Managing Tax for Private Groups
Whether you are accumulating your wealth or enjoying it in retirement, you need the right advice to help you manage and protect all that you have been working for.
MKT can help you manage your financial affairs to provide you with certainty in relation to how much tax you will pay, ensuring you do not pay more than you should and when amounts need to be paid.
With over 30 years of experience, MKT can provide you peace of mind, free from the burden of uncertainty in managing your tax and financial affairs.
Our Private Client Services team offers personal, compliance and business tax planning services to business owners, families, family businesses as well as high net worth individuals.
In addition, we offer a wide variety of services that are associated with owning, managing and preserving businesses and wealth, including asset protection, estate and succession planning and sensitive wealth transfers.
Who looks after our Private Groups?
Our Director group led by Sean Pearce, Chris Schoeman and Linken Fragomeli take a hands on approach to directly manage and look after each of our Private Group clients so you get access to the right person to resolve any matters in a timely manner.
Our approach to managing your affairs
At MKT we tailor our services to suit your Private Group’s individual needs. This is best achieved by being in regular contact with our clients. By spending time with our clients (we meet at least 3 times per year), we develop a strong understanding of the opportunities, financial and business issues our clients face. This allows us to offer proactive services and tools to help clients take advantage of these opportunities and deal with these issues. Whether you are a family with established wealth in a range of investments or still growing wealth through one or more businesses, MKT can provide you with the tools and advice to ensure you can reach your goals.
Our clients are a select group of families, who:
- Want regular management of their tax and financial affairs;
- Are prepared to meet at least 3 times per year to discuss and review their affairs;
- Have clear goals and visions for their future; and
- Take action and execute.
We will tailor our service to you depending on what you require so you can be assured that your tax and financial affairs are getting the best care and attention possible.
