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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Personal Protection


We know that thinking about prolonged illness, disability or premature death is difficult. But should such a traumatic event arise, the complication of financial hardship only makes this experience even more distressing.

Ask us about how you can use your super to pay your insurance premiums.

At Kearney Financial Planning, our advisers will gently guide you through these challenging discussions and will facilitate the establishment of life, TPD and trauma insurances as required.  These extremely important lump-sum protections will help to cover your outstanding debts and financial responsibilities in the event of disability or death. When properly structured, these insurances should sustain your loved ones’ current standard of living.

As ever, our advisers will guide you through the wide range of options, ensuring you receive the kind of insurance best suited to your individual requirements, with the appropriate level of coverage.  Additionally, strategy can be applied to the taxation of premiums, helping you manage these important protections in a tax-effective manner.



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