by admin | Aug 16, 2017 | What's New
The million dollar question One of the many decisions with establishing your SMSF initially is to decide on the appropriate trustee structure. Two choices are, using a corporate trustee or using individual trustees. Both of which have unique benefits and attributes...
by admin | Aug 16, 2017 | What's New
Kelly Wealth Lending Services and Lainie Poon are finalists for a National Award. The IFA Women in Finance Awards. Well done Lainie Poon.
by admin | Aug 14, 2017 | What's New
Kelly Wealth Services and Lainie Poon have been shortlisted for the prestigious Women in Finance Awards, partnered by National Australia Bank in the category of ‘Women’s Community Program of the Year’ for their ‘Creating Wealthy Women’ seminars....
by admin | Aug 14, 2017 | What's New
We’re very excited to announce that Lainie Poon, Kelly Wealth Lending Services has been nominated for Best Customer Service in the Connective Excellence Awards 2017, an awards program just for mortgage brokers. But we need your help to win it! We need you, our...
by admin | Aug 11, 2017 | What's New
How to choose the right super fund if you’re Self-Employed or a Business Owner?
by admin | Aug 9, 2017 | What's New
By Kelly Wealth Services It’s been a while Your SMSF is going well. Investments are producing great returns and members of the fund are happy with the results. The structure is right and the administration has been taken care of. All is good right? Hmmm…But how...
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