Investment

As many as seven out of ten businesses in Australia are run by families. And many of these enterprises don’t even consider that they are a ‘Family Business’.

Creating an investment that is accessible to you is an important part of your wealth creation. You may want to have a short term investment goal for purchasing or renovating your home or an overseas holiday or long term as part of your overall wealth creation strategy. We will look to create an investment portfolio according to your risk profile in a tax effective manner that can work with your short term plans and or your long term retirement goals.

We will work with you to help design a tax effective plan and an asset allocation strategy (i.e. the proportion of shares, property, bonds and cash) that is tailored to your individual circumstances. This will take into account the length of time you will be investing and your willingness to accept volatility in your investments to achieve your goals.

We can provide advice on the following products:

• Investment Bonds
• Investment Property Solutions
• Portfolio Construction
• Diversification
• Shares

Superannuation (Including Corporate Super)

Superannuation is one of the world’s most tax effective ways of investing to accumulate wealth for retirement. Tax concessions and other Government benefits currently make it one of the best long term investment vehicles. The Kennerlys Private Wealth team is well qualified to offer sound Superannuation advice and to provide you with an effective Superannuation strategy. We will help take advantage of the various concessions available to superannuation investments and cut through the often confusing and complex Superannuation legislation.

Our services include:

• Development of definable retirement goals in line with your future lifestyle expectations
• Advice in regards to existing funds and established funds
• Consolidation of funds to provide ease of tracking and reduce overall fees
• Selection of investment options, including a full Superannuation investment strategy
• Review and recommendations of insurance solutions
• Recommendation around salary sacrifice and non-concessional contributions to Superannuation for asset protection, tax optimisation and wealth building.

There are many Super Funds to choose from, and Kennerlys Private Wealth will help you find the right fund for you and your business.

Self Managed Super Fund Advice

How you manage your Super today will have a significant impact on the choices you have in retirement, which is why Self-Managed Super Funds (SMSF) are rapidly becoming a growth area for Kennerlys Private Wealth investors who want greater control of their retirement savings.

With an SMSF you can:

• Take control of your Super
• Access a wider range of investment options
• Have the flexibility to implement effective tax strategies

Kennerlys Private Wealth can partner with you to provide SMSF expertise and take care of the administration matters.