KMS Financial Solutions

The Team at KMS Financial Solutions is passionate about helping our clients increase their wealth so they have more choices in life.

We do this by:

Business Advisory Services - providing a value added business advisory service, which is distinguished by personal care and attention. With extensive commercial experience, our team helps clients make the most of business opportunities by taking a close and active role in the development and implementation of their business strategies.

Professional Tax Advice – incorporating Income Tax Planning, Remuneration & Redundancy planning and GST advice & assistance. Together with the preparation, review and lodgment of annual taxation returns and assistance in the compliance with all legislative taxation requirements.

Wealth Creation* – providing personalised financial planning, ongoing client financial reviews, superannuation and retirement planning advice, estate planning and business superannuation assistance. Financial planning is the difference between creating your own financial future and just allowing it to happen. A plan is the best way to make sure your finances meet your immediate and future needs.

Superannuation* – incorporating tax advice & providing compliance services for your Self Managed Superannuation Fund – financial statements, income tax and compliance audit. As financial planners we are positioned to offer you advice on the best solution for you – self managed super or personal super plans. We are able to advise and recommend investment strategies, investments for both types of superannuation and prepare retirement projections etc.

As professional accountants and authorised investment advisers we have the ability to offer you specific tax-effective investment advice and financial advice to fast track your journey to financial security.

We also offer - Personal insurance (life, trauma and income protection) & Business Financing (finance leases & hire purchases etc at competitive rates). You’ve insured your home and car – but have you insured the most important thing - your and your family.

 

Disclaimer:

*Services provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.