SMEs

We aim to ensure congruence between your business planning and your personal financial planning.

Being in small business ourselves, we understand the unique challenges business owners face. Often the time and effort required in business leaves personal finances neglected. We aim to ensure congruence between your business planning and your personal financial planning.

We will work collaboratively with your accountant to determine how to tax effectively take profits out of your business. Once external to the business, these funds can then be invested to achieve your personal financial goals, reducing reliance on the sale of your business to fund your retirement. In other businesses it makes sense to retain these profits to expand, through launching new products or services, hiring additional staff, purchasing premises, additional marketing etc. There’s great satisfaction in running a business, but it can make you financially vulnerable. What happens if you or a key person in your business is unable to work due to injury or illness? One way to minimise your risk is to ensure you have adequate income and business-protection insurance.

  • Understanding key differences in business structures and which suits your business depending upon stage.
  • Small Business CGT concessions
  • Determine what level of protection your business needs
  • Investigate various types of insurance, such as key person cover, business expense/overhead insurance, insurance to fund buy/sell arrangements.

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