Discover the KENNERLYS difference.
You can count on KENNERLYS to help build your family’s multi-generational wealth.

Self Managed Superannuation Funds (SMSF’s) offer you flexibility, control and investment choices. More and more people are choosing SMSF’s to meet their super investment requirements because SMSF’s give you the power of management to suit your circumstances and future.

However, the set-up and management of an SMSF and ensuring that it becomes compliant under Australian Taxation Office (ATO) regulations can be time consuming and confusing.

We can assist you with every aspect of SMSF’s including:

  • Ensuring that your SMSF is established correctly
  • Ensuring that your SMSF becomes compliant with ATO regulations
  • Preparation of annual financial statements
  • Preparation of annual tax returns
  • Auditing and lodgement with the ATO

But it doesn’t have to stop there. We like to get to know our clients and fully understand your needs, your dreams and your retirement goals. Quite often our superannuation services are complemented by discussions with your financial planner. We ensure that your retirement goals take into account the taxation laws and tax strategies surrounding SMSF’s, such as transitioning to retirement and achieving full retirement.

A cornerstone achievement in our Superannuation services is the continuing education we offer to clients in bi-annual workshops. This follows through with one-on-one planning on an annual basis to ensure clients understand their continuing role and responsibilities as trustees.

When you want Super that suits your future, you can count on Kennerlys.

Speak to Lejo or Sue now

Awards


2013 BRW Client Choice Awards

KENNERLYS was announced the Best Accounting Firm (Revenue: less than $50 million) in the 2013 BRW Client Choice Awards on Wednesday 13th March 2013.

Read more on KENNERLYS Awards

Our Clients

  • "I have been impressed by the level of assistance I have been given during the process of trying to improve my business, even in the face of difficulty and feel that I have always been made to feel valued as a client."

    Anon 2014 Client Survey
  • "I would like to thank you for providing The Factory with a Financial Management reporting system that gives us the tools to ensure we are capitalising on all areas of our business. We value the input and management skills you provide to us on an ongoing basis to assist us in maintaining our direction for the future."

    "Your knowledge of current trends and issues and management of our reporting processes are invaluable at our monthly meetings to ensure that we are following our plan for the future success of our company."

    Carol Taylor (Finance Manager, The Factory (Australia) Pty Ltd)
  • We have been dealing with Sue Peterson since 1992 and wouldn't go anywhere else - and she is always available prior to biz hours.

    Anon 2014 Client Survey