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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Structure & Tax Strategies


It’s not just what you’re invested in that makes the difference; how your investments, assets and debt facilities are organised makes a world of difference too.

Kearney Financial Planning advisers will use their skills and call on the specialist tax knowledge of our accounting affiliate, Kearney & Co, to develop strategies that will help you achieve outstanding results.

Our team will:

  • Address the good-debt/bad-debt equation and ensure your debt is made as tax-deductible as possible
  • Locate tax-effective income streams and deductions
  • Identify opportunities to use ownership structure to optimise after-tax returns

As always, your advisers’ recommendations will always be clear, straightforward and focused on improving your current financial situation.

Identify, Clarify, Justify, Improve



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