Our deep roots support strong, innovative financial solutions

We’ve developed our traditional auditing and accounting practices into innovative, client-focused services that fit within our Four Stages of Financial Success.

Our flexibility, proactive approach and adaptability mean we can help you achieve outstanding results. You will work directly with a partner and a senior accountant – you’ll always have direct access. We also aim to provide you with advice when you need it – not just when you ask for it.

The Four Stages of Financial Success

The Kennas Way packages the services you need to deliver agreed actions and benefits, whether you’re looking for a lighter touch fewer times in the year, right through to personalised business coaching and an on-call CFO. Whatever you decide, your Kennas partner understands the four stages of financial success and works alongside you to achieve them.

What Can We Help You Achieve?

Maximise Profit

Every hard-earned dollar is reward for your effort.

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Maximise Profit – You’ve earned it

Get your business structured right, get your systems working for you, and get your financial facts at your fingertips. Reduce stress to a minimum so that you make focused, informed decisions to keep your business profitable.

Services that support you:

Strategic business planning

Kennas has advised thousands of businesses on successful strategy and practice over our 120-plus years of operation. We bring expertise, passion and a holistic management and a passion to see your business exceed your dreams.

Management accounting

More than offering the full suite of management accounting services, at Kennas we want you to be in control of your finances. Make confident business decisions based on accurate and timely management reporting and forecasting – we’ll teach you how.

Grow your business profits

We want your business to deliver major rewards – control, flexibility, money and lifestyle. But without careful planning and time management, it can become a complex chore.

We can act as your part-time CFO, giving timely advice and assistance for all aspects of business improvement and decision-making. The results – more time and money to fund your lifestyle.

Board of advice

Sometimes you can’t see the forest for the trees. An advisory board is an informal group of local business professionals who can help you run your business better.

A well-chosen and empowered board of advice can be a significant positive influence and a great time-saver. Rather than talking to each member separately, your board will tackle issues from all angles, bringing the power of synergy to give you insights into what you could or should do and bringing an element of ‘corporate governance’ to ensure that everyone is accountable and achieving set outcomes.

Kennas can assist in designing the board structure and running meetings regularly to achieve your business goals.

Buying and selling a business

Thinking of purchasing? It makes sense to get professional advice about choosing the right business, paying the right price, protecting yourself from the major pitfalls, and protecting your personal assets from business risks as much as possible. We can help.

Time to sell? We know your business is a major asset – it may fund your retirement as well. It’s imperative to present it to the market in the best shape possible, while minimising tax liability and taking care of your employees and goodwill. Talk to us about your options.

Xero

We admit it. We’re Xero nerds. But as Xero Gold partners, our extensive experience and enthusiasm will stand you in good stead when it comes to getting your staff trained and making full use of Xero’s award-winning best practice business and accounting software.

Let all the benefits of cloud accounting save you time and money when you set up your systems correctly. We can help you at all points of the setup process, as well as providing ongoing advice and assistance.

Minimise tax

No one enjoys a tax bill

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Minimise tax – Our proactive approach to tax planning keeps cash in your pocket

Tax legislation and regulation is very complex and constantly evolving. Our highly experienced and knowledgeable team works with you to deliver understandable strategies and solutions.

We ensure tax liabilities are minimised and opportunities maximised, all while maintaining total compliance with all returns.

Services that support you:

Tax planning and advice

No surprises please! We believe you need to be forewarned about future tax liabilities and well-educated in managing your tax affairs. And of course, you should minimise your liabilities as much as legally possible.

Whether employee or employer, we introduce you to a range of possible strategies best suited to your unique circumstances, and help you take action at the right time.

Tax and GST compliance

Yes, tax regulations are complex and not getting any easier. At Kennas we unravel the rules to train you in preparing your own returns efficiently and effectively. We can also tailor our services to just the trickier parts right through to lodging all returns for you 100% correctly and on time, with all possible minimisation.

Protect your assets

Leaving a strong legacy is possible

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Protect your assets – Net worth is the name of the game

Whether you’re a business owner or at the stage of life where your assets and investments are bearing fruit, you’ll want to protect your gains. We can help with strategic services, tax management, insurances and adding to the value of your net worth with investment advice and financial planning services.

Services that support you:

Financial planning

Our expert financial planners know that this is not a one-time exercise, and there’s no one-size-fits-all solution. Your goals and aspirations change as life unfolds, and we’re ready to partner with you at every stage.

At our initial obligation and cost-free meeting, we’ll get to know you and investigate the range of options that may suit you. Our level of support and interaction is totally variable – we succeed when you succeed.

Asset protection and estate planning

Your net worth or your business’s value is growing well. But you’d hate to see your hard work go to someone not of your choosing. It can and does happen, so we’re here to help ensure your wealth stays where you want it, now and for the next generation. Don’t put it off – protection is always better than litigation.

Insurances

Never important – until they are! We want to see our clients fully insured – but not over or under-insured. Our personalised needs analysis takes your entire financial situation into account.

If something changes in your life – it might be personal circumstances, changing employment status or financial considerations, it’s also time to revisit your levels of insurance. Our specialist team can set you up for perfect peace of mind.

Self-Managed Superannuation Funds

Kennas specialist self-managed superannuation team advises you on all aspects of setting up or operating your own superannuation fund. We also handle all the administrative and compliance work, meaning all your tax and accounting is kept in one place.

It’s vital to get solid advice before setting up a self-managed superannuation fund. It’s important to understand they are not for everyone. Call us to talk about it, so we can help you make the right decision for your retirement savings.

Succession planning

Any action where you exit a business needs a succession strategy – it could be family members taking over, selling the business or an orderly close-down. Not your everyday conversation, but an important aspect to consider and decide ahead of time. Plan to talk with us soon to ensure you’ll be able to leave with a smile and walk into a bright future that you choose.

Plan for the future

Play the long game

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Plan for the future – Your golden years shouldn’t be any other colour

The future starts today. Whether you’re starting out or further along on your journey, our team will work with you to set you up for the brightest future you can imagine. The sooner you start, the sooner you can get there.

Financial planning

Our expert financial planners know that this is not a one-time exercise, and there’s no one-size-fits-all solution. Your goals and aspirations change as life unfolds, and we’re ready to partner with you at every stage.

We’ll get to know you and investigate the range of options that may suit you. Our level of support and interaction is totally variable – we succeed when you succeed.

Wealth protection

Hardship and tragedy are always a curve ball in life, but it’s easier to cope if you’re confident that you and your family are protected.

Kennas can help you keep away from situations that may cause financial hardship, personally or in your business. We can also advise on insurances against most risks, and quarantine strategies that can separate and mitigate risk.

Self-Managed Superannuation Funds

Kennas’ specialist self-managed superannuation team advises you on all aspects of setting up or operating your own superannuation fund. We also handle all the administrative and compliance work, meaning all your tax and accounting is kept in one place.

It’s vital to get solid advice before setting up a self-managed superannuation fund. It’s important to understand they are not for everyone. Call us to talk about it, so we can help you make the right decision for your retirement savings.

Estate planning

Your net worth or your business’s value is growing well. But you’d hate to see your hard work go to someone not of your choosing. It can and does happen, so we’re here to help ensure your wealth stays where you want it, now and for the next generation. Don’t put it off – protection is always better than litigation.

Succession planning

Any action where you exit a business is a succession strategy – it could be family members taking over, selling the business or an orderly close-down. Not your everyday conversation, but an important aspect to consider and decide ahead of time.

Plan to talk with us soon to ensure you’ll be able to leave with a smile and walk into a bright future that you choose.

Aged Care planning and advice

It’s not easy to place a loved one in aged care or to contemplate such a move for yourself. It’s difficult to understand – just working through the financial implications can be overwhelming.

Complex criteria, large amounts of information and constantly changing rules add to the confusion. At a time when emotions are running high you need a clear head to decide on the best possible care, while balancing that with the optimal financial outcome. Kennas can help with every part of the process.

Call us today on (07) 4924 9100
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