
Optimising your business and investment structures
Is your business structured to offer the maximum asset protection for both your business and personal assets? Are your investments structured so that they are protected from your creditors? What risk management strategies do you have in place to ensure that you don’t lose everything over one simple mistake?
Asset protection strategies are also closely aligned with tax minimisation strategies and strategies put in place for an owners’ access to the profits of their business.

Succession/ retirement planning - is your business your super?
Is your business your only retirement asset? Do you have a succession plan in place to ensure that you will achieve the best possible value for this asset at retirement? Do you have a retirement strategy in place preparing for that day you decide to hang up the work boots? Have you set a realistic retirement plan?
Have you properly considered the options available to you to provide for your and your family’s retirement? What have you been doing to ensure that you can retire

Tax minimisation strategies
Is your business structured to offer the optimal tax minimisation strategy for both your business and personal incomes?
Tax minimisation strategies are also closely aligned with asset protection and risk management strategies as well as strategies put in place for an owners’ access to the profits of their business.
Contact our office for a free consultation to review your tax minimisation strategies and structures and consider whether they are appropriate for your needs.

Understand your business financial reports
You spend a lot of time, effort and money having financial reports of your business prepared annually and have internal accounting systems to keep track of all of your business income and expenditure, but do you know how to read these reports? What other benefits can you get out of these reports that can help you to improve the efficiency and profitability of your business in real time? These reports can be used as one of the most powerful management tools at your disposal. U