01
COMPANY
Limited liability, tax efficiency and professional credibility for growing businesses.
02
TRUST
Flexible income distribution, asset protection and estate planning advantages.
03
SMSF
Control over your retirement savings with a self-managed superannuation fund.
04
PARTNERSHIP
Simple shared ownership structures for businesses operating between two or more parties.
"The structure you choose today shapes your tax position, asset protection and flexibility for years to come."
Many business owners and professionals set up entities without fully understanding the long-term implications — or choose the wrong structure simply because it's what someone else uses.
At Kennedy Western, we take the time to understand your goals before recommending a structure. Whether you need advice first, setup only, or both — we're here to make it simple and get it right.
HOW IT WORKS
Our establishment process
Whether you know exactly what you need or are still weighing up your options — we guide you through every step.
1
Initial Conversation
We start by understanding your situation — your goals, income, assets and risk profile — to determine whether advice or setup is the right starting point.
2
Structure Advice
​Where needed, we provide tailored advice on which entity type best suits your circumstances — considering tax, asset protection & future flexibility.
3
Establishment
We handle all registrations, documentation and compliance requirements to establish your entity — efficiently & correctly from day one.
4
Ongoing Support
Once established, we can provide ongoing accounting, compliance and advisory support — or refer you to our financial planning team where relevant.
WHO WE HELP
Built for every client type
Business Owners
​Starting a new venture or restructuring an existing one — we help business owners choose and establish the right entity to protect assets, minimise tax and support long-term growth.
Medical Professionals
Doctors, specialists and practice owners often require specific structures to manage income splitting, asset protection and practice ownership. We understand the nuances of medical practice structures.
High-Net-Worth Individuals
​Complex wealth situations often require multiple entities working together. We advise on structures that protect your assets, optimise tax and support estate planning goals.
SMSF Establishment
​For clients wanting control over their retirement savings, we establish SMSFs for both individual and corporate trustees — handling all documentation, registrations and ATO requirements.
PRICING
Transparent indicative pricing
Our entity establishment fees are listed as a guide. Final pricing depends on the complexity of your situation – contact us for a tailored quote.
ITR - Trust
FROM
$1,750
Income tax return for trust
Annual income tax return preparation and lodgement for discretionary, unit or hybrid trusts.
​
ITR - Company
FROM
$2,500
Income tax return for company
Annual income tax return preparation and lodgement for Pty Ltd companies including financials.
SMSF - Individual
FROM
$3,850
+ $1,500 corporate trustee
Establishment of a Self-Managed Superannuation Fund for an individual trustee — including all ATO registrations.
Large Company
FROM
$6,600
BAS / Financials / Annual Returns
Full-service financial statements, BAS preparation and annual returns for larger company structures.
All prices are exclusive of GST. Complex structures may vary – contact us for a tailored quote.