News

23 January 2007

Welcome to 2007

Dear All,

The New Year has started with a bang with a noticeable number of clients returning to work with a focussed list of goals. We have been inundated with projects that clients want to get sorted out – tax advice, valuations, tax returns, company performance reporting. It is a tremendous time of year with the sun shining and the renewed energy resulting from a Christmas / New Year break.

Events – more information for clients

In response to the many clients who have requested more informal time to access our team of experts and information from business leaders, we have put together two series of presentations this year:

Technical Series: these presentations give access to technical advice from Kelly + Partners and associated experts on areas of interest to our clients:

  1. Structuring for Asset Protection, Income & Capital Gains Tax Minimisation
  2. Tax Planning - Getting Organised for Year End
  3. Essentials of Business Agreements & Contracts
  4. Valuation: What is Your Business Worth?, Who might buy it? How to sell it?
  5. Essentials of Insurances for Business and Business Owners
  6. Wealth: Creating a Financial Plan that Works? Not just buying some Managed Funds!
  7. Essentials of IT for Business Owners
  8. Debt: Reviewing your Debt, Structuring and Accelerating Repayment

Business Series: these presentations give access to leading Business Owners who will share their passion and understanding of what makes them successful in their chosen endeavour:

  1. The Creative Business
  2. Lessons from a Sporting Icon

We look forward to welcoming you to these events.

New Team Members

We would like to welcome Adam Gregory who has joined the Firm working initially out of the North Sydney office before taking up the position of Associate Director in the Central Coast office.

Finally, thank you to all who passed on their best wishes for Christmas and the New Year. We are looking forward to a tremendous 2007.

Yours sincerely
Brett Kelly & the Team at Kelly + Partners

North Sydney Office
Level 4, 73 Walker Street,
NORTH SYDNEY NSW 2060
P.O. Box 1794, NORTH SYDNEY NSW 2059
T 02 9923 0800
F 02 9923 0888
M 0419 206 475
brett@kellypartners.com.au
www.kellypartners.com.au
   Central Coast Office
Suite 6, Fountain Plaza, 148 The Entrance Road,
Erina, NSW, 2250
P.O. Box 3616, Erina, NSW, 2250
T 02 4367 6630
F 02 4367 6632
M 0413 933 481
scott@kellypartners.com.au
www.kellypartners.com.au/centralcoast

Disclaimer: The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endovour to provide accurate and timely information, there can be and we make no guarantee that such information is accurate as of the date it is received nor the date published or that is will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation.