Our Team / individual
Director - Super
B.Bus, CA, JP (Qual) Associate
Megan has a passion for helping the people ‘behind a business’ and is a trusted advisor to many business owners who need help with their SMSFs.
Business owners often struggle to separate their personal finances from their business finances, but its important that they don’t forget about themselves. Megan helps take the financial stress out of being a business owner by helping her clients to build passive income streams and protecting their wealth both now and into the future.
Specialising in self-managed super and natural interest in investments and structures allows Megan to apply her extensive experience in accounting and financial planning to deal with the unique challenges faced by many business owners.
Megan regularly provides advice in relation to investment structuring, SIS compliance as well as pension and retirement planning. Shehas also provided specialist support in relation to estate planning, family law disputes and SMSF compliance issues. Megan is a member of the SMSF Association Queensland Community, and a valued member of the SMSF specialist network.
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 network provided by Megan Kelly.
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