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

Transition to Retirement Strategies

Kennerlys Private Wealth will help calculate how much you need to retire on and if you are on track to meet your financial goals, taking into consideration tax effective strategies and income stream solutions.

Our strategies will help you:

  • Organise your affairs to minimise tax by working with your Kennerlys accountant to take advantage of the latest tax strategies
  • Maximise Centrelink payments
  • Maximise the benefits of your superannuation concessions

Retirement & Social Security

We will assist you to determine if you are eligible for Social Security and maximise your position for a government pension income. We will also look at your eligibility for Seniors Health Card and keep you informed of all the changes that are announced and how to prepare for them. Initially we can help you with completing forms and co-ordinating with a caseworker, and from there it may only be annual updates that are required. Most Centrelink changes are grandfathered, which means that changes made in the future will not affect your current entitlement, but understanding the requirements is important and we can make that easier for you.

Estate & Succession Planning (for your family and business)

Planning for the day you leave your business is very important and something many people don’t give enough thought to. Whether you decide to sell up, retire or need to get out of business due to health reasons, it's important that you spend the time with your family and/or your business partners and plan what you're going to do, who will take on your role and responsibilities and over what timeframe.

A good succession plan enables a smooth transition with less likelihood of disruption to your business. By planning your exit well in advance you can maximise the value of your business and enable it to meet future needs.

Kennerlys Private Wealth can assist to address issues related to not only the ownership succession but management succession planning and leadership development as well.

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