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Kelly+Partners South West Sydney
Accounting Services in Penrith

www.kellypartners.com.au
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Suites 1-8, Kellicar Lane Macarthur Square, 200 Gilchrist Dr. Penrith. Penrith, NSW, 2750.
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What you should know about Kelly+Partners South West Sydney

Financial Services in Penrith, Business Services in Penrith, Accounting in Penrith, Accountants in Penrith

What kelly + partners do is manage your entire business and personal financial universe. You have a client director as your point of contact who then coordinates the delivery of services from the firm??s accountants, advisors, consultants and financial planners in an integrated manner. Most individuals and business owners are very busy and find co-ordinating the services of their accountants, insurance broker, finance brokers, specialist tax advisors, financial planner and lawyers a real pain? What kelly + partners do is manage your entire business and personal financial universe. The comfort of knowing that everything is taken care of?? is tremendously valuable to those achieving and seeking lasting success.

KellyPartners is a chartered accounting network established in 2006 to produce a better service to Private Clients, Private Businesses and their Owners, and Families. Our specialty is to counsel individuals with meaningful business interests to control, preserve, and grow their prosperity and asset base. The KellyPartners network has grown strongly as a result of the unique vision of its founders a cohesive team of chartered accountants who are intensely focused on helping our clients manage their complete financial universe and solve their business issues. Over the former 11 years, KellyPartners has partnered with considerable accounting firms and built many greenfield offices in order to create the existing network. Our operating structure ensures we are focused on: Focusing on matters that gain from the experience knowledge of our Client Directors. Have the depth within the network to bring the correct expertise to bear, in order to solve complex business issues. Working together as team, both internally and with our clients. The structure and approach of KellyPartners attracts talented and dedicated accountants, who in turn enable us to accomplish excellent results for our clients in many complex and critical matters. At KellyPartners, our mission is simply to make our clients 'better off'. Other ways we make an effort to assist our clients be 'better off'. We do business differently to give you the edge. Team members and clients no longer have to travel to the CAD in order to access the very latest technology and ergonomically enabled environment that allows our teams to make a difference. The eye catching design was created to provide a better service and a more comfortable onetoone experience. KellyPartners have equipped their team members with mobile communications and computer technology so that they can service clients in a way that is seamless, proactive and ensures clients everlasting feel they can access the expertise they need when they need it. The business uses the very latest cloud enabled changeable computing platform generous an edge in making things happen for the team and clients. KellyPartners have the advantage of a unique insight into the private business, private client and families market, as that is where the business has everlasting specialized. The strategy is laser focused to assist the clients where we can make a material difference and this brings genuine insight to yield for our clients. Kellypartners.com.au is regularly touted as one of the best in its industry. Every firm, regardless of size, features specialist services, team members, photographs, local information, location maps and packed color brochures. Further, our online portal for clients is industry leading, offering: The app also synchronizes with kellypartners.com.au allowing a seamless experience across multiple devices and computers, big-hearted clients an additional advantage in occupied with our team with ease. We are committed to looking behind the communities within which we live and work. Integrity, credibility and professionalism.
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Services

KellyPartners provides a comprehensive prosperity management service to our clients including: A Self Managed Super Fund (SMSF) is a form of superannuation fund that is controlled by the members, selfless greater handle over their retirement savings than other types of superannuation funds such as industry or retail super funds. Being able to invest in a wide range of assets, including direct property, which are not normally available in customary splendid funds. An SMSF offers many advantages for estate planning over other ownership structures and over traditional super funds. Being capable to transfer personally owned shares and some property into the fund. Being qualified to pool family riches to under overall fees and to implement financial strategies involving the transfer of benefits between family members. KellyPartners provides expertise in estate succession services across the transition from the vogue baby boomer owners to a next generation. The management of this intricate process via an effective diligent process to deliver a seamless transition is absolutely critical for many private business owners. The business succession process involves a number of critical questions around: At KellyPartners, our core expertise includes knowledge of the process and management needed to deliver the desired outcomes for all key stakeholders during a business succession event. Shared mission and vision of the family group. Understanding the family outcomes and individual family member needs (financial and other). Are you like maximum thriving family businesses? Often those who operate in Professional Services Firms are so busy busy in the business as accountants, lawyers, engineers, architects or the like that they have no time to superior manage the business and improve the personal prosperity situation of their partners in the business and themselves. At KellyPartners we specialism in making safe that the business owner’s total financial universe is taken protection of through our tailored system and our deep understanding, experience and expertise in maximizing the performance of the professional services firm. Our Professional Services Firms team specifically help the owners of the Steady manage and grow their businesses to build prosperity for vogue and future generations. The unique characteristics of a Professional Services Steady means we need to balance the owners issues, firm concise and lengthy term requirements, succession planning, acquisitions and the like to face the firm's objectives. Our people are highly skilled and continually trained to superior understand the needs of Professional Services Firms. We serve client’s interests nationally though our review and analysis of various matters including but not limited to: Cost allocation analysis, including review of strata management statements and building. Budget preparation, assistance and review. Review of strata management accounting systems, inside controls and strategic process improvement. Staff trained specifically for the strata industry. onetime delivery A tailored approach and commitment to a timetable that completes each assignment on time and within budget.
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