Keeping the business and the family in good shape.
A family business carries more than balance sheets. It carries relationships, expectations and a legacy you want to pass on well. We help Brisbane families manage the tax, structure and succession decisions so the business stays strong and the family stays together.
Not sure this is you? Start here
You might recognise this
- You know succession is coming but you have not put a clear plan in writing.
- Different family members contribute in different ways and you want the rewards to feel fair.
- Money moves between the family and the business without formal loan documents or agreements.
- Your trust distributions are decided each year without a clear strategy behind them.
- You worry a sudden illness or death would leave the business and the family exposed.
How we help family businesses.
- Succession planned, not rushed
- We map out how ownership and control pass to the next generation over time, covering tax, timing and fairness, so the handover is deliberate rather than forced by an event.
- Structures that suit a family
- We review your company, trust and group setup to balance asset protection, tax and the realities of multiple family members, then keep the paperwork right.
- Div 7A and family loans documented
- Where money flows between the family and the company, we keep loans on complying agreements so they do not trigger deemed dividends and unexpected tax.
- Trust distributions with a strategy
- We help you make and document distribution decisions before 30 June, considering each beneficiary's position so the outcome is both compliant and sensible.
- Fairness across generations
- We help you separate ownership, reward for work and inheritance so contributions are recognised clearly and difficult conversations are easier to have.
- Continuity if something happens
- We work alongside your estate planning so that buy-sell arrangements, insurance and control all line up, protecting both the family and the business.
Services for you
Business succession planning
A clear, tax-aware plan for passing ownership and control to the next generation.
ExploreTax planning and structuring
Structures and distribution strategies that suit a family and manage tax across the group.
ExploreAccounting and taxation
Accurate accounts and returns for every entity in the family group, lodged on time.
ExploreQuestions we hear most often.
Have a question that is not here? Call 07 3399 2300 or book a consultation and we will answer it directly.
When should we start succession planning?
Earlier than most people think. Planning while the founders are still active gives you the room to transition control gradually, manage tax over several years and resolve family questions calmly.
How do we keep things fair when not everyone works in the business?
We help you separate three things: ownership, reward for working in the business, and inheritance. Treating them distinctly makes fairness clearer and conversations easier.
Why do family loans need formal agreements?
Informal money movements between the family and a company can trigger Div 7A deemed dividends and unexpected tax. Complying loan agreements keep these arrangements clean.
Can you work with our lawyer on the estate side?
Yes. Succession works best when the accounting, the business structure and the estate plan all align, so we coordinate with your legal adviser to keep everything consistent.
Protect the business and the family.
Book a consultation and we will look at your structure, your succession timeline and your tax position, then map a path that works for everyone involved.