Self-Managed Super Fund (SMSF)

Self-Managed Super Funds (SMSF) are set up to provide for your retirement and can offer a number of benefits, including flexibility, when it comes to investment options. 

SMSF allows you to convert your super to an income stream when you retire and can provide you with lower income tax. 

Owning a SMSF is different to being a member of an Institutional Super Fund in that you are the Trustee, and are responsible for complying with super and taxation laws. 

Our experienced law team at Kelly Legal can provide professional advice when it comes to SMSFs and can explain what is required so you can decide if it is the right path for you.

Asset Protection

Asset protection is an important piece of the puzzle when it comes to your Estate Planning so that your hard-earned assets are safe guarded for you and your loved ones. 

Regardless of your situation, the team at Kelly Legal can assist you by providing straight-forward advice to ensure structures are in place to protect your personal, business and investment assets. 

As part of the Asset Protection process, Kelly Legal will work out what assets you wish to protect, who owns the assets, identify any potential risks to assets (including investment assets) and putting a strategy in place to protect them. 

Call the Kelly Legal team on 4911 0500 for more information.