Make your business work for you
Are your business and personal finances set up to make the most of being a business owner?
Make sure you're considering all of the items on our Business Owners Optimisation Checklist to ensure you're getting the best deal for yourself and your business.
Financing & Structure
Lending refinancing
Business structure & trust ownership
Tax pooling
Family income allocation
Retained company profits
Complex new rules are being introduced that can impact the ability to deduct interest for tax purposes. We can help you navigate these new rules to maximise potential interest deductions.
Tax & Expenses
Income protection insurance
Business expenses
Vehicle ownership
Entertainment
Depreciation
We want our clients to access the best options available to them including making the most of the tax breaks.
Business improvement
Streamlining your business to give you more time to focus on family, hobbies or new business ventures
Maximising your business profit and value
Accessing tax-free capital gains on business sales
As you grow the business and grow its profit, this will have a direct impact on the value. All things being equal, if you purchase a business for $100k and double the profit, it will be worth twice as much when you sell it (and any gain is a tax-free capital gain!).
If your accountant is not reviewing and optimising these aspects of your business and personal life, you're not making your business work for you the way it should and it’s likely costing you.
Book a complimentary meeting or Zoom to see how we can add value to both your business and your personal life.
We really take the time to understand your business so we can advise in the areas that will make the most impact. We’ll cover quick wins, longer-term goals and succession planning so you have a high-value business to grow further, sell or pass on to future generations. We're now open late night Thursdays because we know what it's like to run a business. There are challenges but there are perks, too. Get in touch!
Are your business and personal finances set up to make the most of being a business owner?
Make sure you're considering all of the items below to ensure you're getting the best deal for yourself and your business.
Financing & Structure
Complex new rules are being introduced that can impact the ability to deduct interest for tax purposes. We can help you navigate these new rules to maximise potential interest deductions.
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Tax & Expenses
We want our clients to access the best options available to them including making the most of the tax breaks.
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Business improvement
As you grow the business and grow its profit, this will have a direct impact on the value. All things being equal, if you purchase a business for $100k and double the profit, it will be worth twice as much when you sell it (and any gain is a tax-free capital gain!).
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Description text goes here
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Description text goes here
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If your accountant is not reviewing and optimising these aspects of your business and personal life, you're not making your business work for you the way it should and it’s likely costing you. We really take the time to understand your business so we can advise in the areas that will make the most impact. We’ll cover quick wins, longer-term goals and succession planning so you have a high-value business to grow further, sell or pass on to future generations.
We're now open late night Thursdays because we know what it's like to run a business. There are challenges but there are perks, too. Get in touch!