06 Advisory

Business advisory and structuring

Getting the structure right for what you are actually building, and the advice that goes with it.

Fee
$690 to $2,900
Turnaround
2 to 6 weeks
Sits in
Growth

Sole trader, company, trust, or a company as trustee: the right answer depends on who is at risk, who you want to be able to pay, and what you intend to sell one day. We map your current structure, explain the asset protection and tax consequences of a change in plain terms, and if a change is warranted we handle the company registration, the trust deed, the ABN and GST registrations and the transfer of the business across. Where stamp duty or capital gains would make a change expensive, we will tell you to stay put.

What is included

  • Review of your current structure and where the risk sits
  • Written comparison of the realistic options with costs
  • Company registration and trust establishment where warranted
  • ABN, GST, PAYG and TFN registrations handled
  • Annual ASIC company review support
Imogen Traill and a client talking across the meeting table, with the sorting trays and the three bowls between them
Options drawn on paper before anybody commits to one.
Growth

$690 to $2,900

the range runs from a straightforward sole trader to company change through to a company and family trust set-up; ASIC and government fees are charged at cost on top

Talk about structure

or call (07) 5550 0080

02How it runs

Four steps, in this order

Typical turnaround: 2 to 6 weeks. You are told which step we are on, without having to ask.

  1. 01 Map the current structure, assets and risks
  2. 02 Compare the realistic options in writing
  3. 03 Set up and register whatever is warranted
  4. 04 Transfer the operating business across cleanly

03Asked often

Before you ring

If your question is not here, it is probably on the FAQ page, and if it is not there either, ring and ask.

Should I move from sole trader to a company?

Sometimes. It helps when profit is consistently above what you draw, when you are taking on staff or contracts with real liability, or when you plan to sell. It is a cost with no benefit if you are earning under the point where the tax difference pays for the compliance.

What does the change actually cost me to run each year?

A company adds the ASIC annual review fee, a company tax return and financial statements. Our small company package covers the accounting side of that at a fixed annual fee so there is no guessing.

Can I change structure partway through the year?

Yes, though 1 July is tidier and usually cheaper because it avoids two part-year sets of accounts. If there is a reason not to wait, we will do it properly mid-year.

07The first meeting

Start with the free meeting

Forty-five minutes, no charge, no obligation afterwards. Long enough for us to tell you what we would charge and whether we are the right fit. In the office, at your property or on the phone.

What to bring

  • Last year's return and the notice of assessment
  • Access to whatever bookkeeping file you already have
  • Bank statements for any account the business uses
  • A rough idea of what the business does and where it is going
  • Anything you have been putting off opening

Or skip the form

(07) 5550 0080
  • Mon to Thu 8:30am to 5:00pm
  • Fri 8:30am to 4:30pm
  • Sat Closed, except by appointment from July to October
  • Sun Closed

Leave a message and we return it the next business morning. Fixed-fee clients can book an evening or early-morning call through the client portal, which suits people who are on a job site or in a paddock during office hours.

Book a first meeting

Tell us roughly where things are at and we will come back to you the same business day. Or call (07) 5550 0080 and speak to Marcus now.

or call (07) 5550 0080

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