About us

Hoffman Kelly Financial Services ("HKFS") was established in August 2014 to meet the new licensing requirements for Accountants providing advice to clients regarding Self Managed Superannuation Funds. HKFS is an Authorised Representative of SMSF Advice which is a subsidiary of the AMP Group. Being part of the Hoffman Kelly Chartered Accountant group, allows us to offer financial advice services in conjunction with existing tax and accounting services.

Directors and Authorised Representatives

Tom Aitkenhead

Financial Advisor

We provide a comprehensive Self Managed Super Fund (SMSF) accounting and administration service. From establishment and administration through to wind-up, we take care of all your SMSF requirements. We even handle the SMSF paperwork – tax returns, member contribution statements and the annual audit, whilst you make the decisions.

Advice Services

With Hoffman Kelly Financial Services, you also have access to strategic SMSF investment advice, as well as advice covering the following areas:

  • Establishment and winding up of Self Managed Superannuation Funds
  • Retirement projections
  • Transition to retirement strategies
  • Estate Planning
  • Superannuation re-contribution strategies
  • SMSF limited recourse borrowing
  • Business real property transfer advice
  • Succession and intergenerational strategies
  • Investment strategy preparation