Our aim is to provide you with a range of services that can be tailored to meet your needs.
Our team has the expertise to help you to develop a strategy that works for you.
We have listed the services that Kilara Group offers its clients. Feel free to contact our friendly staff to enquire about any services that you do not see listed.
Superannuation law is a complex area and personalised planning is required for each individual. At Kilara we are superannuation experts, and can assist with co-contributions, choice of fund, salary sacrifice arrangements, spouse contributions and Self-Managed Superannuation Funds.
Establishing a superannuation fund can allow you to effectively reach your financial retirement goals.
Self-Managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Both Malcolm McLean and Andrew Holmes are Self-Managed Superannuation Fund Specialist Advisors accredited by the Self Managed Super Fund Association. As such we offer professional SMSF advice of the highest order.
Services we offer include:
Do you find yourself wishing there was a tool that provided an instant overview of your entire investment portfolio? Well now there is!
You can now view your enitre portfolio using our Online Portfolio Viewer. Powered by Class Super, it is a simple, secure way to quickly check your investment values, performance and income. Simply click on the link below to get started.
Not signed up yet? Contact us today to take advantage of this fantastic resource.
Webinars and videos to help you understand how SMSF superannuation funds operate
- to maximise your retirement savings
- to avoid any breaches
LOOK UNDER TOOLS FOR INTERNET LINKS TO AN ARRAY OF CURRENT SUPERANNUATION TOPICS