Building a successful family business is a great launch-pad for future prosperity.
But long-term family wealth still requires action on your part now to start growing investments and building a healthy retirement fund.

There are some excellent options available to help you do this – and we can advise on these via our independent financial advice service.

Financial advice and SMSFs
for trade business owners…

Your family’s financial success is intrinsically linked to the success of your business. How do you bring your family business and family wealth together for the long-term benefit of you all?
A self-managed super fund (SMSF) may be a great option but they can be complex and you need to weigh up the pros and cons.

We work closely with qualified and experienced financial advisors who will help you get clearer on your options and manage the choices available to you. Whilst they do the advice, we’ll help you keep the fund compliant.

  • Self-Managed Super Funds (SMSFs) advice & establishment – who can open them and are they right for you and your family? What can you invest your money in and what are the likely returns? We will introduce you to a financial advisor who can provide an initial assessment for you.
  • SMSF Investment and insurance advice – it’s not just about growth. You also need to protect your wealth with the right insurance cover and the financial advisor will review this with you.
  • SMSF ongoing accounting, taxation and compliance – if you decide to go ahead with an SMSF, we’ll help you keep it running smoothly so that it doesn’t eat into your precious time.

book a free
chat today

Bringing your financial
objectives closer…

Our focus is on your business matters and business structuring for asset protection, tax efficiency and succession planning. Working with us we have an extensive network of skilled professionals we can refer you to including financial advisors, mortgage brokers, asset finance specialists, insurance brokers and commercial lawyers – each with their own set of skills and experience.

Typically, some assets will be held inside super and some outside, to meet your current and future needs. We’ll explain the pros and cons of each, with advice and guidance specific to your circumstances

A financial advisor will help you review your current asset and income position and your future financial objectives

Our mortgage brokers and asset finance specialist will find the right deal at the right rate for your lending needs

Our insurance broking network will help protec your business and personal assets

And our commercial lawyers help de-risk important business contracts and can help with estate planning

For family businesses, your personal, business and super all form part of a collective picture, so we don’t limit our advice to just one aspect of it. We look at the whole and utilise the skills and expertise of specialists too.

a package for every
trade business…

If you need to combine monthly or weekly bookkeeping with other services, check out our convenient and cost-effective packages.

All packages include:

Telephone and email support
GST and BAS reporting
Tax planning
Business performance review

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