What we do

Optimise your business structure

We help you set up or untangle your current business structure so that you can:

  • Minimise tax

  • Protect your personal and business assets

  • Manage company loans (Division 7A)

  • Enable tax-free restructures (rollover provisions)

We’ll explain what it means in simple terms and show you how it works, specific to your situation.

Two men sitting at a conference table, both looking at laptops and appearing focused, in a room with wooden walls.

WHY it matters

  1. Pay the ‘right amount of tax’
    Structuring your business isn’t a one-size-fits-all. We’ll tailor your structure to your goals so you’re not paying more tax than necessary.

  2. Protect your Home, Savings & other personal assets
    Consider your worst case scenario: if someone was to sue your business, you need to ensure that your structure will keep your family home and personal assets safer.

  3. Simplify Company Loans (Division 7A)
    If you’ve dug up money from your company before paying it back, you might owe extra tax. We’ll ensure you’ve set up repayment terms correctly.

  4. Smooth restructures with rollover relief
    Growing or repositioning your business? We’ll check if you can move assets or shares without immediate tax using ATO-approved rollover rules (subject to eligibility criteria).

Take the guesswork out of your structure

  • Speak to a Chartered Accountant & Registered Tax agent - we are owner operated and nothing is offshored.

  • We use the latest ATO rules and regulations, including Division 7A and rollover provisions.

  • We are based in Melbourne, servicing clients right across Australia.

Next Steps

  1. Book a free 15-minute chat to assess your current business structure.

  2. We’ll give you a snapshot of where you’re at and our high-level assessment.

  3. If you are happy with that, we will go ahead and prepare a proposal with clear pricing, so that there are no surprises.

  • Tax Optimisation

    We review how you and you business are structured to ensure that you are paying the optimal amount of tax.

  • Risk Analysis

    We review your risk profile - what your exposure is in terms of personal and business assets in the event of any legal action

  • Asset Protection

    We check how protected you and your assets are and the best way to protect them.

  • Div7a Loan Management

    We help review and assist your dreaded Div7a loans to see if they being paid of in the optimal way.

  • Optimal Structure

    We advise on what the optimal structure for your group is including steps to make it happen!

  • Rollover Provision Eligibility

    If your restructure includes a rollover, we review and advise on the eligibility criteria.