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SWU Group

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SWU Group is a family-based financial services firm in Ultimo, Sydney, formerly known as Simon Wu & Co. It describes itself as a team of qualified professionals offering accounting, tax returns, company and trust formation and SMSF work, alongside financial planning, estate planning and credit advice.

Services from SWU Group

Tax

Accounting and tax returnsEstate planning

Business services

Company and trust formationTax adviceFinancial advisoryCredit advisory

Super and SMSF

Self-managed super fund

SWU Group's accounting team handles accounting and tax returns, company and trust formation, and self-managed super funds. Accounting is one of four divisions alongside financial advisory, estate planning and credit advisory. Estate planning covers wills, powers of attorney, enduring guardianship and testamentary trusts. Credit advisory covers home, investment property, commercial and equipment or vehicle loans. The team describes itself as qualified professionals.

Tips for visiting SWU Group

  • โœ“Fees aren't published on the website, so ring (02) 9211 0228 to ask for a quote before you commit.
  • โœ“If you'd rather write than call, email financialsuccess@simonwu.com.au with a short description of what you need.

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FAQ about SWU Group

Does SWU Group publish its fees?

Fees aren't published online, so ask for a quote by phone or email.

Does SWU Group have a Chinese-language website?

Yes, the website has a Traditional Chinese (็น้ซ”ไธญๆ–‡) version alongside English.

Is SWU Group a family business?

It describes itself as a family-based financial services firm, with more than 30 years of family experience.