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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What Our Plans Address


Our financial plans always reflect and account for:

  • Your desired lifestyle, current spending patterns and projections for the future
  • The ‘big costs’ you’re likely to encounter (housing, vehicles, children, education etc)
  • Household budgets and cash flow management strategies
  • Employment plans and income targets
  • Investment management and superannuation strategy
  • Your need for personal insurances and asset protection
  • Loan facilities and debt structure
  • Tax position
  • Your wishes for retirement
  • Succession and estate planning
  • Legal matters including wills and powers of attorney
  • The expected progress of your plan (how and when financial targets will be realised)


The Kearney Group gave an in depth and very detailed financial plan, that helped me get myself organised and understand what I needed to do, when I needed to do it.


Alex Jones

With Us Since 2010

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