Business Details
Trusted Accounting and Financial Advisory Services in Hawthorn
David Kew & Associates offers a comprehensive range of accounting and financial advisory services tailored to small and medium businesses and private individuals. Our team prioritises client loyalty, accessibility, and personalised service, ensuring clients receive expert guidance on tax compliance, superannuation, and business growth strategies. With a focus on long-term relationships, we deliver sound financial solutions grounded in professionalism and technical expertise.Our services include cash flow projections, portfolio management, and asset protection structuring, supported by continuous staff training to stay abreast of industry developments. We act as complete business advisors, helping clients build, manage, and protect their wealth through strategic financial planning.
Services
Accounting
Superannuation
Cash Flow Projections
Portfolio Management
GST Solutions
Taxation
Business Performance Monitoring
Asset Protection
Business Valuations
Secure File Transfer
Highlights and features
- We offer a personal service with a strong focus on client loyalty.
- Our team provides expert advice on tax compliance and superannuation.
- We deliver tailored cash flow projections and portfolio management solutions.
- We prioritise continuous staff training to ensure technical excellence.
- We act as complete business advisors for long-term financial success.
Services
Accounting
We provide full accounting services, including MYOB support, BAS preparation, and financial statement compilation. Our expertise ensures compliance and clarity for businesses and individuals. Our services streamline financial processes, enabling clients to focus on growth while maintaining accurate records.
Superannuation
Our Self-Managed Superannuation Fund (SMSF) services help clients grow wealth through strategic planning and administration. We offer technical expertise and support to optimise superannuation benefits. Clients gain confidence in their retirement strategies with tailored, compliant solutions.
Cash Flow Projections
Cash flow forecasting services help businesses monitor liquidity and plan effectively. We create monthly projections and track performance against benchmarks. This proactive approach ensures businesses maintain financial stability and identify potential challenges early.
Portfolio Management
Secure web-based portfolio administration allows real-time monitoring of investments. Automated updates for stocks and managed funds ensure transparency and informed decision-making. Clients access current balances and transaction histories for efficient wealth management.
Taxation
We offer comprehensive tax planning and compliance services, including income tax returns and GST/BAS preparation. Our advice covers business structures and tax minimisation strategies. Clients benefit from accurate, timely filings and strategic tax savings.
Questions
What accounting services do you offer?
We provide MYOB support, BAS preparation, financial statements, and tax compliance services tailored to businesses and individuals.
How do you assist with superannuation?
We offer Self-Managed Superannuation Fund (SMSF) management and administration to help clients grow retirement savings.
What is cash flow forecasting?
We create monthly projections to help businesses monitor liquidity and plan for financial stability.
Do you provide portfolio management services?
Yes, our secure web-based platform allows real-time tracking of investments and automated updates.
How can you help with business growth?
We offer performance monitoring, asset protection structuring, and strategic advisory to support business expansion.
Reviews (1)
Phil Hallinan
Aug 04, 2017
Report
A most reliable and knowledgeable accountant. Heath is intelligent, informed, timely and knows his stuff. It feels good to finally find a great accountant.
