Advisory Services

Whether starting your own business, implementing a growth strategy by acquiring another business with existing client base or acquiring new assets, establishing the right ownership structure is critical to ensure appropriate operational efficiencies, avoid unwelcome tax implications and achieve your goals.

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A common structure that may be appropriate for one circumstance could be entirely inappropriate for another. If you are considering the pros and cons of a specific business structure, It’s worth seeking expert guidance to assess what is suitable for you now and into the future.

As a potential purchaser, how do you know if the business you want to buy is what you think it is? It’s often what’s not said by the business owner in these situations that is most important.

 

Buying a business can be stressful. As prepared as you are to enter the world of owning your own business, sometimes you need the practiced and independent eye of a specialist to give you some guidance and to let you know: Are you getting a good deal, or not?

A Self-Managed Superannuation Fund (SMSF) is a privatised superannuation trust structure that allows members to provide and further manage financial assets in retirement.

 

A SMSF is a proven asset protection tool and this option allows for greater tax planning flexibility and control, which would not usually be achievable with industry superannuation funds.

Business succession and estate planning is a complex issue. Managing your family, businesses and assets requires regular care and attention.

 

To transfer wealth across multiple generations you need well-thought-out strategies and tax-efficient structures. The importance of preparing and maintaining a tax effective estate plan cannot be underestimated.