Estate planning advice to safeguard your legacy for future generations


Protect your legacy with strategic estate planning advice


Plan your estate and succession with accountants who pride themselves on building enduring, rewarding relationships. Kelly+Partners offers strategic estate planning services designed to help protect your assets and safeguard your legacy for future generations.

While many people look to a lawyer to assist with their estate planning needs, protecting your legacy goes much further than a will and expressing your wishes. By strategically opting to bring your accountant into the estate planning process, you’ll ensure the structure of your estate and finances are optimised.

Estate Planning Services

Our estate planning services team knows there is a broad range of complex business, family, legal, investment and tax situations that can make up your estate.

But the common thread for all of us is we want to ensure when we pass that we’ve accumulated and managed assets well so they can be passed on in the most financially efficient and tax effective way. Our versatile, industry-leading estate planning services experts can help you with:

  • Assessment and Ongoing Performance Reviews of Investment Managers
  • Administrative Functions, such as Bookkeeping, Bill Paying and Mail Management
  • Comprehensive Financial Oversight of all Illiquid Financial Assets
  • Comprehensive Monthly Reporting of all Family/Estate Activity
  • Critical Document Management
  • Daily Management of all Liquid Financial Assets
  • Facilitation of Estate Planning and Management
  • Family Governance Structures, Education and Intergenerational Planning
  • Philanthropy Advisory

Estate Office Team

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Barry Frank
Sydney CBD
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Vanessa Sirotic
Sydney CBD
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Kim Meredith
South West Sydney
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Ada Poon
North Sydney
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Troy Apps
Wollongong

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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.

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1300 932 584

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