How we've helped clients

Focus on what matters

Wins

Here to help you with more than just debits and credits

We enjoy working with you to implement strategies that maximise your overall financial position.

Here’s a snapshot of some of the wins we’ve achieved for clients by jumping in the helicopter to look beyond the standard checks and balances.

Tax Minimisation

By getting to know our client and their family situation we realised a recurring $8,000 per annum tax saving for the family group by utilising their disabled son as an excepted person for Trust distributions. A wonderful saving that they could have been accessing for years prior if the right questions had just been asked!

Debt Recycling

By stepping back and looking at how a potential client’s business had been funded, we saw an opportunity to recycle debt around the group to make what was non-tax-deductible interest now deductible, saving them $25,000 per annum.

Structure Simplification

In reviewing the entities of two recently appointed clients, we were able to identify at least one entity (two in the case of one of the clients) that was now superfluous to the group and could be wound up). Striking off an entity allowed for a reduction in their accounting fees, along with a more simplified structure that was easier to understand.

 

Corporate Beneficiary / Bucket Company

By incorporating a new corporate beneficiary into a group with a new family trust as shareholder, we were able to increase distribution flexibility and potentially minimise top-up tax in the future.

Business Sale

A potential client came to us seeking advice on the capital gains tax implications on the potential sale of his business – he faced an $800,000 tax bill given the share structure of the company. While it was too late to correct the underlying structure issue, we were able to identify an alternative opportunity to reduce this client’s tax bill by $300,000.

Asset Protection

To better protect a client’s assets we saw an opportunity to rearrange the client’s affairs and protect $3.9 million worth of value away from any trading risk.

 

What could your win be?

Click here to register for a complimentary proactive tax review to confirm you’re in the best position.

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