WELCOME TO Hern & Keszler Financial Solutions

Hern & Keszler Financial Solutions was founded in November 2015 to meet the licensing requirements in relation to Accountants providing advice to clients regarding Self Managed Superannuation Funds. Hern & Keszler Financial Solutions is an Authorised Representative of Accountants Private Advice which is a subsidiary of Akambo Pty Ltd. As part of the Akambo group we have access to high quality support services and training as well as being audited regularly for compliance.

We have an affiliation with Hern & Associates which allows us to offer Financial Advice as an adjunct to our Accounting and Taxation services.

 

Advice Services

  • Complete setup of Self Managed Superannuation Fund including ASIC registration
  • Transition to retirement strategies
  • Re-contribution strategies
  • Limited recourse borrowing
  • Business real property transfer advice
  • Centrelink
  • Estate planning
  • Advice regarding multiple entities
  • Succession and intergenerational strategies
  • Retirement projections
  • Debt management
  • Investment strategy preparation
  • Winding up of Self Managed Superannuation Funds