Services

Individuals    Business Superannuation

Areas of Practice

 

ACCOUNTANCY

PR Jennings provides accountancy services to small and medium businesses throughout Australia. Clients' businesses come from a wide range of industries including manufacturing, wholesale, retail including online, service industries, medical and professional practices as well as trades.

  • full financial reporting

  • special purpose financial reports

  • management reports

  • budgeted reports

  • cashflow projections


INSURANCE

Insurance is about providing financial comfort in the case of an event. Insurance requirements differ depending on circumstances and may include:-

  • life insurance

  • total permanent disability

  • income protection

  • trauma

This service is provided through our sister company Seaside Financial Solutions.


BOOKKEEPING

Having many years of experience with accountancy packages including XERO, MYOB and QuickBooks, we can help you assess which package is suitable for you. We can also help you find a suitable bookkeeper for your needs.



TAXATION

We have the depth of knowledge and experience to provide high-level tax  advice for sole-traders, partnerships, companies, trusts and superannuation funds.

  • end of year tax planning

  • asset protection

  • rental properties

  • capital gains

  • BAS/IAS/GST/FBT/payroll tax

 


BUSINESS PLANNING

Growing your business to generate profits and cashflow is exciting. A range of strategies are available to move your business to where you want it to be.

  • strategic/business plans

  • budgets and cashflows

  • business valuation improvement

  • performance measurement

  • growth strategies

  • buy-sell agreements

 


MEMBERSHIPS

 

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SUPERANNUATION

You are able to take control of your superannuation with your own investment strategy within a Self Managed Superannuation Fund. We can help set up your fund, meet the ongoing annual compliance requirements and pension calculations.

  • investment advice

  • borrowing to acquire assets

  • asset allocation

  • diversification


FINANCIAL PLANNING

Financial planning is about putting you in control of your financial future with difference investment options based on your risk profile. Through our referral partners, we are able to assist with:

  • retirement planning

  • succession planning

  • wealth accumulation

  • insurance (life, trauma,TPD)

  • term deposits, shares, property

  • self-managed superannuation funds


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