OUR SERVICES
What we do
At McKern, we prefer to look at your whole situation to truly give targeted and meaningful advice.
Our areas of expertise include: Accounting, Insurance, Financial planning and Finance.
Our key difference is in the quality of the service we provide you and the dedication of our diverse and highly experienced team.
Accounting
Our belief is simple: the better we understand you, your family, and your business, the more valuable insights we can offer.
We service a broad range of businesses and most industries including technology companies and startups, childcare, medical/health, hospitality, construction and property.
Individual
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Our personal income tax return services for individuals and families go well beyond numbers. We are detail-oriented, enjoy routine, and are committed to delivering a personalised experience.
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McKern provides advice for succession planning for your family, business, and/or investments. From large or multiple family groups to a Mum & Dad business looking to pass their business on to their children.
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We care about building lasting relationships with our clients. We’ll analyse every facet of your finances to provide personalised solutions now and into the future. From mortgage broking and investment strategies to cash flow budgeting and retirement advice, Our team are equipped to support all of your decisions under one roof.
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Whether you are seeking finance to fund the purchase of your new home or investment property, or if you are seeking to refinance your existing loan and possibly consolidate existing debts, our FInance team has over 50 years of combined experience and will source the right finance for you.
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McKern offers a range of personal insurances to meet your needs. We will work with you to find the right product to suit you. These may include; Life Insurance, TPD, Income protection, trauma insurance.
Business
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We'll diligently lodge all the essential documents with the ATO before their deadlines, and if any queries arise, we'll handle them on your behalf.
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We take care of your corporate secretarial needs, including ASIC lodgements of annual returns and various other necessary lodgements. We can also assist with the completion of Business Name applications for all states of Australia as well as completing change of details forms for submission to the Offices for Fair Trading. We'll handle the paperwork efficiently, so you can stay compliant without the administrative burden.
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Getting your business structure right is important for many reasons including licensing requirements, asset protection, and flexibility when considering income distributions and income tax. The McKern team is highly experienced in how to successfully structure your entities to ensure the best outcome for all of these considerations.
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We find joy in balancing the books, crunching numbers, and making sense of financial records.
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We'll guide you in selecting the perfect directors, shareholders, trustees, and beneficiaries, ensuring your setup is perfectly tailored to your needs. From navigating the registration process to assisting with bank account setups, we've got you covered.
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Our team has experience in various forms of government department licensing application requirements in both Queensland and New South Wales. We have assisted clients with Training Provider licenses in Queensland, as well as Pre-qualification for Queensland Transport & Main Roads tendering.
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We can arrange compliance obligations for all structures, including Companies, Trusts, Partnerships, and Individuals. Our expertise extends to managing Financial Statements, Income Tax Returns, and Business Activity Statements to ensure you meet your compliance requirements seamlessly.
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We offer a wide range of commercial finance options. From working capital and capital expenditure to business partner buyouts, we have the expertise to find the right financial solutions. Our access to multiple lenders ensures that we can secure competitive interest rates tailored to your specific requirements.
Wealth
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McKern can provide all services regarding compliance obligations that you or your Self-Managed Superannuation Fund may have, including; Employer Super, Financial Statements and Income Tax Returns.
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Our team is well-versed in the nuances of insurance policies and can provide tailored advice to ensure that you have the coverage you need. Whether you’re looking for life insurance, TPD insurance, or income protection insurance, we can help you find the right coverage to protect yourself and your family.
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We assess your personal and financial goals and then provide tailored strategic advice to help you reach those outcomes. Our integrated-service offering means we can project manage your personal and professional portfolio and provide ongoing planning and support.
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We take the complexity out of asset protection and help you put the right asset protection strategy in place for your specific needs.
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We can provide various cash-flow and other analysis reports to assist in the consideration of different investment options.
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As you approach retirement, there are many factors to consider, including the limits on income and assets for eligibility for government pensions and benefits. We can help you with this process by providing personalised advice on how to manage your assets and income in retirement.
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Estate planning can be a highly complex and specialised area. We can assist with wills, trusts, powers of attorney, advance health directives and more.
Financial Planning
We pride ourselves on being more than just advisors; we are your partners on the path to financial success. We'll support you every step of the way, helping you make smart choices about your money and future plans.
Whether it's navigating investments, or planning for your dream retirement, we're dedicated to understanding your unique story and tailoring a comprehensive strategy just for you. We believe in a holistic approach to your financial goals both within your business and in your personal life.
Finance
We offer a relationship based service, we’ll look after you now and in future not just for the loan processed. Our brokers have access to over 35 lenders nation wide with 100’s of home loan products.
Whether you're a first-time buyer, looking to refinance, or considering investment opportunities, we can provide you with expert guidance and support along the way.
Let’s work together
At McKern, we've created a unique business model with one goal in mind: ensuring that you have access to a dedicated team of expert advisers who bring a wealth of experience and qualifications across various areas of business and finance.
Our teams boast a diverse range of specialisations and regularly undergo comprehensive training both in-house and through external associations.