Personal & Business Accounting

Rendall Kelly offers a comprehensive range of accounting and taxation solutions for both individuals and businesses. We offer the highest level of service and welcome the opportunity to work with you.

Accounting & Taxation for the individual

Your Tax return can be complex and there are allowable tax deductions and expense claims that can be made that you may not be aware of. We can help you minimise your payable tax and potentially increase your tax return and ensure your tax return is lodged on time. We also offer advice on:

• Investment properties, tax and negative gearing.
• Tax & share investments.
• HELP (higher education loans) debts
• Superannuation advice
• Advice on setting up a self-managed super fund (SMSF)
• Late tax returns – we can help.
• Business Valuations

Business accounting

You concentrate on running your business and let Rendall Kelly take care of all your business accounting and taxation requirements.

• Accounting and bookkeeping
• Accounting software advice and assistance
• Business & company tax returns
• Taxation – GST & PAYE advice, BAS preparation
• Marshalls can liaise with the ATO on your behalf
• WorkCover: your obligations.
• Audit advice & audit insurance
• Superannuation for you and your staff.
• Business ‘start up’ advice
• Trust & company structures
• Business Insurance

Taxation

The implementation of effective tax strategies is an integral part of the financial planning process. Structuring the way in which you receive your salary, superannuation contributions, investments, risk and debt management can significantly minimise your tax implications and are an essential component of your wealth creation and retirement strategy.

At Rendall Kelly, we want you to accomplish your financial objectives in the most tax-efficient manner as other aspects of your financial plan become easier to implement when your tax liability is minimised.

Our strategies are tested, proven and successful. We offer a broad range of taxation advisory services including:

• Income Tax
• Capital Gains Tax (CGT)
• Superannuation & Transition To Retirement
• Salary Packaging and Fringe Benefits Tax (FBT)
• Land Tax and Stamp Duty

There are numerous tax-effective financial planning strategies that may be appropriate for your circumstances and enhance your tax, retirement and wealth objectives. Contact the team at Rendall Kelly to discuss the possibilities.

Business Advisory

Helping our clients grow, strengthen and develop their businesses is our main aim. Whether small, medium or large receiving expert help in areas such as strategy development, management accounting, cost analysis and budgeting is very important to attaining a business’s short and long objectives.

Our aim is to enable you and your business to maximise potential and profitability. We do this by providing the highest level of technical and commercial solutions to resolve issues that might impair the attainment of these outcomes.

We also have particular expertise in advising our private clients with family succession strategies that allows for the effective transfer of wealth to future generations.

Our expertise and time will help you attain your goals.

We specialise in the following:

• Corporate Structure
• Strategy development and facilitation
• Strategic board and management reporting
• Budget preparation and review
• Updating your business plan
• Business value maximisation
• Cash flow and profitability
• Business succession planning and implementation
• Business valuations for acquisition or sale
• Estate planning
• Asset protection structuring

Superannuation

Superannuation is principally a tax-effective mechanism of saving for your retirement. For many of us, it may be the largest asset we own, apart from our homes.

With numerous contribution options, Superannuation can become a complex and overwhelming area. At Rendall Kelly, we endeavour to create an optimal strategy to make the most of the tax concessions, financial incentives and rebates available to help you build a nest egg which achieves your desired lifestyle in retirement.

We can assist you with comprehensive and tailored advice on:

• Employer Super Guarantee Contributions
• Concessional Contributions
• Salary Sacrificing
• Spouse Contributions
• Co contributions
• Consolidating Super
• Self-employed Deductible Contributions
• Self-employed or Not Working After Tax (non-deductible) Contributions
• Beware of the caps

Be it consolidating your superannuation accounts, boosting your contributions, understanding the superannuation contributions limits for the financial year or developing a plan to prepare you for your eventual retirement, our accountants can help you.

Corporate Secretarial

Communication and effective administration are essential elements of a successful organisation. Regardless of the size of your business, we are ready to support you with a team of highly qualified secretarial and support staff.

Our services include:

• Assistance with Meetings of Directors and Shareholders including preparation of minutes of meetings
• Company Formation Advice and Purchase of shelf companies
• Conduct Company Searches
• Lodgement of Statutory Documents with Australian Securities and Investments Commission (ASIC)
• Maintenance of Company Statutory Records
• Provide Registered Office Facilities
• Register Business Names (ASIC)

At Rendall Kelly we can provide a wide range of services that ensure your business remains compliant and up to date with all regulatory needs and requirements. Contact us today to discuss how we can work together: (02) 9687 1899 or email@rendallkelly.com.au

Accounting Videos

Secure File Transfer

General Calculators

Please enjoy the links to these free tools supplied by MoneySmart - a great resource for general financial information. Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

Useful Links

Tax Resources

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Accounting Software

Tax Diary

Tax Deductions by Job