E Books by Kelly Wealth Services
Financial Services Guide
Financial Planning Questionnaire
Complete this prior to initial meeting with your financial planner. Or we can complete this during our meeting.
Business and Trust Questionnaire
Complete this prior to initial meeting to discuss your current Business or Trust structure.
Risk Profile Questionnaire
Determine your probable investment risk profile. We will also go though this form during our meeting.
Help you determine your budget.
Self-Managed Super Funds (SMSF) Workbook and Fact Sheet
Complete this workbook if you would like to discuss your current SMSF structure. Read the Fact Sheet if you would like to learn more about setting up an SMSF.
Download Fact Sheet
Estate Planning Workbook
Helping you gather and record valuable data before meeting with your legal professionals.
Download Planning Checklist
Business Succession Planning
Just as each business is unique, each succession plan is also unique. We urge you to obtain professional advice to help plan your departure and handover of your business.
ATO – Refund of Franking Credits instructions
For individuals who do not need to lodge a tax return for 01 July 2015 – 30 June 2016, follow the links below.