Your accountant set up your trust, then left you to figure out distributions, director loans, and whether that side project needs its own entity. Most structure consultants operate this way. We don't.
Your accountant doesn't return calls about distributions because that wasn't in the scope. You're left with documents you don't fully understand and questions no one seems willing to answer.
Trust deed, company constitution, structure diagram - it all made sense in the meeting. Then your advisor vanished. Now you're staring at a director loan account and distributions you're not sure you can make.
You were sold a structure. What you needed was someone to run it with you. Moving money between entities, documenting loans, answering ATO questions - that's where we come in.
We'll look at your current structure and tell you what's working and what isn't. No pitch, no obligation. A clear assessment takes thirty minutes.
Comparing finance quotes gets complicated fast, chattel mortgage, lease, unsecured loan. Each one has different deduction timing and cash flow consequences. One call, twenty minutes. You know which structure works for your numbers before you sign anything.
Pulling money out for a house deposit means choosing between dividend, salary, or director's loan. Each carries different tax consequences at your marginal rate. This isn't a March question, it's a Tuesday morning one.
They've been handling client work for two years. Now you want to make it official. Director, shareholder, or employee? What happens to the profit split you've been doing informally? By Friday, you have a plan.
Your solicitor mentioned a trust structure for the commercial property you're buying through the business. Does that make sense for your situation? What does it cost to run? How does it affect your ability to pull money out later? We talk it through before you sign anything.
A $45K software bill just arrived. Pay it now or in 30 days? Where are you on profit this year? Does the deduction matter more now or later? Five minutes to answer when someone already knows your numbers.
Pulling money out for a house deposit means choosing between dividend, salary, or director's loan. Each one has different tax consequences. Which structure makes sense for your marginal rate this year? This isn't a March question. It's a Tuesday morning question.
Thirty minutes on Zoom. Your entity structure, current tax position, and the decisions sitting in front of you right now. We're figuring out where you are so we know what proactive tax advice looks like for your situation specifically.
A decision comes up. You call. We already know your structure, your tax position, your cash rhythm. The advice is specific, not generic, because we're already inside your numbers, not catching up to them.
We've taken over your compliance calendar. BAS, super, payroll tax, no more chasing deadlines. When you call with a question, you're getting an answer from someone with a current understanding of your numbers, not a best guess.
Year-round tax planning built into monthly reporting and quarterly reviews, not a June scramble.
Strategies that move the needle for $500k to $5M businesses: structure, super, timing, depreciation.
Capture every deduction you're entitled to as it happens, not reconstructed at tax time.
Most structure reviews take two to three weeks. Implementation varies with what we find. A simple entity cleanup might take a month. Rebuilding a trust structure with asset transfers can take three months. We give you a timeline in the first week, not the last.
We take project work for discrete problems like setting up a new trust or restructuring before a property purchase. Projects start at $8,000 and run four to eight weeks depending on complexity. Most clients move to a retainer once they see how often structure questions come up.
No. We work alongside your accountant, not instead of them. They handle compliance and lodgements. We handle structure, cash flow, and commercial advice. Some clients eventually bring everything under one roof with us. Others keep their accountant and add us as their finance team.
Same-day response for anything time-sensitive. A bank needs financials by Friday, a supplier wants a guarantee, you're signing a lease and need to know which entity should hold it. We respond within a few hours on weekdays, usually faster.
Your accountant looks backward at compliance. We look forward at structure and strategy. They lodge your returns and keep the ATO happy. We make sure your entities are set up to minimise what you owe, protect what you've built, and support where you're going.
If you're under $500K in revenue and your structure is simple, a retainer might not make sense yet. We'll tell you that in the first conversation. Some businesses need a one-off structure fix and annual check-ins.
No pitch deck, no hard sell. We'll take an honest look at where you are and whether we can help. One conversation to find out if this partnership fits.
