Current-state map
Entities, shareholders, directors, trustees, beneficiaries, loans, key assets, registrations and the commercial relationships between them.
Ownership, control and risk
Does your structure still fit
the business you have today?
A practical review of companies, trusts, ownership and operating arrangements for Australian business owners whose circumstances have changed.
More than a tax rate
Structure affects how the
whole business operates.
A structure that was appropriate at startup may become inefficient, risky or unnecessarily complicated as profits, assets, family circumstances and future plans change. We map the current position before recommending action.
The review considers ownership and control, where business and investment assets sit, how profits and cash move, tax and compliance obligations, succession intentions and the practical cost of maintaining or changing the arrangement.
Fit and risk assessment
Whether the structure supports current operations, growth, finance, asset separation, profit retention, distributions, succession and the owners' priorities.
Practical options
Clear observations, alternatives and implementation questions, including matters requiring legal, finance or other specialist advice before a change is made.
Important limitations
Changing structure can
create consequences.
Restructuring may affect income tax, capital gains tax, GST, duty, contracts, licences, finance and asset ownership. We do not treat a new entity as a complete solution in isolation.
Where change is appropriate, we coordinate the accounting and tax work with your lawyer and other advisers. If the current structure remains suitable, the review can also provide confidence and a cleaner record of why it is being retained.
Frequently asked questions
What clients often ask
before we begin.
When should a business structure be reviewed?
A review is useful when ownership, profits, risk, staffing, assets or succession plans have changed, or before a major transaction such as admitting an owner, acquiring a business or selling.
Does a structure review automatically mean changing entities?
No. The purpose is to understand whether the current structure remains suitable. A change is recommended only where the expected benefits justify the tax, legal, administrative and commercial consequences.
Will legal advice also be required?
Often. We focus on accounting and tax considerations and coordinate with your lawyer where deeds, agreements, asset protection or legal implementation require specialist advice.
Review before restructuring
Start with the facts,
not a new registration.
We will confirm the entities and records required, the questions to be addressed and the scope of the written review.