Kathleen Portelli

Welcome to KP Chartered, a reputable accounting firm based in the heart of Sydney, New South Wales. Our team of dedicated, approachable professionals is here to provide you with expert advice and services in various areas, including business advisory, tax and audit, accounting, and wealth creation. We strive to make your business more successful by offering tailored solutions and building strong relationships with our clients.

Our firm consists of highly qualified, motivated individuals who are committed to staying up-to-date with the latest trends, policies, and procedures. At KP Chartered, we take the time to listen to your concerns and translate our insights into practical, meaningful recommendations that enable your business to flourish and prosper. We pride ourselves on our clear communication, ensuring that complex situations are explained using simple, understandable language. Our goal is to deliver sound advice that caters to both your current and evolving needs.

Key Services

At KP Chartered, we offer a comprehensive range of services, designed to meet your varied financial needs:

*SMSF & Portfolio Management*: Our experienced team provides expert guidance in managing your self-managed super fund (SMSF), tailoring our advice to suit your financial goals and risk profile.

*Accounting*: We offer accurate and efficient accounting services, ensuring that your business operations run smoothly, and enabling you to focus on achieving your financial aspirations.

*Tax & Audit*: Our proficient team remains informed on the intricacies of the tax landscape, allowing us to minimise your tax liabilities and provide thorough audit services that ensure your business's compliance with relevant regulations.

*Business Advisory*: We collaborate with you in devising strategic plans and problem-solving, enabling your business to thrive in a competitive environment.

*Financial Planning*: Our expert financial planners work closely with you in creating personalised strategies to grow and protect your wealth, ensuring a secure and prosperous financial future.

Resources

We understand the importance of staying informed in an ever-changing financial environment. For this reason, we offer access to a range of free, user-friendly online resources, including:

*Calculators*: Simple-to-use tools that help you determine various financial aspects, such as loan repayments and superannuation savings.

*Key Dates*: A helpful list of significant tax and superannuation deadlines to ensure your business remains compliant.

*Useful Links*: Carefully selected websites that provide valuable information, resources, and tools to assist in managing your financial affairs.

*Tax Facts*: Concise summaries of essential tax-related matters, explaining various tax concepts in a clear and straightforward manner.

*Newsletters*: Regular, complimentary online updates that provide relevant news, insights, and developments impacting your financial world.

Connect with us today and discover how KP Chartered, with its commitment to excellence and personalised approach, can help you attain your financial objectives. We are conveniently located in the Sydney CBD at Unit 6, Level 2, 44 Bridge Street, NSW 2000. Alternatively, you can contact us via telephone at 02 9251 5199 or by email at admin@kpchartered.com.au