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Taxation & Accounting

Tax Structures and Planning          

It is vitally important to administer your business or investment operation using the most appropriate and tax effective structure.

Choosing the most appropriate structure for your business or investment operation should be done before purchasing the business or investment and with regard to your present position and is at the heart of tax planning and asset protection.

Each of the entity types;

  • sole trader
  • partnership of individuals
  • discretionary trust (commonly known as “Family Trust”)
  • unit trust
  • partnership of discretionary trusts
  • private company
  • self managed superannuation fund (SMSF)
  • joint venture
  • testamentary trust

have their own advantages and disadvantages and we can explain,  analyse and educate you as to which would be the most appropriate for you.

We also arrange for these entities to be formed and the necessary documents and statutory records to be drawn up and then get the entity efficiently establish ready for you to commence operation.

Over time, as your business or investment operation grows and evolves, and legislation changes, it may be necessary to change this structure. We can assist you in this area as we have the expertise to identify when structural change needs to be implemented, and ensure a smooth transition from one structure to the next.