News and Insights

Kelly+Partners Private Wealth - 2019 Year in Review 19th December 2019

2019 Year in Review from Kelly+Partners Private Wealth. ...

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2019 Year In Review 19th December 2019

This past year has been one of great achievements, but none of these things could have happened without the ongoing support of our network of amazing clients, friends, and people....

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Business Owners Tax Checklist 17th December 2019

Need help getting your bits and bobs together? Take a look at one of our tax time checklists that can help you save a lot of time. ...

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How does your asset allocation stack up? 17th December 2019

Having worked in the wealth management industry for more than 20 years, I have had the pleasure of working with private clients across the region in the stewardship of their investment portfolios. It is a tremendous responsibility to be entrusted with a portion of a client’s future means of financial well-being. During this period I have assembled what I believe are the keys to not only growing wealth, but also protecting it. One of the key factors to ensuring optimal investment outcomes and protection is asset allocation....

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2019 K+P Year In Review 16th December 2019

This past year has been one of great achievements, but none of these things could have happened without the ongoing support of our network of amazing clients, friends, and people....

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Welcome to Kelly+Partners Melbourne CBD 20th November 2019

We are excited to announce the opening of Kelly+Partners Melbourne CBD and the parnership of SBG ...

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The Coalition wins a third term – your superannuation policy update in preparation for the end of the financial year 23rd May 2019

The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election. ...

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The Major Parties’ Superannuation and Tax Policies 18th April 2019

The federal election has been called for May 18 and both major parties have outlined their superannuation and tax policies. With the federal election only weeks away many of our clients have been asking what the major political parties’ policies are that may impact their SMSF, individual taxation circumstances or personal investments. ...

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Super guarantee amnesty not yet law: ATO will apply existing law 17th April 2019

The ATO reminds businesses to be aware that under the current law, if they have missed a superannuation payment or haven’t paid employees’ super on time, they are required to lodge a superannuation guarantee (SG) charge statement....

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Government delivers surplus election friendly 2019-20 Federal Budget – Leaves superannuation largely untouched 8th April 2019

A surplus election budget is the news coming out of the 2019-20 Federal Budget. With superannuation left largely untouched, the Government focused on further personal income tax cuts....

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