Mr Michael Fox
TEP FCA FITA BEC MENT

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Unit 5
13-15 King William Road
Unley
SA
5061
Australia

Email: michael@kmtpartners.com.au
Telephone: +61 8 8431 0022
Website: www.kmtpartners.com.au
Practice Areas: Company formation/management, Compliance/regulation, Elderly and vulnerable clients, Estate planning/administration, Family business, Family office, Investment, Rural family, business and agriculture, Tax, Trust planning/administration, Tax Advisory - Trusts and estate planning, Wills and administration of deceased estates, Digital assets
Add to favourites
Profession:
Accountant / Financial Planner / Tax Advisor / Wealth Management
Firm:
KMT Partners
Branch/Chapter:
STEP South Australia
Committees:
Professional Development Committee, Academic Community Committee, South Australia Branch Committee

Communities:
Academic Community
Special Interest Groups:
Business Families | Digital Assets | International Client | Mental Capacity
Biography:

Chartered Accountant with extensive experience across family business, taxation, finance, business strategy and investment. I partner family enterprises and emerging businesses to support renewal, value building and transition to the next generation. 

For over 30 years, I have focused on the success of my clients, designing intergenerational wealth strategies for personal and business growth.  Collaborating with owners and family members, I draw on my involvement in STEP and Family Business Australia to counsel in navigating confronting situations.  I have developed a reputation for mentoring businesses to commercialise new opportunities, imparting advice on their business model, strategy and management to guide their success.  I have assembled a suite of business evaluation toolkits to facilitate this, reporting on financial and non-financial performance indicators. 

Australian qualifications include registered tax agent, financial planning authorisation and accredited superannuation advisor. Post graduate studies have focused on entrepreneurial family owned enterprises, along with accreditation as an Accredited Family Business Adviser with Family Business Australia. I am currently on the global Professional Development Committee of STEP and was a founding committee member of the SA Branch, where I retain a role as Deputy Chair of the Australian Special Interest Group, focusing on families. 

Users are not authorised to use the Directory for any purpose other than that set out in the disclaimer.