The right structure can reduce tax, protect assets, and support growth — but your needs can change over time.
Step-by-step Review Process
1
Define your current priorities — asset protection, income splitting, scaling
2
Review your business performance, tax position, and risk exposure annually
3
Watch for triggers like revenue growth, hiring, or property/IP purchases
4
Compare structures: sole trader, company, discretionary trust, partnership
5
Model different scenarios to see tax and cash flow impacts
6
Check for rollover relief if restructuring (to minimise CGT/stamp duty)
7
Implement changes cleanly — update ABN/TFN, bank accounts, and contracts
8
Record decisions with minutes and agreements
💡 Pro Tip
A well-timed restructure can pay for itself many times over. The key is professional advice and careful planning.
Need a Structure Review?
Our experts can analyse your current structure and recommend optimisations for your specific situation. Book a consultation today.
Book Consultation