Michael Fox

KMT Partners
Mentor since 1999

[email protected]

www.kmtpartners.com.au

0417 826 863

Unit 5, 13 – 15 King William Road, Unley SA 5061

With over 30 years of extensive experience spanning taxation, finance, business strategy, and family business, I bring a wealth of expertise to the table. My areas of specialisation include family wealth management, wealth strategy, family governance, financial services, and family enterprise succession.

My primary focus is supporting family enterprises and emerging businesses in renewal, value building, and transitioning to the next generation. Additionally, I have established a reputation for mentoring businesses to commercialise new opportunities, offering invaluable insights into business models, strategies, and effective management practices that pave the way for their success.

My unwavering dedication is directed towards the success of my clients, and I achieve this by crafting comprehensive wealth strategies that address both personal and business growth. Moreover, my proficiency in business governance and family business succession ensures a harmonious and efficient transition process for both businesses and family enterprises.

Areas Of Expertise
    • Business strategy and solutions
    • Tax advice
    • Asset protection structures
    • Superannuation and SMSF Remuneration practices
    • Family business and succession
    • Wealth creation strategies
    • Business exit strategies
    • Estate planning
    • Trust and estate administration
Qualifications & Achievements
    • Bachelor of Economics
    • Masters in Entrepreneurship
    • Registered Tax Agent
    • Accredited Family Business Adviser
    • Trust and Estate Practitioner
    • SMSF Specialist
    • Graduate Diploma in Financial Planning (RG 146)

Affiliations

  • Fellow of the Institute of Chartered Accountants
  • Chartered Tax Adviser of the Taxation Institute in Australia
  • Family Business Australia (FBA)
  • Society of Trust & Estate Practitioners (STEP), Business Families Special Interest Group
  • Certified Chair of Advisory Board Centre
  • Certified Facilitator of Family Enterprise Assessment Tool (FEAT) by Premier Growth