Business Details
47 Years
experience
Your Trusted Business Accountants in Melbourne
Rogerson Kenny has been delivering tailored financial solutions for over 45 years, combining traditional accounting principles with modern cloud-based technologies. Our team of experienced professionals specialises in tax minimisation, business structuring, asset protection, and succession planning, serving SMEs, family businesses, and property investors across Melbourne. We prioritise proactive, personalised advice in plain English, ensuring clients achieve long-term financial growth while maintaining compliance.Our commitment to real-time service and client-centric strategies has earned us recognition through client testimonials highlighting significant tax savings and operational efficiencies. By focusing on strategic planning and leveraging industry-specific expertise, we empower businesses to navigate complex financial landscapes with confidence.
Services
Tax Planning
Business Advisory
SMSF Management
Bookkeeping Services
Succession Planning
Details
- Year established: 1979
Highlights and features
- We offer 45+ years of experience in tailored tax and business advisory services.
- Our team combines traditional accounting values with cloud-based technologies for real-time insights.
- We specialise in tax minimisation strategies that deliver measurable savings for SMEs.
- Our proactive approach ensures compliance while maximising profitability and asset protection.
- Client testimonials highlight our ability to deliver customised solutions and exceptional service.
What people say
Highly competent service
Tax savings in tens of thousands
Expert guidance during crises
Deep industry understanding
Responsive and reliable support
Services
Tax Planning
Our tax planning services focus on minimising liabilities while ensuring compliance through strategic business structuring and deduction optimisation. We analyse your financial position to implement tailored solutions that defer or reduce tax obligations, leveraging our expertise in Australian tax law. Clients benefit from proactive advice that aligns with evolving regulations while supporting long-term financial goals.
Business Advisory
We provide comprehensive business advisory services covering succession planning, asset protection, and operational efficiency improvements. Our advisors work closely with SMEs to develop growth strategies, streamline financial processes, and enhance profitability through data-driven insights and industry-specific expertise tailored to your unique circumstances.
SMSF Management
Specialised SMSF management includes compliance oversight, investment strategy development, and tax-effective retirement planning. Our accredited specialists ensure regulatory adherence while optimising fund performance through personalised advice on property investments, asset allocation, and intergenerational wealth transfer strategies.
Bookkeeping Services
Modern bookkeeping solutions utilise cloud technology for real-time financial tracking and reporting. We implement efficient systems that automate transactions, improve cash flow visibility, and provide accurate data for informed business decisions while maintaining ATO compliance through regular reconciliation and documentation.
Succession Planning
Our succession planning addresses leadership transitions, ownership transfers, and estate arrangements. We develop legally sound strategies that protect business value during handovers, minimise tax implications, and ensure continuity through structured exit plans and intergenerational transfer frameworks.
People
Mark Rogerson
Managing Director
CPA-qualified director with expertise in advising Australian businesses with turnovers above $1m. Specialises in strategic tax planning and SMSF compliance, bringing over 45 years of combined industry experience to client solutions.
Rob Deayton
Director
Monash University graduate with extensive knowledge in business tax and accounting. Focuses on delivering tailored financial strategies to SMEs since joining the firm in 2005.
Matt Dunn
Director
Strategic advisor helping business owners make profitable decisions. Builds long-term relationships through practical solutions that enhance operational efficiency and financial performance for diverse industry clients.
Sarah Davie
Associate Director - SMSF
Specialises in SMSF compliance and retirement planning. Provides expert guidance on superannuation regulations and investment strategies to ensure clients' financial security in retirement.
Shani Finlayson
General Manager
Oversees day-to-day operations and client service delivery. Ensures efficient implementation of accounting solutions while maintaining high standards of client communication and satisfaction.
Questions
What services does Rogerson Kenny offer?
We provide tax planning, business advisory, SMSF management, bookkeeping, and succession planning tailored to SMEs and family businesses.
How can your firm help reduce business tax liabilities?
Our tax specialists identify deductions, optimise business structures, and implement strategies to legally minimise or defer tax payments.
Do you work with businesses outside Melbourne?
While based in Melbourne, we support clients Australia-wide through cloud-based technologies and remote consultations.
What sets your SMSF services apart?
Our dedicated SMSF team offers compliance expertise, strategic investment advice, and tailored retirement planning solutions.
How do I schedule a consultation?
Contact us via phone or email to arrange a free initial consultation with one of our experienced advisors.
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