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Wealth Management and Succession brochure - Wealth Management and

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					   Wealth Management
   and Succession




Asset and wealth protection and the         The team considers a range of              Our Asset Protection Services
future success of businesses are under      commercially astute business
                                                                                       • Structuring and restructuring
constant challenge. Global conditions       succession strategies including
                                                                                       • Binding financial agreements/
change, business and personal               passing on control of the business,
                                                                                         pre-nuptial agreements
situations can alter or quite simply, the   tax effective restructuring, insurance
goal posts can move.                        funding and the need for a detailed        Business Succession Services
                                            management or business succession          • Devising and documenting
Kelly & Co.’s Wealth Management and
                                            agreement.                                   succession strategy
Succession team provides solution-
based strategic advice that minimises       The Kelly & Co. Estate Planning team’s     • Transferring assets and control
risk and opens up opportunities. Their      deep understanding of litigation arising     of structures
innovative solutions ensure personal        from estates including inheritance         • Management buy out, initial
and business succession and asset           (family provision) claims and other          public offering
protection objectives are achieved tax      beneficiary disputes enables them          Tax Planning Services
effectively and efficiently.                to provide strategically sound advice
                                            that focuses on ensuring estates           • Tax effective structuring and
Our team will work closely with your                                                     complex tax advice
                                            are planned tax effectively with the
trusted advisors including accountants,                                                • Direct and indirect taxes
                                            minimum risk of dispute.
financial planners and private bankers                                                 • Superannuation
to achieve your goals. With their           Our Estate Planning Services               • Tax effective donations and
extensive experience in the ownership,                                                   prescribed private funds/private
                                            • Wills, Testamentary Trusts, Letters
management, division and succession                                                      ancillary funds
                                              of Wishes
of substantial family businesses, they
                                            • Powers of Attorney and Instruments
will ensure a smooth transition
                                              Appointing Enduring Guardians
to the next generation and continued
                                            • Estate litigation
success.
                                            • Estate administration
    Wealth Management and Succession


Meet the team




Marc Romaldi                                                             Garry Winter
T   +61 8 8205 0575                                                      T   +61 8 8205 0854
F   +61 8 8205 0805                                                      F   +61 8 8205 0805
M   +61 412 660 656                                                      M   +61 414 999 989
E   mromaldi@kellyco.com.au                                              E   gwinter@kellyco.com.au

Marc works in Kelly & Co.’s Corporate & Commercial Division              Garry has extensive expertise in all aspects of taxation
and practises in the areas of taxation and stamp duty,                   law including income tax, company tax, capital gains
business structuring and restructuring, general corporate,               tax, stamp duties, indirect taxes, international taxes and
commercial, trust and partnership law and business                       superannuation. Garry provides advice on a comprehensive
acquisitions and sales. Marc specialises in taxation and                 range of corporate and commercial issues to government
has had experience in many areas of both domestic and                    and semi government organisations, public companies, and
international taxation, particularly capital gains tax and               small to medium enterprises. He specialises in advising
general income tax (including investment and divestment                  medium to large accounting firms, and their clients, on
issues and succession/estate planning), international tax,               contracts, commercial transactions, taxation issues,
stamp duty, GST and fringe benefits tax. These areas                     superannuation, stamp duty, business structuring to achieve
of specialty complement Marc’s knowledge and advice                      taxation minimisation, and asset and wealth protection.
regarding wealth management and succession planning
issues and strategies more generally.




Kelly & Co. in South Australia
With origins dating back to 1917, Kelly & Co. is one of South Australia’s leading law firms, undertaking work for some of Australia’s
most significant entities. Kelly & Co. has retained its independence, providing expert advice from its Adelaide base. However, its
partners and practitioners excel Australia-wide and are well known across the country for their expertise and business acumen.
Kelly & Co. has achieved substantial growth over the past decade, attracting an increasing number of clients from interstate and
overseas.

Kelly & Co. specialises in, and is widely known for, a broad range of areas in the law including banking & finance, commercial
transactions, litigation & dispute resolution, corporate advisory, employment, energy & resources, family law, insolvency & recoveries,
intellectual property & IT, media & entertainment, property, infrastructure & construction, taxation & superannuation, trade practices
and wealth management & succession.




       Level 21 Westpac House           GPO Box 286                   T +61 8 8205 0800                  www.kellyco.com.au
       91 King William Street           Adelaide SA 5001              F +61 8 8205 0805                  ABN 95 723 883 859
       Adelaide SA 5000                                               E kellyco@kellyco.com.au

				
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