Contact us for a free initial consultation - (08) 8911 0969

  • Home
  • Services
    • Business
    • Individuals
    • SMSF's
    • Companies Trusts
    • Advisory
  • FAQ
  • News
  • Contact Us
  • More
    • Home
    • Services
      • Business
      • Individuals
      • SMSF's
      • Companies Trusts
      • Advisory
    • FAQ
    • News
    • Contact Us
  • Sign In
  • Create Account

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Services
    • Business
    • Individuals
    • SMSF's
    • Companies Trusts
    • Advisory
  • FAQ
  • News
  • Contact Us

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

Family Succession Planning

Perth family succession planning services to ensure a smooth transfer of a family business or personal assets within the family.  

Get in touch

Succession Planning For Family Businesses and Personal Asset

Family succession planning is crucial for ensuring the continuity of a family-owned business and for distributing personal assets to the rest of the family. Proper succession planning makes a significant difference in how wealth is transferred to the next generation and whether they are prepared to meet future challenges in upholding the family legacy. 


MKM Accountants offers family succession planning and advice in Perth for family business owners and high-net-worth individuals. We help owners create an exit plan that secures the future of the business and addresses the complex needs of each group. We work with family businesses to develop an optimal tax strategy that considers the future leaders of the business. 

Testimonials

Our Family Succession Planning Services

MKM Accountants delivers financial advice across family business succession and personal wealth succession:


  • Accurate business valuation and definition of business succession goals
  • Board and tax advisory services 
  • Identify and address potential succession risks 
  • Transition tax and structuring advice
  • Estate planning advice
  • Equity tax, structuring and ownership transition advice
  • Safeguard and future-proof family wealth

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

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

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). 

Read More

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

Copyright © 2024 MKM Trusted Accountants & Advisors - A.B.N 15 989 349 823. All Rights Reserved.

  • Contact Us

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept