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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Your Information

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Managed Fund Portfolios


At Kearney Financial Planning, our managed fund portfolios are highly diversified across asset sectors and fund managers.

To ensure you get the most out of your investments, portfolios are realigned to current and predicted market conditions at least twice a year, and more regularly when necessary.

Why a Kearney Financial Planning Managed Fund Portfolio?

  • Since our inception, Kearney Financial Planning’s managed fund portfolios have yielded consistent out-performance of market benchmarks.  Feel free to review our Investment Performance* for more information.
  • We have access to over 600 Australian and International Funds across all asset sectors (Equities, Property, Fixed Interest and Cash).
  • All funds are of investment grade and recommended by industry leading research bodies.
  • In addition to industry research, Kearney Financial Planning conducts its own independent research to filter the universe of funds down to a preferred list.
  • We only select fund managers who demonstrate a history of excellent investment performance and whose mandate is in accordance with the market and economic outlook of our firm.


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