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Business Advice

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Business Advice

  • The appropriate structure when starting or expanding your business (both onshore and offshore)
  • Strategic/Business Planning for the operation of your business
  • Assistance with the recruitment of key personal in the financial department, including the Chief Financial Officer and Finance Operating Officer
  • Your obligations as a Director
  • Assistance to companies on complying with their ASIC reporting obligations (e.g. Director or shareholder changes, allotment or transfer of shares).
  • Assistance in settling shareholder disputes
  • Business acquisitions and mergers including due diligence

Cash Flow Modelling & Management

  • Increasing the value of your business
  • Enhancing business performance
  • Minimising their financial risk
  • Preparation of cash flow budgets

Succession Planning

  • Advice on succession planning; this often involves passing the business and assets from one generation to the next
  • Assistance with goodwill inherent in the owner to the business, enabling a business sale
  • Develop strategies in relation to planning for an owners exit up to 5 years in advance
  • Advice on extracting wealth from the business for the owners personally
  • Implemented strategies to clients on how they can safeguard assets from insolvency and marital breakdowns

Estate Planning

  • We have advised a large number of clients on estate planning
  • Tax effective methods of transferring wealth from one generation to the next including use of trust structures, etc
  • Interaction between estates and superannuation

Banking & Financing

  • We have assisted in multiple successful applications for facilities for a wide variety of transactions including working capital requirements and property and business finance
  • We have been closely involved in family and corporate transactions and restructures

Contact Us


Face Behind The Service

Dan Hay looks after the affairs of business clients ranging from accounting and tax compliance through to finance applications, budgeting and business planning. If you are wanting to enquire about any of our small business services, give us a call and ask for Dan.


Our team have the following qualifications:

  • CPA
  • MBA
  • B.Bus
  • B.Com