Kennerlys

关于

摘自事务所官网的自我介绍

• Commenced in West Perth on 15 June 1990
• Registered with the Tax Practitioners Board since 1996
• Lejo Ouwendyk FCPA, Managing Director since 2006
• Twelve people at 37 Ord Street

服务

• Tax advice and compliance

  A proactive approach to managing tax affairs, with planning advice provided on an ongoing basis and a strong focus before the end of the financial year. Compliance work prepares returns for individuals, sole traders, partnerships, joint ventures, fixed and non-fixed trusts and companies, and covers fringe benefits tax, goods and services tax, pay as you go and capital gains tax.

• Bookkeeping

  Complete day-to-day bookkeeping for a business, in-house or as ad-hoc support at your premises, using any software package — yours or the practice's. The same team handles management accounting, business analysis and cashflow reporting.

• Virtual CFO

  An adviser carrying the finance function without the cost of an in-house chief financial officer: a background in finance, accounting, tax and cashflow planning, commercial experience running a business, and access to specialists in banking, legal and strategic planning.

• Enterprise development

  A review of your operation against a globally adopted business excellence framework: the key drivers for growth and profitability, the performance indicators to measure progress by, and an action plan with a reporting methodology that keeps the review going.

• Structuring and corporate secretarial

  Advice on the legal structure a business should operate in — partnership, company, family trust, unit trust or a combination — with the benefits and risks of each set out. For every company the practice establishes, it provides a corporate secretarial service for the ongoing ASIC obligations.

• Family business

  A specialised range of professional services developed for the family business market, on the understanding that working with a family business calls for a particular level of understanding and trust — the future of the family is invested in the business.

• Retirement, risk and estate planning

  Retirement planning across the sources likely to contribute to your income in retirement, insurance weighed against your financial position and lifestyle requirements, and estate planning conversations about control, equity and fairness — including attorney and guardianship powers and health directives.

• Investment and portfolio management

  An investment committee guided by specialist asset consultants, meeting quarterly, with individually tailored portfolios reviewed regularly against the framework the firm publishes — asset allocation as the key driver of returns, independent research, effective diversification, and the impact of tax and costs on performance.