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Superannuation & SMSF

Kelly and Associates* recognises that planning for retirement is vital. Superannuation is the long-term savings vehicle designed to accumulate assets and provide income during retirement.

The team at Kelly and Associates* examines various retirement strategies for our clients and engage in different scenario planning for the future.

Our staff assist with the establishment of a Self Managed Super Fund (SMSF), prepare and lodge the income tax returns, financial statements and regulatory returns of the fund.

We work through the many rules and regulations that must be abided by and take you through the whole process from setting up and managing the fund, to ensuring compliance and evaluating whether the fund achieves your desired outcomes.

Kelly and Associates* range of superannuation solutions includes:

  • Structural advice
  • Contribution strategies
  • Retirement strategies
  • Withdrawal advice
  • Pension strategies
  • SMSF feasibility and set up
  • SMSF administration and management
  • Borrowing through your SMSF
  • SMSF investment strategy, risk assessment and financial plan
  • Appointing an SMSF auditor

*Kelly and Associates Financial Services Pty Ltd ABN 87 610 772 551 provides financial planning services as an authorised representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241 Australian Financial Services Licence Holder Number 253125. The Financial Planners of Kelly and Associates Financial Services Pty Ltd provide financial advice as Authorised Representantives of Politis Investment Strategies Pty Ltd, Head Office Location, 1st Floor, NCYC Commercial Centre, 91 Hannell Street, Wickham NSW 2293.