Business Consultation Services in Australia
Australia's robust economy, Asia-Pacific gateway position, and stable regulatory environment attract global investors — but FIRB foreign investment rules, complex state-based payroll taxes, and ATO anti-avoidance provisions require expert navigation.
Australia's robust economy, Asia-Pacific gateway position, and stable regulatory environment attract global investors — but FIRB foreign investment rules, complex state-based payroll taxes, and ATO anti-avoidance provisions require expert navigation. Fintax Support Limited advises on optimal Pty Ltd structures, ATO tax planning including the R&D Tax Incentive and small business CGT concessions, and FIRB approval processes for foreign acquisitions. We develop feasibility studies, financial models, and compliance roadmaps for businesses entering or expanding across Australian states and territories.
Regulatory Framework
Foreign persons acquiring Australian businesses or land may require approval from the Foreign Investment Review Board (FIRB) under the Foreign Acquisitions and Takeovers Act. State payroll tax applies at varying rates and thresholds across NSW (5.45%), Victoria (4.85%), and Queensland (4.75%). ATO Part IVA anti-avoidance rules can apply to aggressive tax structuring arrangements.
Our Business Consultation Services in Australia
Entity Structuring (Company vs Trust vs Partnership)
Choose and implement the Australian entity structure that balances asset protection, tax efficiency, and succession objectives — from sole trader and partnership to proprietary company, discretionary trust, and corporate trustee arrangements. We model Corporations Act 2001 formation options, family trust election implications, Division 7A loan rules, and small business CGT Subdivision 152 eligibility before you incorporate or restructure.
Company vs trust vs partnership comparison
Proprietary company, discretionary trust, unit trust, and partnership structures evaluated against liability, tax, and distribution flexibility.
Corporate trustee design
Discretionary trust with corporate trustee assessed for asset protection, limited liability, and stamp duty outcomes across states.
Family trust election planning
Family trust election and interposed entity rules mapped to trust loss utilisation and CGT concession eligibility.
Division 7A and distribution review
Shareholder loan agreements, unpaid present entitlements, and deemed dividend risks assessed before profit extraction.
How It Works
Current structure and objectives review
Assess ownership, revenue, asset types, succession plans, and group footprint against Australian entity options.
Tax and legal modelling
Model company, discretionary trust, and partnership scenarios including company tax rates, trust distributions, and Division 7A exposure.
Trust and company integration check
Confirm family trust election requirements, corporate trustee suitability, and Subdivision 152 active asset tests for proposed structures.
Implementation roadmap
Deliver recommended structure with ASIC registration sequence, ABN and TFN applications, trust deed amendments, and adviser handoff.
Current structure and objectives review
Assess ownership, revenue, asset types, succession plans, and group footprint against Australian entity options.
Tax and legal modelling
Model company, discretionary trust, and partnership scenarios including company tax rates, trust distributions, and Division 7A exposure.
Trust and company integration check
Confirm family trust election requirements, corporate trustee suitability, and Subdivision 152 active asset tests for proposed structures.
Implementation roadmap
Deliver recommended structure with ASIC registration sequence, ABN and TFN applications, trust deed amendments, and adviser handoff.
Australian entity structuring under the Corporations Act 2001 and state trust law affects company tax at 25% or 30%, trust distribution streaming, asset protection, and small business CGT concession eligibility under Subdivision 152 of the Income Tax Assessment Act 1997. A proprietary limited company offers limited liability and retained earnings at corporate rates but triggers Division 7A when profits are accessed via loans or unpaid present entitlements without compliant agreements. Discretionary trusts provide flexible income distribution to beneficiaries at marginal rates but require careful family trust election management and corporate trustee arrangements to limit personal trustee liability. Partnerships suit joint ventures with transparent tax treatment but expose partners to unlimited joint liability unless combined with a corporate partner. Corporate trustees holding trust assets add a liability shield while preserving trust tax characteristics — common in family business and investment structures. Restructuring between entities requires stamp duty analysis in each state, Division 7A compliance on asset transfers, and ASIC lodgement for company changes. We coordinate with your solicitor and tax adviser so structuring supports BAS lodgement, PAYG withholding, and future Subdivision 152 succession planning without disrupting banking or lender covenants.
Common Questions
R&D Tax Incentive Optimization
Maximize Australian R&D Tax Incentive claims through AusIndustry-compliant project registration, eligible expenditure identification, and ATO review readiness. We optimize refundable offsets at 43.5% for eligible entities and non-refundable offsets at 38.5% for larger claimants — coordinating R&D strategy with EMDG export funding and Austrade market development programs where applicable.
Eligible R&D activity identification
Core and supporting R&D activities assessed against AusIndustry's experimental purpose and new knowledge criteria.
Offset rate optimization
Refundable 43.5% and non-refundable 38.5% offset rates modelled against aggregated turnover and expenditure thresholds.
Registration and claim documentation
AusIndustry registration narratives, contemporaneous records, and ATO R&D schedule preparation for audit readiness.
Export and innovation alignment
R&D claim strategy coordinated with EMDG applications and Austrade export advisory programs without double-counting costs.
How It Works
R&D activity assessment
Review projects, development workflows, and technical uncertainties against AusIndustry core R&D activity eligibility criteria.
Expenditure mapping and offset modelling
Identify qualifying salary, contractor, and decline-in-value costs with refundable vs non-refundable offset rate comparison.
AusIndustry registration and ATO claim filing
Prepare registration applications, advance findings where applicable, and integrate R&D schedules with company tax returns.
AusIndustry and ATO review support
Defend claims during AusIndustry findings reviews and ATO compliance activity with supporting documentation and adviser representation.
R&D activity assessment
Review projects, development workflows, and technical uncertainties against AusIndustry core R&D activity eligibility criteria.
Expenditure mapping and offset modelling
Identify qualifying salary, contractor, and decline-in-value costs with refundable vs non-refundable offset rate comparison.
AusIndustry registration and ATO claim filing
Prepare registration applications, advance findings where applicable, and integrate R&D schedules with company tax returns.
AusIndustry and ATO review support
Defend claims during AusIndustry findings reviews and ATO compliance activity with supporting documentation and adviser representation.
Australia's R&D Tax Incentive provides tax offsets for eligible R&D activities registered with AusIndustry before expenditure is incurred. Entities with aggregated turnover below $20 million generally access a refundable tax offset at the company tax rate plus 18.5 percentage points — typically 43.5% for base rate entities taxed at 25%. Larger entities receive a non-refundable offset at the company tax rate plus 8.5 percentage points — commonly 38.5% where the 30% corporate rate applies. Core R&D activities must involve experimental activities whose outcome cannot be known in advance and be conducted for the purpose of generating new knowledge. Supporting R&D activities must be directly related to core activities. AusIndustry conducts findings reviews on registrations — inadequate contemporaneous documentation is the leading cause of expenditure disallowance. Eligible expenditure includes salary and wages for R&D staff, contractor costs meeting the 100% or reduced overseas provisions, and decline-in-value on R&D assets. Government grants including EMDG reimbursements may reduce eligible R&D expenditure under clawback rules. We align claim preparation with your development team's actual workflows so offsets reflect genuine R&D activity and withstand AusIndustry and ATO scrutiny.
Common Questions
Business Plan & Financial Modelling
Build investor-ready business plans and AASB-aligned financial models that Australian lenders, equity investors, and grant bodies expect. We develop three-statement projections, unit economics, and scenario analysis tied to your entity structure, company tax position at 25% or 30%, and realistic Australian market assumptions.
Three-statement models
Integrated P&L, balance sheet, and cash flow projections with working capital and capex schedules under AASB principles.
Scenario and sensitivity analysis
Base, upside, and downside cases with breakeven and runway metrics for board and investor review.
Unit economics clarity
CAC, LTV, gross margin, and contribution margin modelled per product line or customer segment.
Lender and grant formats
Projections structured for bank covenant review, R&D Tax Incentive assumptions, and Austrade EMDG application support.
How It Works
Assumption workshop
Define revenue drivers, pricing, headcount, capex, and Australian tax assumptions with management input.
Model build and validation
Construct three-statement Excel or spreadsheet model with documented formulas, GST treatment, and error checks.
Narrative business plan drafting
Write executive summary, market analysis, competitive positioning, and operational plan aligned to projections.
Investor and lender package delivery
Deliver model, plan, and appendix schedules ready for bank review, equity fundraising, or grant applications.
Assumption workshop
Define revenue drivers, pricing, headcount, capex, and Australian tax assumptions with management input.
Model build and validation
Construct three-statement Excel or spreadsheet model with documented formulas, GST treatment, and error checks.
Narrative business plan drafting
Write executive summary, market analysis, competitive positioning, and operational plan aligned to projections.
Investor and lender package delivery
Deliver model, plan, and appendix schedules ready for bank review, equity fundraising, or grant applications.
Australian investors and lenders evaluate business plans against AASB-compatible financial logic — not disconnected hockey-stick spreadsheets. We build three-statement models linking revenue forecasts to debtor cycles, inventory investment, debt service, and equity raises. Company tax modelling reflects 25% base rate entity treatment and 30% standard corporate rates with franking account implications for dividend projections. Models incorporate GST cash timing, PAYG instalment obligations, R&D Tax Incentive offset assumptions at 43.5% or 38.5%, and payroll tax across relevant states. Lenders expect 12 to 36 months of monthly projections with defensible assumptions and debt service coverage ratios. Unit economics cover CAC payback, gross margin, and EBITDA — metrics Australian growth investors and bank credit teams scrutinise. Trust and company structures require different distribution and retained earnings logic in cash flow forecasts. Deliverables include sensitivity tables so management can stress-test before fundraising or committing to capital expenditure.
Common Questions
International Expansion Advisory
Guide Australian companies expanding abroad and foreign businesses entering the Australian market with entity selection, permanent establishment analysis, and operational setup roadmaps. Cross-border expansion triggers company tax, GST, transfer pricing, and Multinational Anti-Avoidance Law considerations — we coordinate launch plans with Austrade export advisory and EMDG funding strategy before you hire, invoice, or register overseas.
Australian subsidiary vs branch analysis
Proprietary limited company compared to Australian permanent establishment under ITAA 1936 with treaty and liability implications.
ASIC and ATO registration setup
Company incorporation, ABN registration, GST registration, and PAYG withholding sequencing documented for market entry.
Permanent establishment review
PE risk assessed under applicable double tax treaties and Australian domestic attribution rules for overseas operations.
Austrade and EMDG coordination
Export market entry plans aligned with Austrade advisory services and EMDG eligible promotional expenditure.
How It Works
Market entry objective definition
Clarify revenue targets, hiring plans, IP ownership, and parent company reporting requirements for Australian or overseas markets.
Entity and tax structure modelling
Compare branch, subsidiary, trust, and partnership options with company tax, withholding, and treaty outcomes.
Regulatory and operational roadmap
Map ASIC filings, ATO registrations, banking, payroll, fair work obligations, and sector-specific licences required.
Launch coordination and monitoring
Support incorporation, first-year compliance calendar, EMDG claim preparation, and ongoing PE and transfer pricing monitoring.
Market entry objective definition
Clarify revenue targets, hiring plans, IP ownership, and parent company reporting requirements for Australian or overseas markets.
Entity and tax structure modelling
Compare branch, subsidiary, trust, and partnership options with company tax, withholding, and treaty outcomes.
Regulatory and operational roadmap
Map ASIC filings, ATO registrations, banking, payroll, fair work obligations, and sector-specific licences required.
Launch coordination and monitoring
Support incorporation, first-year compliance calendar, EMDG claim preparation, and ongoing PE and transfer pricing monitoring.
Australian market entry requires choosing between a branch — creating permanent establishment company tax exposure under ITAA 1936 Division 5 — and a proprietary limited company subsidiary registered with ASIC. Multinational Anti-Avoidance Law targets structures lacking sufficient economic substance in Australia. Transfer pricing rules under Subdivision 815-A require arm's length pricing on cross-border related-party transactions. Foreign businesses entering Australia must register for ABN, consider GST registration thresholds, and comply with PAYG withholding on employee and contractor payments. Australian businesses expanding overseas trigger foreign PE analysis, controlled foreign company rules under Part 3-4, and withholding tax under applicable tax treaties. Austrade provides export market intelligence, trade missions, and advisory services supporting international expansion strategy. EMDG reimburses up to 50% of eligible export promotion expenditure for Australian businesses with total export earnings under $20 million — covering overseas marketing, trade fairs, and market research costs. We model total tax cost, compliance burden, and operational timeline before you commit to market entry or export expansion.
Common Questions
Corporate Restructuring
Execute corporate restructurings and group simplifications that preserve value, satisfy stakeholders, and maintain tax efficiency under Australian law. We advise on ASIC group restructures, Division 7A compliant asset transfers, and small business CGT Subdivision 152 rollover planning for distressed and solvent reorganisations alike.
Restructuring diagnostic
Cash flow, covenant, and working capital analysis identifying stabilisation priorities and group simplification opportunities.
ASIC group restructure planning
Schemes of arrangement, share swaps, and subsidiary amalgamations modelled under Corporations Act 2001 provisions.
Division 7A and CGT analysis
Asset and share transfers assessed for Division 7A deemed dividends and Subdivision 152 small business CGT rollover eligibility.
Director duty guidance
Corporations Act 2001 director duties and insolvent trading risk assessed throughout the restructuring process.
How It Works
Group structure and distress assessment
Map current ASIC-registered entities, intercompany balances, Division 7A exposures, and cash flow constraints.
Restructuring options evaluation
Model asset hiving, share-for-share exchanges, trust restructure rollovers, and voluntary administration alternatives with tax outcomes.
Stakeholder engagement plan
Prepare creditor proposals, lender forbearance requests, and shareholder communications for ASIC and court approvals where required.
Implementation and monitoring
Coordinate ASIC lodgements, stamp duty filings, ATO rollover elections, and post-restructure compliance reporting.
Group structure and distress assessment
Map current ASIC-registered entities, intercompany balances, Division 7A exposures, and cash flow constraints.
Restructuring options evaluation
Model asset hiving, share-for-share exchanges, trust restructure rollovers, and voluntary administration alternatives with tax outcomes.
Stakeholder engagement plan
Prepare creditor proposals, lender forbearance requests, and shareholder communications for ASIC and court approvals where required.
Implementation and monitoring
Coordinate ASIC lodgements, stamp duty filings, ATO rollover elections, and post-restructure compliance reporting.
Australian corporate restructuring operates within the Corporations Act 2001 and Insolvency Act frameworks, balancing creditor rights with business continuity and tax efficiency. ASIC group restructures — including schemes of arrangement under Part 5.1, selective capital reductions, and subsidiary amalgamations — require careful shareholder and creditor approval processes with ASIC and court oversight where applicable. Division 7A applies when assets or profits move between private companies and shareholders or associated trusts without compliant arrangements — restructuring plans must document loan agreements or dividend resolutions before year-end. Small business CGT concessions under Subdivision 152 — including the 15-year exemption, 50% active asset reduction, retirement exemption, and rollover relief — can defer or eliminate tax on asset transfers during restructures when $6 million maximum net asset value and active asset tests are met. Stamp duty varies significantly across NSW, Victoria, Queensland, and other states — group restructure concessions exist in some jurisdictions but conditions are strict. Directors face insolvent trading liability under Corporations Act section 588G if the company trades while insolvent — early professional advice protects personal exposure. We work alongside insolvency practitioners, solicitors, and tax advisers to deliver restructuring plans that maximise stakeholder recovery while preserving Subdivision 152 eligibility and clean ASIC records.
Common Questions
Financial Planning & Analysis (FP&A)
Build Australian FP&A capability with rolling forecasts, management reporting packs, and KPI dashboards aligned to AASB accounts and board expectations. We implement budgeting cycles, variance analysis, and scenario planning that connect operational decisions to company tax, BAS cash flows, and investor reporting requirements.
Rolling forecast models
Monthly reforecasting linked to actuals with driver-based revenue, cost, and cash flow projections.
Management reporting packs
Board-ready P&L bridges, balance sheet analysis, and KPI dashboards with commentary templates.
Budget and variance analysis
Annual budget process with monthly actual-vs-budget variance reporting and corrective action tracking.
Scenario and sensitivity planning
Base, upside, and downside scenarios modelled for headcount, pricing, and company tax rate changes.
How It Works
FP&A maturity assessment
Review current reporting, chart of accounts, data sources, and board information requirements.
Model and dashboard design
Build driver-based forecast model and management reporting templates aligned to AASB categories.
Budget cycle implementation
Establish annual budget timeline, departmental input templates, and consolidation workflow.
Ongoing reporting cadence
Deliver monthly close support, variance commentary, and quarterly board pack preparation.
FP&A maturity assessment
Review current reporting, chart of accounts, data sources, and board information requirements.
Model and dashboard design
Build driver-based forecast model and management reporting templates aligned to AASB categories.
Budget cycle implementation
Establish annual budget timeline, departmental input templates, and consolidation workflow.
Ongoing reporting cadence
Deliver monthly close support, variance commentary, and quarterly board pack preparation.
Effective FP&A in Australian companies bridges statutory AASB accounts and forward-looking management decisions. Rolling 12-month forecasts updated monthly outperform static annual budgets for cash management and headcount planning. Management reporting packs should reconcile to trial balance categories, explain EBITDA movements with volume, price, and cost bridges, and track KPIs relevant to your sector — recurring revenue metrics for SaaS, stock turns for retail, utilisation for professional services. Company tax cash provisioning requires modelling 25% base rate entity treatment versus 30% standard rates, PAYG instalment obligations, and R&D Tax Incentive offset assumptions at 43.5% or 38.5%. Trust structures require beneficiary distribution forecasts alongside company retained earnings projections. Budget variance analysis identifies operational drift early — separating GST timing differences from genuine performance gaps. We implement FP&A processes using Excel, cloud planning tools, or Odoo integration depending on your finance team capacity and ERP maturity.
Common Questions
Risk Management & Internal Controls
Design risk management frameworks and internal control systems aligned with ASX Corporate Governance Principles, APES 315 audit expectations, and Corporations Act 2001 director duties. We help boards and management teams identify, assess, and mitigate operational, financial, and compliance risks with documented controls that satisfy auditors and investors.
Risk register development
Comprehensive risk identification and assessment mapped to likelihood, impact, and mitigation owners.
Internal control design
Financial, operational, and IT controls documented with segregation of duties and approval hierarchies.
Governance framework alignment
ASX Corporate Governance Principles and Corporations Act 2001 director duty requirements applied to reporting structures.
Control testing and monitoring
Key control testing programmes and ongoing monitoring procedures for ASA audit and assurance readiness.
How It Works
Risk and control gap assessment
Review current policies, processes, and prior audit findings against governance and regulatory expectations.
Risk register and control mapping
Document key risks with inherent and residual ratings linked to specific control activities.
Policy and procedure drafting
Write financial controls, authorisation limits, and operational policies for board approval.
Implementation and assurance
Roll out controls, train staff, and establish monitoring cadence for board and audit committee reporting.
Risk and control gap assessment
Review current policies, processes, and prior audit findings against governance and regulatory expectations.
Risk register and control mapping
Document key risks with inherent and residual ratings linked to specific control activities.
Policy and procedure drafting
Write financial controls, authorisation limits, and operational policies for board approval.
Implementation and assurance
Roll out controls, train staff, and establish monitoring cadence for board and audit committee reporting.
Australian companies of all sizes benefit from structured risk management — ASX-listed entities follow the ASX Corporate Governance Principles and Recommendations on a comply-or-explain basis, while large proprietary companies crossing Part 2M.3 audit thresholds face enhanced financial reporting scrutiny. Internal controls over financial reporting prevent fraud, errors, and audit qualifications — covering purchase authorisation, payroll verification, bank reconciliations, and access management. Risk registers should identify strategic, operational, financial, and compliance risks with assigned owners and mitigation timelines reviewed at each board meeting. APES 315 requires external auditors to understand and evaluate entity-level controls — documented control frameworks reduce audit effort and findings. Sector-specific requirements add layers — APRA-regulated entities need prudential compliance, NFPs require ACNC governance standards, and companies handling personal information must embed Privacy Act 1988 accountability. Division 7A compliance controls — monitoring shareholder loans and unpaid present entitlements — are critical for private company groups. We design proportionate frameworks matching your size and complexity rather than imposing listed-company bureaucracy on SMEs.
Common Questions
Cost Reduction & Efficiency Consulting
Identify and deliver sustainable cost savings across your Australian operations without compromising growth capacity or regulatory compliance. We analyse spend categories, process bottlenecks, and organisational design to build efficiency programmes with measurable EBITDA impact — preserving R&D Tax Incentive eligibility and Subdivision 152 active asset tests.
Spend category analysis
Procurement, payroll, property, and overhead costs benchmarked against sector norms and Australian market rates.
Process efficiency review
End-to-end process mapping identifying duplication, manual work, and automation opportunities.
Organisational design assessment
Span of control, role clarity, and outsourcing vs in-house decisions evaluated for cost and capability.
Savings tracking and governance
Benefits realisation framework with baseline metrics, targets, and monthly savings reporting.
How It Works
Cost baseline and diagnostic
Analyse P&L spend categories, headcount costs, payroll tax exposure, and process cycle times against benchmarks.
Opportunity identification and prioritisation
Rank savings initiatives by EBITDA impact, implementation effort, and risk to operations and tax positions.
Implementation planning
Deliver detailed action plans with owners, timelines, and change management requirements under Fair Work obligations.
Benefits tracking and review
Monitor savings delivery monthly with variance reporting and course correction as needed.
Cost baseline and diagnostic
Analyse P&L spend categories, headcount costs, payroll tax exposure, and process cycle times against benchmarks.
Opportunity identification and prioritisation
Rank savings initiatives by EBITDA impact, implementation effort, and risk to operations and tax positions.
Implementation planning
Deliver detailed action plans with owners, timelines, and change management requirements under Fair Work obligations.
Benefits tracking and review
Monitor savings delivery monthly with variance reporting and course correction as needed.
Sustainable cost reduction in Australian businesses requires understanding fixed versus variable cost structures, Fair Work Act constraints on headcount changes, state payroll tax thresholds, and commercial lease obligations. Procurement consolidation across suppliers often delivers 5% to 15% savings on addressable spend without quality compromise. Process automation through Odoo workflows, AP automation, and Single Touch Payroll integration reduces manual finance team hours. Offshore outsourcing of transactional finance functions must account for transfer pricing documentation and Privacy Act data handling requirements. Shared service centres within Australian corporate groups can centralise AP, AR, and payroll while maintaining ASIC compliance across entities. Cost reduction plans must preserve R&D Tax Incentive eligible activities — cutting R&D headcount or restructuring development teams can reduce qualifying expenditure and offset rates at 43.5% or 38.5%. Asset sales or business line discontinuations can affect Subdivision 152 active asset percentage tests and family trust distribution capacity. We build savings programmes with explicit EBITDA targets, implementation milestones, and governance reporting so boards track delivery against commitments.
Common Questions
Succession & Estate Planning
Plan business succession for Australian owner-managers through estate freezes, trust restructure rollovers, and Subdivision 152 small business CGT concession optimization. We coordinate tax-efficient ownership transitions that preserve discretionary trust flexibility, maximize the four Subdivision 152 concession types, and prepare the next generation or external buyers for leadership continuity.
Succession timeline planning
Five to ten year succession roadmaps balancing family equity, management capability, and tax efficiency.
Subdivision 152 concession mapping
15-year exemption, 50% active asset reduction, retirement exemption, and rollover relief assessed against $6 million net asset test.
Estate freeze and trust restructure
Corporate trustee arrangements and trust restructure rollovers designed to cap founder gains and allocate future growth.
Family trust election continuity
Family trust distribution tests and interposed entity rules managed to preserve loss utilisation and CGT concession access.
How It Works
Succession objective and timeline review
Define transition goals, successor identification, valuation expectations, and founder retirement funding requirements.
CGT concession and structure assessment
Evaluate Subdivision 152 eligibility — active asset tests, $6 million net asset value, and family trust election status.
Estate freeze and restructure design
Model share or unit transfers, trust restructure rollovers, and Division 7A compliant funding arrangements.
Implementation and handover coordination
Execute restructure with solicitor and tax adviser support, ASIC lodgements, and management transition planning.
Succession objective and timeline review
Define transition goals, successor identification, valuation expectations, and founder retirement funding requirements.
CGT concession and structure assessment
Evaluate Subdivision 152 eligibility — active asset tests, $6 million net asset value, and family trust election status.
Estate freeze and restructure design
Model share or unit transfers, trust restructure rollovers, and Division 7A compliant funding arrangements.
Implementation and handover coordination
Execute restructure with solicitor and tax adviser support, ASIC lodgements, and management transition planning.
Australian business succession for owner-managers centres on tax-efficient wealth extraction through Subdivision 152 small business CGT concessions and trust or company restructure mechanics. The four concession types — 15-year exemption under section 152-10, 50% active asset reduction, retirement exemption capped at lifetime limits, and rollover relief under section 152-410 — can eliminate or defer CGT on active business assets when $6 million maximum net asset value and active asset percentage tests are met. An estate freeze exchanges founder equity for fixed-value interests via trust or company restructure rollovers, capping the founder's taxable gain while allocating future growth to successors holding new equity. Discretionary trusts with corporate trustees remain the dominant succession vehicle — family trust election maintenance ensures loss utilisation and concession access for family group beneficiaries. Division 7A compliance is critical when funding buyouts through company loans to exiting shareholders. Third-party sales demand clean AASB financial records, normalized EBITDA, and R&D Tax Incentive positions that withstand buyer due diligence. We coordinate with solicitors, tax advisers, and valuers so succession plans preserve Subdivision 152 eligibility, family trust election integrity, and operational continuity across generations.
Common Questions
Digital Transformation Advisory
Accelerate Australian business performance through ERP implementation, finance automation, and digital workflow design that reduces manual effort and improves management visibility. We advise on Odoo deployment, cloud accounting migration, and process automation aligned to AASB reporting, Single Touch Payroll Phase 2, and ATO digital compliance requirements.
ERP and Odoo implementation
Odoo ERP scoping, configuration, and rollout covering finance, inventory, CRM, and project modules.
Finance process automation
AP automation, bank feeds, expense management, and month-end close workflows digitised end-to-end.
Cloud accounting migration
Xero, MYOB, or QuickBooks migration with chart of accounts mapping and opening balance validation.
Management reporting integration
Real-time dashboards connecting operational data to FP&A models and board reporting packs.
How It Works
Digital maturity assessment
Review current systems, manual processes, pain points, and reporting gaps across finance and operations.
Technology roadmap and vendor selection
Define requirements, evaluate Odoo, cloud accounting, and automation tools against budget and timeline.
Implementation and data migration
Configure systems, migrate historical data, and integrate banking, payroll, STP Phase 2, and ATO connections.
Training and continuous improvement
Train finance and operations teams, establish support processes, and plan phased automation expansion.
Digital maturity assessment
Review current systems, manual processes, pain points, and reporting gaps across finance and operations.
Technology roadmap and vendor selection
Define requirements, evaluate Odoo, cloud accounting, and automation tools against budget and timeline.
Implementation and data migration
Configure systems, migrate historical data, and integrate banking, payroll, STP Phase 2, and ATO connections.
Training and continuous improvement
Train finance and operations teams, establish support processes, and plan phased automation expansion.
Digital transformation for Australian businesses must align with Single Touch Payroll Phase 2 reporting, AASB financial reporting, and ATO digital record-keeping requirements. Odoo ERP provides integrated finance, inventory, CRM, and project management for growing Australian SMEs replacing disconnected spreadsheets. Cloud accounting migration to Xero or MYOB improves bank reconciliation, BAS preparation, and adviser collaboration through secure cloud access. AP automation reduces invoice processing costs and strengthens audit trails expected under Australian Auditing Standards. STP Phase 2 requires employers to report additional payroll information — including paid leave, salary sacrifice, and termination details — through payroll software with each pay run. Freed finance capacity can redirect to FP&A and commercial analysis rather than transactional processing. Trust and company structures require chart of accounts design supporting both statutory AASB accounts and management reporting without duplicate data entry. We manage implementation from requirements through go-live, ensuring systems support ASIC financial report preparation, Division 7A loan tracking, and R&D expenditure capture for AusIndustry claims.
Common Questions
Frequently Asked Questions
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