WHAT'S INCLUDED *

GST & BAS Preparation & Lodgement
Quarterly Business Review & Analysis
Tax Planning
Business & Entity Tax Return Preparation & Lodgement
Financial Statement Preparation & Lodgement with Accounts Presentation
Quarterly Management Meetings
Individual Tax Return Preparation & Lodgement
Fringe Benefits Tax Return Preparation & Lodgement
Annual Payroll & PAYG Payment Summary Preparation
Work Cover, Payroll Tax & Staff Super Support & Assistance
Tax Query Assistance
Corporate Secretarial Support
ADMINISTRATION
Xero Subscription
Access to MyKearney Online Client Portal
Ongoing Xero Support

STARTER

Summary
 
 
 
 
 
 
 
 
 
 
 
 

STANDARD

Detailed
 
 
 
 
 
 
 

ENHANCED

Detailed
 

CUSTOM

 

† All prices exclusive of GST and subject to change.

* Services subject to reasonable limits. Prices may vary based on the complexity of your circumstances.

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About Kearney Financial Planning


Since its foundation in 1998, Kearney Financial Planning has delivered holistic professional financial services and custom-tailored planning strategies.

We understand that no two people are the same, and this means the advice you receive should be as unique as you.  So, at the Kearney Group, we reject the traditional 'one-size-fits-all' approach to financial planning and instead, demand the delivery of individualised advice, specifically tailored to suit your needs.

Our integrated planning process draws on the expertise of professionals from across our practice, including our accounting and taxation affiliate, Kearney & Co.  This Collaborative Approach to strategy development allows us to cultivate a 360-degree view of your financial situation; past, present and future.

At the Kearney Group, our people are at the core of our service offering.  Our team understands that you live in the real world and want to deal with real people that you can trust, relate to and get along with.  Perhaps most importantly, we know how critical it is for us to truly understand you and your goals, and share your hopes for the future. 

Over the years, our firm's commitment to innovative service and tailored advice has been nationally recognised by both our licensee, Securitor Financial Group, and industry bodies like the Financial Planning Association of Australia and the Association of Financial Advisers.

Located in Abbotsford’s renowned Skipping Girl Vinegar warehouse, the Kearney Group employs approximately 50 finance professionals, specialising in:

Kearney Financial Planning

  • Strategic Financial Planning & Strategy Review Services
  • Strategic Investment Advice
  • Insurance & Protection Advice
  • Debt Finance & Mortgage Broking
  • Retirement & Estate Planning

Kearney & Co

  • Accounting
  • Taxation, Tax Management & Strategy
  • Business Development Advice & Strategy Services
  • Management Reporting & Internal Systems Development
  • Full-Suite Business Bookkeeping

 



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