Accounting, tax & business advisory
Business structuring & tax advice
Strategic entity formation and tax planning using companies, discretionary family trusts, unit trusts, and holding company asset-protection structures.
How we can help
Ensures your business and investments are structured in the legal entity that delivers the lowest tax rate and protects personal assets from business risks.
- Protect the family home and private savings from potential business lawsuits or creditors
- Reduce effective business tax rate from marginal top brackets (47%) down to corporate rates
- Future-proof entity structure for bringing on business partners or achieving a tax-free sale
Fees and scope
from $500
Normal benchmark: from $500 company/trust setup & strategic tax structuring
These are indicative fees for the stated scope. We confirm the work, applicable charges and timing with you before proceeding.
What happens next
1. Tell us what you need
Submit your enquiry with the services you have selected and any relevant context.
2. Agree the scope
We review your circumstances and confirm the appropriate service, information needed and fees.
3. Plan the work
Your adviser explains the next steps and agrees a suitable timetable with you.
Working with your records
Tell us whether you use Xero, QuickBooks, MYOB or another system. We will confirm the records and access required for your particular service.