Megan Kelly
Megan Kelly

B.Bus, CA, JP (Qual) Associate
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Megan has extensive experience in the specialist area of self-managed superannuation funds advising a wide range of clients whose situation vary from business owners setting up their own self-managed superannuation funds through to retiree's and inter generational wealth planning.

Megan's specialties include retirement planning, Superannuation Industry Supervisory compliance (SIS), investment rules for superannuation, strategic advice, fund audits and estate planning. Megan is aSpecialist Superannuation Advisor with the SMSF Professionals Association of Australia (SPAA), the leading professional body for SMSFs. She regularly attends the SPAA discussion groups where they discuss recent changes in superannuation and make proposals to government about these changes.


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