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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Strategic Retirement Planning


At Kearney Financial Planning, we know how critical it is to be properly prepared for retirement.  As such, your advisers will begin discussing your post-employment needs and expectations, no matter how off retirement may seem.

As retirement looms, the complex and confusing task of arranging your financial affairs will undoubtedly become a central concern for you.  Our skilled advisers will work closely with you through this period, taking the worry out of retirement income and asset planning. 

By leveraging a number of strategic opportunities, we can help you ensure the second chapter of your life will be as exciting as the first.

Some of the strategic opportunities and considerations include:

  • Tax effective Allocated Pensions
  • Transition to Retirement Income Streams (TRIS)
  • Using the low-tax or no-tax superannuation environment to preserve retirement assets
  • Centrelink entitlements
  • Identifying income needs
  • Cash flow management
  • Housing needs and reverse mortgages


Featured News


The Kearney Group has been excellent in helping me plan for retirement... advice to help manage tax and protect my family as I get older was first class.


Max Smith

Retiree

With Us Since 1990

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