Prepare your Self Managed Super Fund for the EOFY

[ Don't miss out on these top tips ]
by Megan Kelly Published

Here's another tip to prepare your SMSF for the EOFY! Get yourself prepared for the 30th of June (pssst, this is fast approaching). They say that foresight is the best insight. Don't leave it to the last minute! Get your Super account geared up and ready to rock and roll! 

Stay tuned for tomorrow's EOFY tips! 

For personalised advice, please do not hesitate to get in contact the businessDEPOT SMSF team at 3193 3020.

Megan Kelly
read more by Megan Kelly

Megan’s skills in self-managed super to provide both the accounting and strategic advice solutions for clients. Her many years working with business owners on their SMSFs has meant that she understands the value of including their superannuation in a business owners overall financial plan.

Her passion is to assist client’s in taking control of their future, through supporting them in making decisions in relation to the self-managed fund and their retirement. Megan regularly provides advice in relation to investment structuring, SIS compliance as well as pension and retirement planning.

Megan has also provided specialist support in relation to estate planning, family law disputes and compliance issues. She is a member of the SMSF Association Queensland Community, and a valued member of the network of SMSF specialists.

Megan Kelly is an authorised representative [No. 1240833] of Hunter Green Pty Ltd AFSL 225962. Your Adviser may offer you services through Depot Superannuation Pty Ltd which is a separate business. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Hunter Green is only responsible for the financial planning services provided by Megan Kelly.


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