Investors


At Kelly+Partners, we will work with investors to minimise the tax you pay on investments so you can reach your financial goals sooner.

The expert team of accountants at Kelly+Partners can put you in control of your tax and help you plan investments and execute your financial goals. They can guide you through the pros and cons of capital gains, negative gearing and tax-effective investments, including superannuation and insurance bonds. Apart from that, they can also maximise your deductions for the cost of buying, managing and selling your investments.

The Kelly+Partners approach is to assign you with your own client director, as a direct point of contact. They will work with you to define your objectives, before assembling an expert team of accountants and advisers to best meet your specific needs.

The Kelly+Partners approach incorporates:

  • Accounting

  • Taxation

  • Financial Strategy + Planning

To find out how Kelly+Partners can help you get the most out of your investments, contact one of our accounting specialists for a free consultation today.

Let’s get started

Sleep better knowing you and your business are in the right hands. With locations throughout New South Wales and Melbourne, our business accountants are ready to help.

phone-icon

Give us a call

1300 932 584

question-icon

Book a discovery meeting

Get Started

Let’s get started

Leave your details with us and we’ll arrange a
discovery session to learn more about you, your
business and what you’re trying to achieve.