Expert Financial Planning Solutions | Mawson Lakes, SA

Financial Planning Starts Here

Key Accountants Pty Ltd, Mawson Lakes, SA, partners with individuals, families, and business owners who want practical financial planning that turns today’s income into tomorrow’s security. Our Adelaide-based accountants blend straight-talk advice with specialist insight, giving you a clear view of where you stand and a confident path towards where you want to be. From refining cash-flow strategies to integrating superannuation, insurance, and investments, we make complex choices simple—so you can focus on living, not worrying about numbers.

Estate Planning That Protects Your Legacy

Planning for the unexpected safeguards the people and assets you care about most. Our estate-planning specialists coordinate seamlessly with your legal advisers to transform intentions into airtight strategies that minimise tax, expedite probate, and preserve privacy. We help family groups, investors, and business owners ensure their hard-earned wealth lands exactly where it should—while keeping future disputes at bay.

Key Estate Planning Actions

Clarify goals for personal and business assets
Structure wills, trusts, and powers of attorney
Design tax‑effective distributions for beneficiaries
Create succession pathways for privately held companies

Retirement Planning Built Around Your Lifestyle

A restful retirement doesn’t happen by chance. Whether you dream of coastal holidays or volunteering in the community, our retirement‑planning process pinpoints the date, the income, and the strategy that make it real. We forecast living costs, optimise super contributions, and map out phased withdrawal options so your money lasts as long as your adventures do. The result is a roadmap that balances certainty with flexibility, allowing you to pivot as life evolves.

What We Cover in Your Plan

Desired retirement age and lifestyle budget
Role of superannuation, SMSFs, and government benefits
Tax‑smart contribution and pension strategies
Diversified investment and income‑stream modelling

Succession Planning That Secures Your Business Future

Handing over control is one of the biggest milestones in a founder’s journey. Our structured succession planning gives you the confidence that staff, customers, and equity remain protected—whether the next leader is family, a key employee, or an external buyer. We coordinate valuations, ownership transfers, and funding structures while aligning them with your estate and retirement goals. By addressing governance, communication, and tax implications early, we keep value intact and transitions smooth.

Core Steps in Succession Planning

Define exit timeline and leadership objectives
Identify and develop successors or buyer profiles
Assess legal, tax, and funding requirements
Synchronise superannuation and personal wealth goals

Superannuation (SMSF) Advice You Can Trust

For those who crave full control over their retirement capital, a self-managed super fund offers flexibility—but it also demands expert guidance. As independent SMSF auditors and advisers, we handle everything from fund establishment and annual audits to ongoing tax compliance and investment structuring. Whether you’re starting fresh or seeking a responsive auditor, we help you navigate the ATO’s rules while integrating the fund into your broader financial planning.

SMSF Support at Every Stage

Establishment, trust deed, and registrations

Fast, affordable audit services Australia‑wide

Ongoing tax advice on investments and contributions

Preparation and lodgement of SMSF tax returns

No matter where you are on your financial journey, our friendly, professional team delivers the insights and compliance know‑how that let you move forward with confidence. Ready to take the next step? Let’s build your future—together.