Established in 1979, KT&A Advisory is a boutique Melbourne accounting, taxation and financial advisory practice supporting private clients, families, professionals and business owners.

 

We advise clients across taxation, accounting, SMSF, superannuation, retirement, investment strategy and inter-generational wealth planning.

 

Our clients value our long-term relationships, practical judgement and coordinated approach to their financial affairs.

 

Initially located near Melbourne's Queen Victoria Market, KT&A Advisory relocated in October 2025 to Smith Street, Fitzroy - a vibrant inner-Melbourne precinct known for its independent businesses, professional community and city-fringe accessibility.

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Our Team

KT&A Advisory is led by a mature and experienced team of accounting, taxation and financial advisory professionals.

 

Our team brings together decades of experience across public practice, taxation, accounting, SMSF, audit, financial advice, superannuation, retirement planning, business advisory and private client work.

 

We are a stable and relationship-focused practice. Many of our client relationships have continued across many years, reflecting the trust, continuity and practical support that clients value in their professional advisers.

 

Our Experience

Our experience spans private clients, families, professionals, small to medium business owners, SMSF compliance and advisory matters, trusts, companies and retirement-focused clients.

 

We assist clients with practical and coordinated advice across tax compliance, accounting, superannuation, SMSF compliance and audit, investment strategy, retirement planning and wealth succession considerations.

 

Where legal documentation, entity establishment, restructuring or transaction implementation is required, we work alongside the client's solicitor or other appropriately authorised professional.

 

How We Work

We believe good advice should be practical, considered and personal.

 

As a boutique practice, we take the time to understand each client's circumstances, family priorities, business interests and long-term objectives. Our role is to help clients make informed decisions, coordinate their financial affairs and plan with confidence.

 

We do not seek to be the largest firm. We focus on being a trusted adviser to clients who value experience, continuity, discretion and clear communication.

 

Our Client Relationships

KT&A Advisory has been built on long-term relationships, referrals and client trust.

 

We work best with clients who value a coordinated advisory relationship across taxation, superannuation, SMSF, retirement and family wealth planning.

 

Our approach is steady, practical and personal - supporting clients through different stages of business, retirement and family wealth transition.