Wealth Management

You have worked hard to make your business a success. Let us help you with structures to make the most of your wealth and grow it. We can assist you with setting up Family Trusts, Self Managed Super Funds, and other structures. Call us and let us know your needs on (03) 8360 9061.

Family company generational wealth in winery family business

Family Structures

Wealth management for families requires a tailored approach to suit your individual needs. At KS Accountants, we work with clients to understand their unique financial goals and provide comprehensive advice to protect and grow their wealth. Our team can help you navigate complex family structures and develop a wealth management strategy that aligns with your objectives.

SMSF

Self-managed super funds (SMSF) provide flexibility and control for managing your retirement savings. As SMSF specialists, our accounting firm can help you set up and manage your fund to ensure compliance with regulatory requirements. We also provide ongoing advice on tax planning, and estate planning to maximize your retirement benefits.

Succession Planning

Succession planning is an important aspect of wealth management for business owners and high net worth individuals. Our team can help you develop a succession plan that aligns with your personal and business goals. We provide advice on business valuation, tax implications, and estate planning to ensure a smooth transition of your assets to the next generation or successor.

"Steve and his team have looked after our tax obligations for many years. We appreciate the ease of service, and good advice that is only a phone call away."

Joyce Cannizzaro, Designer Tile Company