Starting out
You are about to start trading. You want to register once and get it right. Fixing it later is harder once you have contracts, staff and a tax history.
The right structure, before it gets expensive.
Sole trader, partnership, company, discretionary trust or unit trust. A discretionary trust is one where the person running it chooses who gets the income. A unit trust is split into fixed shares. We look at asset protection (keeping your own assets safe if the business gets into trouble). We also look at tax and who else is coming in. We tell you which one to use, in writing. Then we set it up.
What's included
Advice on the structure, not a form to fill in.
We compare each option against your business. We put it in writing before we register anything.
- We compare sole trader, partnership, company, discretionary trust and unit trust. We build it around your own business
- What a creditor (someone you owe money to) or a person suing you could take under each option, and what is safe
- How the profit is taxed, how you can take it out, and what each structure costs to run each year
- How you split ownership when a partner or investor comes in, and what changes for everyone
- Moving your current business into a new structure. We check if a tax rule called the small business restructure rollover lets you move without paying tax on the change
- Our advice in writing, with the reasons. You can look back at it when the business changes
Next step
We decide the structure, then we register it.
Once we agree on the structure, the same team registers it. You get a file that is ready to trade.
Company Registration
We register your new company with ASIC (the company regulator) and the ATO (the tax office). We record the directors (who run it) and shareholders (who own it) the way the advice said.
Register a companyTrust Setup
We set up a discretionary or unit trust. That means the trust deed (the document that sets up the trust), the trustee (who runs it) and the registrations. Distributions (payments of income out of the trust) then work as planned.
Set up a trustSMSF Establishment
An SMSF is a self-managed super fund, a super fund you run yourself. We set it up and register it. It suits owners who want control over their retirement savings.
Establish an SMSFWho it's for
Three moments when structure matters.
Most people come to us at one of these points. If yours is different, a chat is still the place to start.
Bringing someone in
A partner, investor or family member is joining. Your current structure was set up for one person.
Outgrown the setup
You started as a sole trader or partnership. The business now has more income, staff or risk than that setup can handle. You want to move without a tax bill you could have avoided.
How it works
Three steps, then the structure is yours.
We follow Australian rules. No work starts until you agree the scope (what we will do and what it costs).
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A conversation
We talk about what the business does, what it owns, who is involved and where it is going. Thirty minutes is usually enough to get five options down to two.
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A fixed scope in writing
We agree which structures we will compare and what our written advice covers. We set the cost and the finish date. You get all of it in writing before any work starts.
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The same team, all year
The accountant who chose your structure keeps your file. They lodge (send in) the returns for it and tell you when it is time to look at it again. You can reach them by phone, text or WhatsApp, and they answer the same day.
Related services
The structure sets up everything that follows.
Once it is in place, these are the services that keep it working.
Tax & Compliance
The structure decides how we do your returns. We lodge income tax, GST (goods and services tax) and BAS on time for every business we set up. The BAS is the GST form you send the ATO.
Tax & ComplianceAdvisory & Payroll
You are thinking about a partner, an investor or an exit (selling or leaving the business). We advise on the numbers behind that choice. Once you have staff, we run your payroll.
Advisory & Payroll