Contact us for a free initial consultation - (08) 8911 0969
Contact us for a free initial consultation - (08) 8911 0969
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Perth estate planning services to better manage financial matters and assets with certainty.
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.
MKM Accountants work with legal professionals to provide estate advice and planning services, including:
Get in touch with MKM Accountants today for comprehensive estate planning and personal asset protection.
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.
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.
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.
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.
Phone Number: (08) 8911 0969
Email: admin@mkmaccountants.com.au
Perth, Western Australia, Australia
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.
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).
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.
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