KELLY PARTNERS GROUP HOLDING

ASX

2006

192

32 Walker Street,Level 8,North Sydney,New South Wales,Australia

2060

61 2 9923 0888

Kelly Partners Group Holdings Limited provides chartered accounting and other professional services to private businesses and clients, owners, and families in Australia. It offers audit; business, and personal and investment structures; cloud accounting; corporate and management; estate planning and management; family law assistance; accounting; immigration support; outsourced CFO; payroll; philanthropic; strata accounting and tax; ATO investigation and dispute; and taxation advice and compliance services. The company also provides tax services, including ATO audits, disclosures, and investigations and tax disputes; capital inflows and outflows; mergers and acquisitions; funds management and managed investment trust; structuring, negotiation, and tax legal advices; international tax for inbound and outbound investment and cross-border transactions; tax structuring; and trust structures and joint ventures. Its private wealth services comprises financial advice execution and ongoing administration of wealth protection and strategies; asset allocation strategies between asset classes, currencies, geographies, and generations; private banking assistances; and investment research and insights, as well as property; insurance; and finance services. The company's estate office services include assessment and ongoing performance reviews of investment managers; administrative functions, such as bookkeeping, bill paying, and mail management; financial oversight of illiquid financial assets; monthly report of family/estate activities; critical document management; daily management of liquid financial assets; facilitation of estate planning; family governance structures, education, and intergenerational planning; and philanthropy advisory. In addition, it provides corporate advisory services. The company was founded in 2006 and is headquartered in North Sydney, Australia.