KMS Financial Solutions Directors
Peter Karlson CPA
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Peter is a founding partner of KMS Financial Solutions. He specialises in providing business, financial and taxation advice to small business operators, family groups, individuals and retirees.
Peter works closely with each client in a manner that suits their individuality and time requirements. With a great team of professional and support staff Peter and his other business partners ensure all clients have access to the appropriate people and that their taxation obligations are met each year.
In particular Peter assists his clients through the process of timely management reporting, business and commercial advice, taxation and investment and superannuation services, profit improvement and cash flow management, sale and business divestment, financial analysis, viability investigations, development of business plans and business valuations.
Industry Experience
Throughout his career he has assisted his clients in a direct, clear and holistic manner. Client industries include:
- Independent supermarkets throughout Victoria
- Small to medium trades including builders and electricians
- Self Managed Superannuation Funds – ongoing compliance and advice and audits
- Family investment trusts and businesses
- A variety of retail trades
- Steel importers and distributors
Areas of Expertise
- Business Advice: profit improvement and cash flow management, business re-structuring and set up, management reporting, business acquisitions and disposals, valuations, debt and finance advice and negotiations.
- Taxation planning, structuring and compliance.
- Superannuation: superannuation strategies, self managed funds, retirement planning, estate planning and wealth protection
- Investment administration and reporting
Professional Qualifications and Memberships
- Bachelor of Business and Accountancy (Swinburne)
- Diploma of Financial Planning
- Member of the CPA Australia (Financial Planning Specialist)
- Associate Member of the Financial Planning Association
- Authorised Representative of Count Financial Ltd.
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