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 Services

We offer a complete range of audit services including:

• Statutory audits
• Risk assessment audits
• Finance security audits
• Due diligence and business acquisitions
• Special purpose audits
• Investigative and forensic accounting
• Internal audits

Kelly Partners' auditors can also provide:

• Internal control reviews
• IT control reviews and audits
• Reviews of Australian International Financial Reporting Standards (IFRS) compliant processes

and calculations

• Adequacy of budget and forecasting processes
• Taxation
• Adequacy of disclosure reviews

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