SERVICES

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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 point of difference is the quality of the service we provide you with and the dedication of our highly experienced team.

We love to help you find new and better ways of doing things. If you’re feeling frustrated with business systems and processes or don’t know where to start, contact us for a chat.

How can we help?

Individual

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.
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.
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.
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.
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

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.
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.
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.
We find joy in balancing the books, crunching numbers, and making sense of financial records.
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.
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.
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.
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

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.
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.
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.
We take the complexity out of asset protection and help you put the right asset protection strategy in place for your specific needs.
We can provide various cash-flow and other analysis reports to assist in the consideration of different investment options.
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.
Estate planning can be a highly complex and specialised area. We can assist with wills, trusts, powers of attorney, advance health directives and more.

Top-rated Gold Coast Accountants and Financial Advisors.

At McKern Group, we are not just about accounting. We provide one-to-one, personalised, and strategic advice tailored to your unique needs. Our team of dedicated Gold Coast accountants and financial planners are passionate about helping our clients achieve their financial goals.

We specialise in assisting business owners with complex accounting, tax, and financial planning services with a focus on relationships. From managing taxation and compliance matters to offering strategic financial advice.

*Please note that any taxation and accounting services are not endorsed nor the responsibility of Count-owned AFSL.