Meet the CMS Strategic Transactional Services Advisers
Areas of Specialisation:
- Self-Managed Superannuation Funds;
- Professional Services.
Marc has over 20 years experience in the area of taxation and business services to the small and medium business sectors of which the last 10 years has been predominantly spent in the automotive sector. Most of his experience has been from working with family business across all industry sectors including, retail, manufacturing, health, property, primary production, hospitality and of course automotive.
Marc has assisted his clients with their annual taxation work, business advice and taxation planning together with providing specialist advice in the areas of succession planning and superannuation and is highly sought after for his specific taxation knowledge.
Much of Marc’s value added services comes from understanding client’s businesses and their need to successfully use ideas such as re-structuring opportunities and superannuation to help reduce his client’s overall tax and to increase their wealth. He has also been very active in assisting clients professionalise their business in the areas of setting strategy’s, KPI’s and benchmarks, establishing management reports and assisting with the setting up of company boards. This work has been specifically targeted to assist family businesses in the automotive industry.
Marc is a Registered tax agent, Registered SMSF Auditor and a Chartered Tax Advisor.
+(08) 8407 1300
Area of Specialisations
- Income Tax
- Cloud Accounting
- Integrated Solutions
As Senior Associate at CMS, Kate has accumulated over twenty years of experience in providing business and taxation advice. In addition to assisting with annual income tax/GST compliance and financial reporting obligations, Kate also provides ongoing advice that is tailored to meet the particular circumstances of each of her clients. This includes but is not limited to the areas of capital gains tax, fringe benefits tax, small business tax concessions and the administration of self managed superannuation funds.
Over the years Kate has worked with both business and individual clients from a variety of industries including primary production, the medical and legal professions, information technology, property development and the automotive sector.
At CMS Kate works closely with Director Marc Bowyer and oversees his team of dedicated staff. She is involved in the review of a substantial amount of work produced by CMS and has a firm commitment to ensuring the provision of quality advice at all times. Kate currently is a member of Chartered Accountants Australia and New Zealand, is a Chartered Tax Advisor and a Registered Tax Agent.
Outside of the profession, Kate is kept busy with her young family. She also maintains her strong ties to the rural community thanks to an upbringing in the Flinders Ranges, South Australia