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Estate Planning Perth

Perth estate planning services to better manage financial matters and assets with certainty. 

Get in touch

Tax and Financial Planning for Estates

Estate planning is a vital aspect of how accounts, investments, and assets will be taxed and distributed after death. Yet, estate planning is often overlooked when it comes to personal financial management. 


MKM Accountants offer expert financial advice to optimise the tax structure of an estate plan and partner with lawyers to create a testamentary trust that secures the distribution of estate assets to the intended beneficiaries. We take the time to assess the current state of an estate plan and develop a strategy to maximise the value of assets that can be transferred to loved ones. 


Our estate planning services also extend to an owned business to ensure its continuity. This is especially important for family-owned businesses in Perth that are part of an individual’s estate.  

Testimonials

Our Estate Planning Services in Perth

MKM Accountants work with legal professionals to provide estate advice and planning services, including:


  • Establishing a will or power of attorney 
  • Identifying the tax implications for the estate’s assets and the potential impact on beneficiaries
  • Calculating capital gains tax on investments and held assets such as property
  • Providing clarity on the final tax return for individuals
  • Setting trust structures in place, such as a testamentary trust or family trust
  • Assisting with business ownership succession planning


Get in touch with MKM Accountants today for comprehensive estate planning and personal asset protection.

Our Accreditations & Awards

Certified Chartered Accountants

Tax Practitioners Board Registered

Certified Chartered Accountants

We are chartered accountants recognised through our membership to Chartered Accountants Australia and New Zealand (CA ANZ). As registered Chartered Accountants, we are “Difference Makers” with a complete range of skills and expertise that goes beyond basic accounting certification.

Xero Bronze Partner

Tax Practitioners Board Registered

Certified Chartered Accountants

Our work across multiple accounts has afforded us Xero Bronze Partner status, which entitles us to all of the software and support given to Xero partners. Our Xero Bronze Partner status provides our clients with enhanced support and access on the accounts that we manage. 

Xero Certified Advisor

Tax Practitioners Board Registered

Tax Practitioners Board Registered

Our Xero Certified Advisor status means that we are certified to provide accounting and bookkeeping services on the Xero platform for our clients. Gaining and maintaining certification reflects our expertise on the Xero platform and ensures we deliver the best service to our clientele.

Tax Practitioners Board Registered

Tax Practitioners Board Registered

Tax Practitioners Board Registered

We are Tax Practitioners Board Registered. This certification shows that MKM Accountants are members of the independent regulatory board in Australia that is responsible for registering and regulating all tax agents and Business Activity Statement (BAS) agents. 

Contact Us

Phone Number: (08) 8911 0969

Email: admin@mkmaccountants.com.au

Where We Service:

Perth, Western Australia, Australia

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Other Individual Accounting Services

→ Capital Gains Tax


→ Deceased Estates


→ Testamentary Trusts


→ Tax Return Preparation

→ Family Succession


→ Tax Agents


→ Estate Planning


→ Private Company Loans

Latest Blog Posts

Analyzing Division 7A and TA 2024/2

The Importance of a Corporate Trustee for SMSF's

Tax Requirements of a Working Holiday Maker

The ATO have recently released Taxpayer Alert 2024/2. The ATO are concerned with taxpayers who attempt to circumvent the operation of Division 7A by the use of an interposed entity and guarantees.

Read More

Tax Requirements of a Working Holiday Maker

The Importance of a Corporate Trustee for SMSF's

Tax Requirements of a Working Holiday Maker

The Working Holiday Maker visa program has been around since 1975 and allows foreigners to work or study temporarily in Australia, under a 417 visa (Working holiday visa), or a 462 visa (Work and holiday visa). 

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The Importance of a Corporate Trustee for SMSF's

The Importance of a Corporate Trustee for SMSF's

The Importance of a Corporate Trustee for SMSF's

As of June 2023, there are 594,334 Self-Managed Superannuation Funds. These vehicles are popular as more people want control over where their future or current retirement funds are invested. 

Read More

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