Compliance

Accounting, Taxation, Audit, Outsourced CFO, Regulatory

Accounting

  • Preparation of Financial Statements
  • Outsourced accounting division and CFO
  • Advice regarding Management Accounting
  • Accounting Department Improvement
    • Review of existing accounting functions
    • Selection, implementation and training of accounting software

Taxation

  • Companies
    • Tax effective planning
    • Compliance with Australian Taxation Law
    • Preparation & Lodgement of Company Taxation Returns
  • Partnerships
    • Tax effective planning
    • Preparation & Lodgement of Partnership Taxation Return
    • Compliance with Australian Taxation Law
  • Trusts
    • Tax effective planning
    • Compliance with Australian Taxation Law
    • Preparation & Lodgement of Income Taxation Return
  • Superannuation Funds
    • Setup
    • Preparation & Lodgement of Fund Taxation Return
    • Administration & Compliance
    • Audit
  • Individuals
    • Tax effective planning
    • Compliance with Australian Taxation Law
    • Preparation & Lodgement of Income Taxation Return
  • Taxation Advice
    • Goods & Services Tax
    • Compliance with GST Act
    • BAS assistance, preparation & Lodgement
    • Registration for GST, PAYG Withholding, FBT
  • Payroll Tax
    • Compliance with Australian Taxation Law
    • Calculation of Payroll Tax Liability
    • Preparation & Lodgement of Fringe Benefits Taxation Return
  • Land Tax
    • Identification and Calculation of Land Tax Liability
  • Fringe Benefits Tax
    • Tax effective planning
    • Calculation of Fringe Benefits Liability
    • Compliance with Australian Taxation Law
    • Preparation & Lodgement of Fringe Benefits Taxation Return
  • Stamp Duty
    • Identification and Calculation of Stamp Duty Liability
  • Government Incentive Programs
  • Research & Development
    • Identification and Calculation of R&D tax offset eligibility
  • Commercial Ready Grant
    • Identification and Calculation of CRG eligibility
  • Export Market Development Grant
    • Identification and Calculation of EMDG eligibility

Audit

Property Assurance Brochure [PDF]
  • Strata Plans
  • Trust Accounts
  • Property Outgoings
  • Companies (Private Non-Listed / Non-reporting Companies)
  • Due Diligence
  • Probity

Outsourced CFO

Outsourced CFO [PDF]
  • Statutory Reporting - data entry to financial statements
  • Management Reporting – budgets, cash flow, exception, forecasting / projections
  • Company Secretarial
  • Payroll
  • KPI Analysis and Development
  • Board Reporting

Regulatory

  • Management of ASIC & ATO relationship
  • Compliance with all ASIC & ATO requirements
  • Assistance with compliance with ATO tax audit

Advisory

Structuring, Strategy, Valuation, Broking

Structuring (Commercial & Taxation)

  • Companies, Partnerships, Trusts
    • Structuring for asset protection, income tax minimisation, CGT concessions & family law considerations
    • Professional Practice Service Trusts
    • Business Trading Trusts
    • Property Investment Trusts
    • Child Maintenance Trusts
    • Testamentary Trusts

Strategy

  • Short, medium and long term strategic planning
  • Porter Analysis
  • Market, Competitor Analysis
  • Lead Generation / Sales Strategy
  • Value Based (EVA) assesment
  • Supply Chain Analysis
  • Value Creation Process Documented
  • Cash Flow Analysis
    • Cash Flow projections for new businesses
    • Identification of critical cash flow issues
    • Identification of key performance indicators
  • Business Planning
    • Business start up advice
    • Effective structural advice
    • Implementation of controls and procedures
  • Budget Forecast Preparation
    • Process, Completion and Management
  • Contract/Viability Analysis
    • Evaluation
      • Contract documentation review
      • Lost benefit analysis
      • Negotiation, full secondment and/or assistance
      • Strategic 'best fit' analysis

Valuation

Valuations conducted for:
  • potential business purchases/sales
  • financial planning
  • taxation purposes
  • assistance with obtaining finance

Broking

  • Assistance with sourcing required parties for financial transactions
  • Assistance and negotiation for buying / selling businesses and other capital assets

Finance

Commercial, Home & Investment

Commercial

  • Commercial Finance
    • Full Document Loans
    • Asset Lending
    • Lo-Doc Commercial Loans
    • Full Service Facilities
    • Caveat Loans and 2nd Mortgages
  • Asset Finance
    • Finance Lease
    • Sale & Hire Back (for equipment)
    • Asset Purchase
    • Rental Agreement
    • Operating Lease
    • Master Finance Agreement
    • Chattel Mortgage
    • Consumer Loan
    • Novated Lease
    • Fleet Leasing
    • Insurance Premium Finance
    • Factoring - Invoice Discounting
  • Construction Finance
    • Residential Developments
    • Land Subdivision
    • Industrial and Commercial Projects
    • Land Banking
    • Take-Out Facilities
    • Mezzanine Funding
  • Venture Capital
    • sourcing and assistance in preparation of application to appropriate VC firms

Home

  • Professional Packages
  • Lines of Credit
  • Low & No Doc Loans
  • Foreign Currency Home Loans
  • No Deposit Home Loans
  • Reverse Mortgages
  • Construction and Development loans
  • Introductory (Honeymoon) Loans
  • Non residents Loans
  • Credit Impaired Loans
  • Deposit Bonds
  • Personal Loans

Investment

  • Margin Loans
  • Residential Investment Loans

Wealth

See http://www.kellypartners.com.au/fs

Creation, Protection, Estate

Creation

  • debt elimination and management (minimising non-deductible debt)
  • Savings and wealth creation strategies
  • Salary packaging
  • Self managed Superannuation Funds
  • Investment Strategies
  • Access to cash, fixed interest, property and share investments

Protection

  • Insurance Services
    • Full Insurance Review
    • Life, TPD, Income Protection, Trauma, Professional Indemnity, Key Person, General (House, Car etc)
    • Estate Planning
    • Superannuation and rollover investment vehicles and retirement strategies
    • Diversified and tax effective investment planning
    • Financial planning following redundancy

Estate

  • Government Benefit Advisory
    • effective structuring of access to maximum Government benefits
  • Superannuation Advisory
    • Investment Strategies
    • Self managed Superannuation Funds
    • Master Trust