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: