Structuring & transactions

Structure is cheap to get right at the start and expensive to fix later. Most of the painful tax outcomes we see began as a reasonable decision made without advice three or four years earlier.

What’s included

• Company, trust and partnership setup, including trust deeds and constitutions
• Structure reviews and restructures, including rollover relief where available
• Asset protection and succession planning
• CGT small business concessions: eligibility analysis before a sale, not after
• Buy-side and sell-side support: due diligence, deal structure, earn-out modelling
• Division 7A planning for money moving between you and your entities
• Family trust elections and distribution planning