Liddy Kennelly

Taxation and superannuation advice for households and small businesses on the Redcliffe Peninsula has been this firm's trade since 1964, when it first began practising there. Operating as chartered accountants, it says it works in a professional and friendly environment, and that its purpose is to help clients reach their financial and business goals, meet compliance deadlines and grow profitably.

Practising on the Peninsula since 1964

The firm's long record in one district shapes how it presents itself. Its site refers to more than fifty years of tax advice and return preparation, and the staff profiles point the same way: one of the partners, who leads taxation and superannuation, joined as an undergraduate in 1982, an accountant in the taxation team arrived in 1979 soon after finishing a commerce degree, and a later recruit joined in 2014 after studying commerce at Monash University. The partner's post-nominals include CTA, CA and SMSF Specialist, which signals the two areas the practice concentrates on. A team that has stayed together for decades suits a business whose clients tend to come back year after year.

Advice and help with meeting tax obligations

The tax side of the practice covers both advice and the practical work of lodging returns. The firm says it provides advice and accounting assistance so that clients meet their tax obligations, and it frames this as a matter of staying ahead of compliance deadlines rather than reacting to them. For individuals that means preparing the annual return. For people running businesses it means keeping their obligations in order while the business grows.

Setting up and running a self managed super fund

Superannuation is the second pillar of the practice. The firm advises on the establishment of a self managed super fund and on how such a fund is operated afterwards. Because the partner in charge of this area holds an SMSF specialist designation, trustees looking at a fund of their own, or wanting a second opinion on one they already run, have a named expert to talk to.

From a basic individual return to a family trust

Beyond tax and super, the firm describes a full range of accounting services. At the simple end it prepares a basic individual tax return. At the other end it helps a client establish a business structure, including a family trust, chosen to suit that person's circumstances. Its pitch is to stay with a client across that whole range, so someone who starts with a straightforward return can later turn to the same office when they open a business or want to hold assets in a trust.

Two offices, Redcliffe and the Caboolture area

Clients are served from two offices. The Redcliffe office moved to new premises on Sutton Street at the end of February 2023, still in the same part of town. A second office at Morayfield looks after the Caboolture area. Both open from 8:30 in the morning to 5 in the afternoon on weekdays, and the site invites new enquiries through an online form to which the firm replies by email. The firm's own line for new clients is that they should work things out together with it.

Liddy Kennelly is a chartered accounting firm in Redcliffe, Queensland, which began practising on the Redcliffe Peninsula in 1964. It helps individuals and businesses meet their tax and compliance deadlines and plan for growth, and it has handled tax returns and tax advice for more than 50 years.

What Liddy Kennelly does

• Taxation: tax advice and return preparation, from individual returns to business tax obligations.
• Self-managed super funds: advice on setting up and running an SMSF.
• Accounting: general accounting, including setting up business structures and family trusts.
• Superannuation advice: guidance on super alongside tax work.

Clients

The firm acts for individual taxpayers, business owners and trustees of self-managed super funds on the Redcliffe Peninsula.

Key facts

• Based in: Redcliffe, Queensland
• Founded: 1964
• Team: partner Maxine Van Scherpenseel, an SMSF specialist who joined in 1982, and accountant Norma Rogers, with the firm since 1979