- Tax & accounting
- Bookkeeping & BAS
- Company & trust registration
- SMSF accounting
- SMSF audit (for firms)
- Trust-account audits
- Virtual CFO
- Business advisory
- Structuring & succession
- Tradies & construction
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- Real estate agents
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- Family business
- Professionals & consultants
Accountants for family businesses — online, Australia-wide
Trading company, family trust, mum-and-dad shareholders and a kid on payroll — family groups are where tax, structure and succession all meet. We keep the whole picture on one screen.
The package that fits
Most family groups run each trading entity on Company Essentials, add holding-entity work at reduced rates, and fold tax planning for the whole family — distributions, wages, super — into the pre-30-June session.
- Annual accounts & company/trust return
- BAS x4
- ASIC registered agent
- Tax planning call
- Named accountant
Prices ex GST, current at [[month year]], for standard-complexity work; a fixed quote is confirmed before we start. Full price list on the pricing page.
Family groups generate the most interesting accounting problems we see, because every decision is simultaneously a tax question, a fairness question and a dinner-table question. The job is to keep all three visible: model the distributions, document the loans, pay people properly for real work — and put succession on a timetable instead of leaving it to the reading of a will.
Start with structure. Our family trust guide and bucket company explainer cover the two building blocks most family groups use, and a fixed-fee structure review turns them into a plan sized for your family, not a generic diagram.
The compliance that matters in your industry
Trust housekeeping that actually gets done
Deed reviews, family trust elections where they help, distribution minutes signed by 30 June, and unpaid entitlements tracked — the boring paperwork that decides disputes and audits.
Bucket companies without the mess
A corporate beneficiary caps tax on retained profits, but only with Div 7A-compliant handling of the entitlement. We run the whole loop — distribution, loan agreement, repayments, franking on the way out.
Paying family members defensibly
Wages and director fees at market rates for work actually done, superannuation used deliberately, and nothing that relies on the ATO not looking.
Questions, answered
Our structure was set up 20 years ago. Is it still right?
Often not — businesses outgrow structures, and law changes around trusts and Div 7A have moved the goalposts. A fixed-fee structure review maps what you have, what it costs you annually, and what a clean-up would save. Sometimes the answer is "leave it alone"; you'll get that in writing too.
Can you help transition the business to our children?
Yes — succession is a staged project — capability first, then management, then equity and control, using the small business CGT concessions and restructure rollovers where they apply. We facilitate the family conversation with numbers on the table, which is usually what's been missing.
What records do trust distributions actually need?
A resolution that matches the deed, made by 30 June, identifying beneficiaries and amounts or a clear methodology — plus accounts that show the entitlements were real. We prepare the minutes as part of year-end planning, not as an afterthought in September.
Do you act for the parents and the kids separately?
We act for the group with everyone's knowledge, and we're explicit about it. Where interests genuinely diverge — a buyout, a divorce, an estate — we say so early and bring in independent advisors for the side that needs one.
Keep exploring
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