Business Details
26 Years
experience
Your Trusted Accounting Partner in Sydney
KP Chartered is a dedicated accounting firm committed to delivering practical, tailored financial solutions in today's dynamic economic landscape. Our approach centers on building close partnerships with clients to understand their unique circumstances, enabling us to customize our services to meet their specific needs. With a team of highly qualified professionals, we combine the depth of services typically associated with major firms with the personalized touch of a locally-owned practice.Our expertise spans accounting, taxation, SMSF management, and financial planning, supported by a proactive approach to problem-solving and a focus on minimizing complexity through clear communication. Founded in 2000, we bring over two decades of experience to a diverse client base, including medical practitioners, construction firms, property developers, and international performers, ensuring timely, accurate solutions aligned with evolving goals.
Services
Accounting
Tax and Audit
Business Advisory
Financial Planning
SMSF Services
Details
- Year established: 2000
Highlights and features
- We offer over 25 years of specialized accounting and SMSF expertise.
- Our personalized approach ensures solutions tailored to your unique needs.
- We combine major-firm service breadth with local, hands-on support.
- Our team maintains deep knowledge of evolving tax and financial regulations.
- We prioritize clear communication to simplify complex financial matters.
Associations and certifications
- Chartered Accountant
- CA SMSF Specialist
- Authorised Representative of Bluepoint Consulting Pty Ltd (AFSL 277860)
Services
Accounting
We deliver comprehensive accounting services including taxation returns, GST compliance, and year-end updates. Our proactive approach ensures accurate financial reporting and system optimization for businesses of all sizes. Clients benefit from tailored advice to streamline operations and maintain regulatory compliance.
Tax and Audit
Our tax services focus on minimization strategies, activity statement preparation, and ATO audit support. The audit team uses analytical reviews to identify risks and improve business processes, ensuring compliance while protecting client interests through strategic planning.
Business Advisory
We provide business health checks, cash flow forecasting, and performance benchmarking. Our consultants help develop 3-5 year strategic plans, focusing on competitiveness, profitability, and implementation strategies aligned with client objectives and market conditions.
Financial Planning
Through partner advisors, we offer retirement planning, risk insurance, and investment portfolio management. Services include pre/post-retirement strategies and diversified investment options to build financial security while aligning with individual risk profiles and goals.
SMSF Services
We specialize in SMSF setup, portfolio management, and compliance. Our experts handle trust deed requirements, tax file number applications, and regulatory elections, ensuring clients maintain control while minimizing investment risks through professional oversight.
People
Kathleen Portelli
Founder & Chartered Accountant
With over 25 years of experience, Kathleen established KP Chartered in 2000. She specializes in accounting, taxation, and SMSF management, serving diverse clients from medical practitioners to international performers.
Questions
What accounting services does KP Chartered offer?
We provide taxation returns, GST compliance, audit services, capital gains tax advice, and accounting system reviews tailored to business needs.
How can KP Chartered assist with SMSF management?
We guide clients through SMSF setup, portfolio management, and compliance, ensuring adherence to trust laws and legislative requirements.
Do you offer business advisory services for growth planning?
Yes, we provide strategic planning, cash flow forecasting, and performance indicator analysis to enhance business competitiveness and profitability.
What financial planning options are available?
Our services include wealth creation strategies, retirement planning, risk insurance, and investment portfolio management through partner advisors.
How do you support tax minimization for businesses?
We offer proactive tax planning, trust structure implementation, and ATO dispute resolution to reduce liabilities while maintaining compliance.
