MKT Private Groups

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Managing Tax for Private Groups

Whether you’re accumulating your wealth or enjoying it in retirement, you need the right advice to help you manage and protect all that you’ve 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 required and when amounts need to be paid.

With over 25 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 offer personal, compliance and business tax planning services to 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 Directors manage our Private Groups along with our Private Groups Manager Chris Schoeman who are assisted by our senior tax accountants and consultants.

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 be assured that your tax and financial affairs are getting the best care and attention possible.

To discuss how MKT can help to manage your financial affairs please contact Sean Pearce or Chris Schoeman on 08 9481 8448.

Our Services to Private Groups

Our service offering is built on a team with a sound understanding of various fields and disciplines. Our key areas of expertise include:

  • Investment Reporting
  • Investment Structuring
  • Taxation and Superannuation Services
  • Tax and Financial Management
  • Strategic Tax Consulting
  • Tax Advocacy
  • Secretarial and Administration
  • Estate Planning

Client Testimonials

  • "Since engaging MKT in 2016, we have been very impressed with the level of service provided by their tax advisors. The level of knowledge and expertise allows us to feel relaxed knowing that our tax affairs are in good hands. Joining the MKT Tax Confidence also means that we are able to call or meet with Tax Specialists when we have any concerns, and it allows us to plan ahead to ensure that our tax risks are minimised. We would definitely recommend MKT to any company that are looking for professional, reliable tax advisors.  "

    CFO, Regis Resources Limited
  • "As all practitioners will know, maintaining a high level of technical knowledge is extremely difficult when operating a small to medium size firm. You simply don't have the time or resources. That is why we have relied on Sean and the Team at MKT since our firm’s inception. Their tax knowledge is first rate, there is always someone available when we call with a quick question, formalised advice is provided promptly and of the highest quality and the bi-monthly seminars are an invaluable tool for keeping both myself and my staff up to date on the important tax issues. Frankly I don't know how you can operate an efficient and successful small to medium accounting business without it."

    Director, Capital Q
  • "I would have no hesitation in recommending The MKT Premium Accountants Network. This service has been invaluable to our business – we have always found the advice to be timely and accurate and has allowed us to work with clients at a level that would not be possible without MKT’s support. MKT have a strong knowledge in the private business area and their service provides us with assurance that we are giving the best possible advice to our clients."

    Director, Brentnalls WA
  • "Our company have been part of the MKT Premium Accountants Network for over 6 years now and I would have no hesitation in recommending them to other Accountants. Their advice is always timely and accurate and we find the team at MKT very easy to deal with. We are confident that the knowledge and advice we receive from MKT is the very best we can give to our clients."

    Principal, Maroo Advisory
  • "We have found MKT to be very professional and knowledgeable tax presenters. They are willing to answer questions and relay information in an easy to understand manner. The PAN is great value for money and would definitely recommend this."

    Manager, Lawrence Group
  • "The valuable services provided by the team at MKT give me confidence and encouragement to deal with major technical issues at ease. I can recommend them with confidence because they are personable, expert, good value and I have found them to be professional and accommodating.  MKT’s knowledge, expertise and professionalism has been instrumental for us in identifying appropriate projects as well as ensuring we have the right technical advice in place for the clients."

    Branch Manager/Accountant, Ashok Parekh & Co.
  • "We engaged MKT tax advisors in early 2017 to be the tax advisors of the Scott Park Group of companies-one of WA’s largest group of independent residential builders. With turnover of around $200 million across our group it was vital that we engaged tax advisors who understood not only our business, but the intricacies of all types of tax legislation and importantly, how they that impact upon our group.  Ben, Adriano and their team at MKT have been able to provide an outstanding level of service to us in all aspects of tax law-giving us clear and practical advice and assisting with implementation of advice where required .  Their proactive approach to managing tax affairs allows us to be “ahead of the curve”, and minimize the chances of surprises when we lodge our returns. I have no hesitation in recommending MKT to any similar"

    CFO, Scott Park Group Pty Ltd

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