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Business Advisory

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Business Advisory

  • 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


  • The application of accounting standards
  • Preparation of consolidated financial statements for company groups
  • Financial software requirements in order to achieve the best management reporting data


We offer advice in many areas of taxation, some of which include:

  • Capital Gains Tax (CGT), particularly utilising available concessions
  • Methods to legally minimise your taxation obligations
  • Liaising with the Australian Taxation Office in relation to payment plans and other matters.

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

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