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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Risk & Protection Strategy


At Kearney Financial Planning, we believe that good advice includes a robust risk management plan that will protect you and your family in the event of an emergency.

When you engage with us, your advisers will assess your situation and ensure your income and assets are safe and secure.  As always, these recommendations are integrated, strategic and take into consideration your overarching goals and objectives.

In dealing with insurance, we look for blind spots in your current coverage and, using our sophisticated progress measurement tools, we can illustrate the effect injury, illness or death would pose to your financial plan and overall security.  In the event that you find you are un/under-insured, we are able to line up policies that suit your needs.

Further, our advisers will work closely with business owners and operators to identify and minimise the risks associated with their commercial ventures.

A well-rounded protection strategy ensures you are positioned in such a way that you can mitigate the dangers of:

  • Loss of income
  • Significant injury
  • Life-threatening or long-term illness
  • Untimely death
  • Commercial or business activity

For more information on our personal, income and asset insurance offering, please see our Protection & Insurance Services.



Personal finances, retirement planning and insurance weighs a lot on people's minds and for us that weight has been lifted.


Lorraine & Séamus Flynn

With Us Since 2011

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