Accounting for Financial Services Businesses | Be Better Off

Financial Services Tax & Advisory

Regulation in financial services moves fast — your financial foundations shouldn’t. At Kelly+Partners, we work with privately owned financial services businesses across Australia, providing specialist accounting, tax, and advisory support to help you stay compliant, minimise tax, and strengthen long-term financial security. From structuring and cash flow to growth planning and succession, our advice is as measured and personal as the business itself — giving you clarity and confidence in a complex, fast-moving industry.

Regulatory Compliance & Reporting

With ASIC, APRA, and AFSL obligations, staying compliant can be complex. We manage reporting requirements, licensing conditions, and regulatory updates so you stay ahead.

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Succession & Estate Planning

From corporate tax strategy to trust and partnership arrangements, we design structures that minimise tax, protect assets, and support long-term growth.

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Cash Flow & Capital Management

Tight liquidity and funding cycles create pressure. We forecast cash flow, optimise working capital, and build financial models to support sustainable growth.

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Profitability & Performance Insights

We go beyond the numbers, analysing P&L, KPIs, and cost structures to uncover where profits are strongest — and where efficiencies can be gained.

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Succession & Growth Planning

For family-owned or privately held firms, we guide succession planning, ownership transitions, and growth strategies to preserve value and secure the next generation.

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