Your business journey is unique

Small Business Restructure

  • Dream it.

    It all started with a little idea. Whether you dreamed of leaving your corporate job to pursue the life you’ve always envisioned or your passion transformed into a full-time business, you had the vision—and the courage—to take that leap. You’ve done what many only talk about: turned your dreams into reality. And while the road hasn’t been without its challenges, you’ve kept going. Sure, there have been moments when it felt like the dream was about to turn into a nightmare, but here you are, making it work—one step at a time.

  • Build it.

    Successful businesses are built on the foundation of strategic planning. Behind every thriving venture—no matter how creative or "woo woo" it may seem—there’s someone who knows the importance of planning and seeking expert advice. Laying down a strong business foundation isn’t just about having a great idea; it’s about ensuring your growth is not only possible but also sustainable. When you’ve got the right plans in place, you can confidently navigate the challenges ahead, knowing your business is built to last.

  • Grow it.

    As your business grows, you may start to realise that the structure you began with—often a sole trader setup—just isn’t cutting it anymore. The demands of scaling up require a business structure that can support new challenges and opportunities. Restructuring your business brings a range of benefits, from enhanced asset protection to better tax planning options. It's about future-proofing your success, ensuring that your business isn’t just growing, but thriving in a way that’s sustainable, secure, and set up for long-term success.

What should I know before changing my business structure?

When considering a restructure, small businesses typically level up to one of two main structures: a private company (Pty Ltd) or a discretionary (family) trust. You can even combine both, depending on your needs. Each structure has its own pros and cons, and choosing the right one is crucial for your business’s future. To help you make an informed decision, we've written a blog detailing both structures. Additionally, the ASIC website is a great resource for understanding the roles and responsibilities involved in operating a company.

Pre set up meeting

Before committing to any business structure, we'll have a kick-off meeting to discuss the best option for you. By the end of the meeting, you’ll have a clear understanding of the structure that suits your needs and goals, and we'll lock down the roles and responsibilities of everyone involved. This ensures you’re fully prepared for the next steps in your business restructure and confident in the decisions you’re making.

Setting up your structure

After your pre-setup meeting, you’ll receive the relevant forms to collect your ID and personal information necessary for setting up your business structure. We work with a trusted law firm to draft trust deeds and assist with applying for your ABN and TFN. Generally, you can expect all paperwork to be prepared within two weeks, once you’ve completed your onboarding forms.

Business Restructure pricing

  • $250 inc GST

    The cost of the meeting will be deducted from your business restructure fee

  • $1,150 inc GST

    Includes ASIC fees and setting up of ABN and TFN

  • $650 inc GST

    Included Trust Deed (with a bound hard copy provided). ABN and TFN set up.

  • $1,585 inc GST

    Included Trust Deed (with a bound hard copy provided). ABN and TFN set up.

  • $400 inc GST

    What's inluded

    • Customisation of your Chart of Accounts to suit your business needs.

    • Help linking your business bank accounts to Xero.

    • Importing any missing statement data.

    • Ensuring all your business settings are correct.

    • Help linking payment platforms.

    • Entering opening balances.

    • Creating an invoice template with your logo.

    • Issuing logins for your team.

    • Create your payroll calendar.

    • Set up each employee with their details and pay template.

    • Set up employees entitled to leave with their correct entitlements.

  • $270 inc GST

    What's included?

    • Customisation of your Chart of Accounts to suit your business needs.

    • Help linking your business bank accounts to Xero.

    • Importing any missing statement data.

    • Ensure all your business settings are correct.

    • Help linking payment platforms.

    • Entering opening balances.

    • Creating an invoice template with your logo.

    • Issuing logins for your team.