Setup of Various Entities involves establishing companies, SMSFs, and trusts for business and financial management.
✅ Incorporation & Registration – We handle all aspects of company formation, including registering with the Australian Securities & Investments Commission (ASIC) and obtaining an Australian Business Number (ABN) and Tax File Number (TFN).
✅ Corporate Structure Advice – We provide advice on the shareholder and director structure, ensuring your company setup aligns with your business goals.
✅ Company Constitution & Shareholder Agreements – Drafting a company constitution and assisting with shareholder agreements to ensure clear terms for decision-making and profit distribution.
✅ Compliance Setup – We ensure that your company is fully compliant with corporate laws, tax regulations, and reporting obligations.
✅ Family Trust Setup – Setting up a discretionary family trust allows you to protect your wealth and distribute income in a tax-effective manner. We ensure that your trust deed is properly tailored to meet your family’s needs.
✅ Unit Trust Setup – Ideal for joint ventures or property investments, a unit trust provides clear ownership of assets based on units held. We assist in the formation and structuring of unit trusts for investment or business purposes.
✅ Trust Deed & Trustee Advice – We prepare a trust deed that defines the terms of your trust, ensuring it’s structured to maximize flexibility and minimize tax obligations.
✅ Compliance & Reporting – Ongoing advice on trust distributions, tax implications, and reporting requirements for your trust.
✅ Partnership Agreement & Structuring – We help you create a partnership agreement that outlines the roles, responsibilities, and profit-sharing arrangements between partners, providing clarity and minimizing disputes.
✅ Tax Considerations & Liability Protection – Advice on tax-effective partnership structures and strategies to protect your personal assets.
✅ Registration & Compliance – Assistance with registering your partnership with the appropriate authorities and ensuring compliance with partnership tax obligations.
✅ Establishment of SMSF – We assist in establishing your own SMSF, including preparing the trust deed, registering with the ATO, and ensuring that the structure is compliant with superannuation laws.
✅ Trustee Structure Advice – Guidance on selecting the right trustee structure (individual trustees vs. corporate trustee) based on your financial goals.
✅ Investment Strategy & Compliance – We work with you to create an SMSF investment strategy that aligns with your retirement goals and complies with superannuation regulations.
