070917_KPGHL_Annual Report 2017_final_PREVIEW

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Target Geographic Locations in Greater Sydney New Services Accountants provide a broad range of financial services to their client base which includes: accounting, audit, tax, compliance, financial advice, corporate advice, wealth management, superannuation / SMSFs, insurance, family office, and estate planning. + Kelly Partners Tax Consulting (launched in 2012 and located in the Sydney CBD office) – SME businesses often require advice on more than one area of tax. Our tax consulting team comprise a core group of taxation experts, each with strong knowledge and experience across the tax spectrum. + Kelly Partners Wealth Management (launched in 2016 and located in the North Sydney office) – As part of our service offering to private SMEs, Kelly+Partners is well positioned to assist business owners and founders to ensure both their businesses and their personal wealth is organised in a coordinated fashion. Services provided include superannuation / SMSFs, asset protection, financial advice, insurance, tax management, retirement planning, estate planning, and family office. 40 KELLY+PARTNERS ANNUAL REPORT <strong>2017</strong>
Kelly+Partners Opportunity Filters Broad sweep of private accounting firms Mission + Values Want to join Kelly+Partners Business Overview Core business is accounting and taxation services 5 filters which potential acquisitions are assessed on Private business / SME focus Complementary to geographic goals Target list of greenfield sites and bolt-on opportunities 41
Page 1 and 2: Annual Report 2017
Page 3 and 4: Insight 4 It’s not the latest man
Page 5: Mission To help private business ow
Page 9: Message from the Chairman & CEO
Page 13: Strategic Intent
Page 17 and 18: Performance Highlights
Page 19 and 20: Underlying Pro forma FY17 NPATA* at
Page 21: Services Accounting, Taxation, Audi
Page 24 and 25: Global tax megatrends Management be
Page 26 and 27: The Australian accounting and tax m
Page 28 and 29: Kelly+Partners is a single-brand ow
Page 30 and 31: Kelly+Partners Operating Businesses
Page 32 and 33: Strategy Kelly+Partners has seven s
Page 34 and 35: Pressure points for smaller account
Page 36 and 37: Key Elements of the Business Model
Page 38 and 39: Client base Kelly+Partners’ prima
Page 43 and 44: Kelly+Partners Network
Page 45: SOUTH WEST SYDNEY NORWEST CENTRAL T
Page 48 and 49: Community engagement and corporate
Page 51 and 52: Board of Directors and Senior Manag
Page 53 and 54: Director details Pauline Michelakis
Page 55 and 56: 2017 Financial Report
Page 57: Contents CORPORATE DIRECTORY 59 DIR
Page 60 and 61: Kelly Partners Group Holdings Limit
Page 62 and 63: Directors' Report | 30 June 2017 Si
Page 64 and 65: Directors' Report | 30 June 2017 In
Page 66 and 67: Directors' Report | 30 June 2017 Co
Page 68 and 69: Directors' Report | 30 June 2017 De
Page 70 and 71: Directors' Report | 30 June 2017 Ad
Page 72 and 73: 72 KELLY+PARTNERS ANNUAL REPORT 201
Page 74 and 75: Consolidated Statement of Financial
Page 76 and 77: Consolidated Statement of Cash Flow
Page 78 and 79: Notes to the Financial Statements |
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Notes to the Financial Statements |
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Deloitte Touche Tohmatsu ABN 74 490
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In connection with our audit of the
Page 112 and 113:
Additional Information for Listed P
Page 114 and 115:
Brett Kelly Scott Elwin Craig Bullo
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Private Businesses Family Business
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070917_KPGHL_Annual Report 2017_final_PREVIEW

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