Kelly + Partners Accountants
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About Us
For over 35 years and counting, our team of Sydney business accountants and tax consulting experts have helped local business owners take control of their entire financial universe, starting with smart, proactive business accounting and expert tax planning.
Conveniently located in the CBD on 25 Martin Place, we operate throughout the inner city and Eastern Suburbs regions, including Bondi, Woollahra, Paddington, Randwick and Surry Hills.
If you work in the city we’re centrally located to most major offices around town. Alternatively, we’re a short walking distance away from both Martin Place and St James Train stations. Wilson Car Parking is also available within the building.
As Sydney business accountants, we’ve got your back, not just your books.
Access expert, specialist advice around tax planning, strategy, business structuring, outsourced finance department services, cash flow management, SMSF management, superannuation, asset protection and wealth management.
Following a tailored and personal approach, you’ll be truly supported in fulfilling your personal and business accounting goals. Achieve growth of business, wealth and profit, with business accountants who are as forward-thinking as you are.
Why choose Kelly+Partners as your business accountant?
With us, your business is about more than just running the numbers. We know that behind every one of those numbers is a business owner and team who want to succeed.
As experienced business accountants, we understand the challenges your business faces and we want you to be better off at every turn. We become partners in your financial progress and provide you with the confidence knowing your finances and tax are being taken care of.
Service
Personal Accounting & Tax Services
Personal tax planning and strategy
Personal structure advice
Personal tax return and compliance
Superannuation and self-managed super fund (SMSF) advice
Net worth reporting and analysis
CGT planning and management
Business Accounting Services
Management reporting
Business tax planning and structuring
Benchmarking and reporting
Cashflow forecasting and budgeting
Outsourced accounting
Expanding to the USA/Australia
Compliance services including preparation of financial statements, BAS, income tax returns for businesses
Corporate management including ASIC compliance and statutory records
Company Secretarial services and compliance including Annual Company Statements, and preparation and maintenance of corporate registers
Tax Advisory
ATO Audits, Disclosures, Investigations and Tax Disputes
Capital Inflow and Outflow
Corporate Tax including Mergers and Acquisitions
Funds Management and Managed
Investment Trust
Expert Structuring, Negotiation and Tax Legal advice to Local or International Clients
International Tax for Inbound and Outbound Investment
Cross-border Transactions
Tax Structuring for Estate Planning
Solutions, Succession Planning and Family Office
Trust Structures and Joint Ventures
Audit & Assurance
Clarity of mission, values and vision
Business strategy
Business structure and leadership
People management, recruitment and performance
Streamlining and automating processes
Customer experience and value creation
Financial performance and profit growth
Digital improvement and systems
Risk management
Brand management and marketing
Creating sustainable business growth
Exit strategy and business succession planning
Finance
Home & Investment Loans
First Home Buyers
Owner Occupied
Investment
Refinancing
Renovation & Construction
Commercial & Business Loans
Small Business Lending
Commercial Property Lending
Equipment & Asset Finance
Insurance Premium Funding
Motor vehicle / Chattel Mortgages
SMSF Limited Recourse Borrowing Arrangements
Franchising
Invoice/Debtor Financing
International Trade
Healthcare & Professionals Services Solutions
ONLINE CALCULATORS & TOOLS
General Insurance
Expert advice and experience
Tailored, long-term solutions for your business
An insurance broker that’s got your back
Wholesale Wealth Management
Investment Advice, Asset Allocation Strategies and Portfolio Management
Portfolio Administration and Reporting
Alternative Assets - access to private debt, private credit, property, and private equity funds
Model Portfolio investment solutions
Access to unique and exclusive Wholesale Investment Opportunities
Property Investments and Advisory
Superannuation and SMSF Portfolio Management
Foreign Exchange and Money Transfers
Life Insurance
TPD Insurance
Trauma Insurance
Income Protection Insurance
Establishing a will
Estate administration and executorial duties
Business owner succession planning
Superannuation and retirement planning
Trust structures such as testamenry, protect or family trusts and charitable trusts
Setting up enduring powers of attorney, guardianship arrangements or advanced care directives
Members
Barry Frank
Chairman – CBD / Senior Partner
Mark Prag
Managing Director
Paul Kuchta
Managing Partner – Sydney CBD
John Newton
Senior Client Director
Scott Coombes
Senior Partner
Ming Lew
Partner
Get In Touch
Working Hours
- Monday 8:30 AM - 5:30 PM
- Tuesday 8:30 AM - 5:30 PM
- Wednesday 8:30 AM - 5:30 PM
- Thursday 8:30 AM - 5:30 PM
- Friday 8:30 AM - 5:30 PM
- Saturday 8:30 AM - 5:30 PM
- Sunday 8:30 AM - 5:30 PM
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