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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Getting to Know You

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SMART Review Process


Life is always changing and to keep ahead of the curve, your financial plan will have to adapt to those changes – early and often.

During our SMART Review process, your advisers will examine and adjust your plan to ensure its ongoing suitability and effectiveness. 

Your SMART Review Process:

  • Ensures that changes to your goals and circumstances are appropriately addressed
  • Helps us accurately gauge your plan’s performance to date
  • Lets us clearly identify how you’re progressing towards your targets

So what does SMART stand for?

S: Strategy

Strategic components of your original plan (and subsequent amendments) are closely examined to ensure these elements have been properly implemented. During review, new strategy ideas are also considered.

M: Meetings and Measurement

Meetings

As with all relationships, to truly understand you, your advisers will require ongoing updates as your goals and personal circumstances change over the years.

As such, we require at least one scheduled face-to-face meeting per annum. As the complexity of your individual situation increases, so too will the frequency of your advisory meetings.

Measurement

Using our sophisticated progress measurement tools, we will chart your present financial position next to the trajectory of your financial plan. This important step provides a clear graphical illustration of your current situation and a visual record of how you are progressing toward long-term targets.

At review time, your plan is also adjusted to reflect movements in the Consumer Price Index (CPI) and ensure loan payments, investments, super contributions and salary changes all keep pace with inflation.

A: Adaptation

When changes in personal circumstances arise, financial plans may require adaptations to their strategic elements. At Kearney Financial Planning, we are never too busy to recast a strategy if necessary. Should this situation occur, your advisory team will meet with you to discuss pressing issues, present strategic alternatives, assess impact and then decide how to move forward.

R: Review and Reports

Review

Your Kearney Financial Planning advisory team will review your plan on an ongoing basis and recast your individual investment portfolios at least twice each year.

At review time, we also discuss other areas of strategic financial planning and your advisers will check the relevance and currency of your crucial documents (insurances, wills, powers of attorney…).

The Kearney Group’s portfolio performance is monitored on an ongoing basis and in-depth reviews take place several times each year.

Reports

You will be issued with first class reports related to your financial plan and investment portfolio.

Additionally, you will be provided with consolidated tax reports and a secure online ID with password, allowing you to track your investment and superannuation accounts at your leisure.

T: Tax

As required, your tax situation can be referred to our accounting affiliate, Kearney & Co to identify opportunities where tax position might be improved.



Featured News


Their regular, disciplined and structured SMART Reviews ensure that your financial plans remain current, rather than letting them become obsolete or outdated.


Shane McGrath

With Us Since 2001

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