KMT Consulting

KMT Consulting provides a broad range of experience and advice in all aspects of taxation, accounting and business services. We offer the usual end-of-year compliance services, but can also help with taxation and business planning, as well as the formation and structuring of business entities.

KMT Consulting was established in 2003 by Tony Kernan, a qualified CPA who has worked in the tax and accounting field since the 1980’s. He has worked with individuals and small business clients in a diverse range of industries, as well as consulted to larger enterprises in areas such as income tax, fringe benefits tax and GST. He has also been involved in the creation or improvement of financial and management reporting systems and developed complex financial models to assist clients with important business decisions.

We are based in Mount Annan (Sydney’s south-west) and cater for the needs of all types of clients including Individuals, Partnerships, Trusts, Companies and Superannuation Funds.

We would welcome the opportunity to assist you.

Services

Home lending or refinancing
Investment loans
Equipment financing
Retirement planning
Specific investment advice
We can put you in touch with a network of reputable, experienced professionals who will be able to assist you.

Super Funds

Self-managed superannuation funds (SMSF’s) have become a very popular means of providing for income in retirement. A large proportion of Australia’s retirement savings are now held in these investment structures.

SMSF’s can have significant advantages for retirement and estate planning, whilst allowing direct control over investment decisions. However, the legislation governing SMSF’s is complex, and Trustees have considerably onerous obligations and duties placed upon them. In particular, they need to understand the types of assets and investments which are permitted. There are also restrictions on when and under what circumstances money can be withdrawn from a Fund. Furthermore, all SMSF’s (regardless of size) must be audited before lodging their income tax return each year.

If you have an SMSF, or have decided to establish one, we can provide the following services:

• SMSF establishment
• Bookkeeping and/or general administration
• Financial reporting
• Tax planning and compliance
• Audit

The records and documentation required each year will need to satisfy the information needs of both your accountant and your auditor. Please see our Super Fund Checklist, which covers each of these requirements.