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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Portfolio Management Overview


Since inception, Kearney Financial Planning’s portfolios have yielded consistent out-performance of market benchmarks. See our Investment Performance here.

Since 1998, Kearney Financial Planning has offered high quality portfolio services that take an active approach to investment management, both inside and outside the superannuation environment.

Our team of skilled advisers design and oversee both Direct Share and Managed Fund portfolios and support the needs of both new and seasoned investors.

As always, our first priority is your overall wellbeing and financial security.  So in response, we’ve developed portfolio services that are as flexible and customisable, as they are innovative and profitable.  This means that your portfolio and investment strategy will always reflect your individual needs, personal risk tolerance and overarching financial objectives, while generating competitive returns.



In these uncertain economic times, we're confident that the Kearney Group team has the necessary expertise to implement the right strategies and obtain the best results for our portfolio.


Roger & Maureen Jeans

With Us Since 2011

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