Corporate Services
Owning and operating Small and Medium Enterprise (SME) can involve a number of unique challenges, for the owner and their family. To assist our SME clients, we provide a holistic service which includes a number of key areas.
"As a business owner, your most important asset is your time."
Our advice is structured around the key four phases of business ownership, and we have outlined a framework to ensure you maintain complete financial control.
Growth Stage
- Maximise time working in your business
- Access to capital
- Corporate Superannuation
- Tax efficient
- Debt Structure
Consolidation Stage
- Tax minimisation
- Maximise lifestyle goals
- Maximise Employee entitlements
Succession / Exit Stage
- Estate planning
- Succession planning
- Tax minimisation
- Wealth transfer
- Retirement funding