypto Currency related activities including classification, valuation, and transaction recording as well as providing recommendations around tax implications.

Private Rulings

Engaging with the ATO on complex tax matters that may require a Private Ruling.

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.

Self-Managed Super Fund Advice

Optimising and varying your investment portfolio inside your SMSF.

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.

Deferred Tax

Assisting you with updating the ATO with Deferred Tax Arrangements and Tax Variations.

Fringe Benefits Tax

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

Land Tax

Managing and complying with the land tax obligations relevant to your situation. We provide record-keeping and any further professional service assistance you may need in payment by the due date.

Non-Resident Tax Advice

Advising individuals who are currently not residing in Australia or are temporary residents on Australian tax matters.

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.

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

Phillip GranthamManaging Principal, CA, CPA
Adam HonePrincipal, Financial Planner, Authorised Representative Count Financial
Ian George Principal, CA, CTA, Registered Company Auditor
Gordon ZhengAssociate Principal, CPA
Barry TangBusiness Manager, CA

Latest Media

Innovative Partner of the Year Finalist for FY24 Xero Awards

Count North Sydney is delighted to have been named an Innovative Partner of the Year finalist in the FY24 Xero Awards! Find out more

CountPlus One rebrands to Count

CountPlus One is rebranding to Count!Find out more

Community

Connection to community and giving back is at the heart of our business.

Connection to community and giving back is at the heart of our business. We have been a long time contributor to the Count Charitable Foundation and Cystic Fibrosis Australia.

We also specialise in providing services to the not-for-profit sector, so is you are a charity or an organisation making a contribution to the North Sydney community or beyond, contact us, we would love to hear from you!

Contact Us

[email protected]
1300 360 186Count North Sydney
Suite 901, Level 9
77 Pacific Hwy
North Sydney 2060 NSW

Parking

Park in bays 24, 25, or 26 marked with the Count logo.