Multiple Offerings,
One Location
Your family office, go-to and facilitator of complete solutions.

Accounting & Compliance

The adding machines and neck-ties may be gone, but the nitty gritty of quarterly and annual lodgements remain. While we understand gathering tax information can seem time-consuming and low priority, we also know it doesn’t have to be. Call us and let KSR take your pain away. Our team has the technical knowledge and the friendly face, we keep pace with the legislation, and ask you the relevant questions to maximise your deductions and find innovative solutions. Phone, skype, email us, we can come to you, or drop in and meet with us; whichever fits your lifestyle.

  • Tax
  • Accounting
  • BAS / IAS / PAYG instalments
  • SMSF / SMSF Audits / Class Reporting
  • ASIC Corporate Secretarial Services
  • ATO Correspondence and Liaison

Most of us prefer refunds, but if you are silently dreading a payable, you need to know we can prepare now and postpone lodgement until the due-date. Have peace of mind knowing your actual situation, plus time to budget.

Bookkeeping & Finance

When running your own business, you’ll want to keep your mind on the job. You won’t want to waste time crunching the numbers and keeping the books when you could spend time doing what you love.
Let KSR support you: lean on the KSR in-house bookkeeping staff, let us analyse the raw data, suggest strategies, or ask us how we can help with a range of other advice and services:

  • Platform Shifts / Software Integration
  • Seconded Bookkeeper offerings
  • BAS / Payroll
  • Platforms & Apps / Add-ons
  • Online Stores
  • Budgeting
  • Cashflow / Forecasting

As Xero partners we recommend beautiful, cloud-based accounting. Xero is a simple, yet sophisticated accounting system very much suited to SME business. See your balances and cashflow in real-time, manage payroll, single-touch compliance, make automated bank reconciliations, pay bills, access anywhere, and have the potential for real-time advice based on up to the moment figures with minimal input. If your bookkeeping is not cloud-based, talk to us now about how it will benefit you, and how we can help you make the move.

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Wealth Management & Financial Planning

Boil it down, and we all do what we do to be successful and take care of our families. It’s simple, it’s clear, it’s paramount. For those starting out, or looking to consolidate and protect, the options are daunting, and the circumstances complex and constantly changing.

Surrounded by clouds of information on every screen, but unsure what advice to accept, and which questions you should be asking? Cut through the clamour. Our talented team can distil this information and help you devise and implement your plan, to best suit your needs and objectives.

  • Wealth Creation / Management
  • Investment Advice
  • Personal Wealth
  • Protection Cover / Risk Insurances
  • Self-Managed and Retail Superannuation, LRBA, Pension, and Strategy
  • Retirement Planning
  • Social Security Questions / Age Pensions
  • Aged Care Transition Advice

KSR financial planning needs are serviced by our Wealth Division comprising of KSR Private Wealth Pty Ltd, a Corporate Authorised Representative of The Complete Planner Pty Ltd ABN 48077994104, Australian Financial Services Licence No. 278161

 

Advisory & Business Services

Successful business is a marathon, not a sprint. Build for the long term with a strong vision and sound plans, paced by our relevant and timely advice. What stage is your business at? Whether you’re opening the doors, facing challenges, wanting to expand or diversify, moving online, needing to find funds, or looking to buy, sell, or keep it in the family, KSR can guide you through it all:

  • Management Accounting / Quarterly Reporting
  • Tax Planning
  • Structuring
  • Business Systems and Efficiency
  • Succession Planning
  • Valuations & Business Sales
  • Due Diligence & Business Purchase
  • R&D Tax Incentive
  • Export Development Grants
  • ATO Audits / Dispute Resolution

With annual compliance as a jumping-off point, KSR offers a range of advisory services to help your business define and achieve its short and long-term goals. We help clients ride the daily bumps and challenges to grow their business. We take a partnership approach with our clients and truly believe that your success is our success.

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Alliance partners

Complete your strategy with convenience and confidence. Our one stop offerings let us refer and connect you with partners across all aspects of the business and financial space. Discussed your plans, and need wills or agreements to reflect the tax considerations? Done your due diligence and need finance to make your offer? We can link you, or get all parties in the room, so that no details are lost in translation. Engage KSR and put yourself in touch with the expert resources you need:

  • Finance
  • Broking
  • Lawyers
  • HR Consultants
  • Digital Marketing
  • Applications / Contracts / Negotiations

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