Plan with precision
Optimise your structure and minimise stress. Making the right decisions early is crucial to your financial outcomes.
Ace Biz advisory helps business owners across Australia choose and refine the right structure — company, trust, partnership or a mix — so they protect assets and keep tax efficient as they grow. We cover structuring and restructuring, mergers and acquisitions, due diligence, valuations and exit planning. It's for founders facing a big decision: starting up, scaling, buying, selling or restructuring.
Overview
When it comes to advisory, making the right decisions is crucial for optimising your financial outcomes. Navigating tax and structuring shouldn't be a source of endless anxiety.
We guide you to enhance your tax efficiency while minimising worry — from the entity you choose today to the way you eventually exit.
Our SIS framework
SIS — our Simplified Investment Strategy — is how we get the tax structure right from the start. In our experience, most property and business structures are set up without proper regard to the owner's circumstances or plans, and that's what leads to unnecessary tax and costly restructures later. We start with your situation and your intention, and let those decide the structure.
Your circumstances that drive the tax outcome — marginal tax thresholds, PAYG vs business income, family composition, your existing portfolio, borrowing capacity, land-tax position and asset-protection needs.
What you plan to do — hold for the long term or develop and sell, primary residence or investment, estate planning or restructuring. This decides whether gains are taxed as capital (with the CGT discount) or as revenue, and where GST applies.
The entity that fits — individual, company, unit trust, family trust or SMSF — chosen for the tax rate, access to the CGT discount, land tax, GST and asset protection that suit your situation and intention.
Business advice for every stage
From the first business plan to the day you sell, our business advisors in Sydney give you advice grounded in your numbers and your tax position.
Startup business advice — structure, registrations, a first-year budget and a cash-flow plan.
A practical business plan with budgets, KPIs and targets you review with us through the year.
Funding, hiring, new locations or acquisitions, modelled before you commit.
Moving to a company or trust, bringing in partners, or separating risky assets.
Financial due diligence on the target so you know what you're paying for.
Valuation, sale structure and the small business CGT concessions planned well before the sale.
What's included
FAQs
It depends on your goals around tax, asset protection, growth and how profits are shared. We assess your situation and recommend the structure that protects your assets and stays tax-efficient as you grow.
Yes. Restructuring is common, and some restructures qualify for tax rollovers or concessions that defer or reduce tax. We plan the transition to keep cost and disruption to a minimum.
As early as possible — ideally well before a sale. Getting the structure and the small business CGT concessions right early can make a real difference to your after-tax proceeds.
Yes. We run financial due diligence on the target so you understand its real performance, risks and tax position before you commit.
A business advisor helps you make the big financial decisions well — the right structure, a realistic business plan and budget, funding, growth, and buying or selling. Because we are also your accountants and tax agents, our business advice comes with the tax outcome worked out.
Yes. We help founders in Sydney and across Australia choose a structure, register the business, set up Xero and plan cash flow before the first sale, so the business starts on the right footing.
Our business advisors work from our offices in Norwest and the Sydney CBD, and advise business owners across Sydney — including Parramatta, the Hills District and the Northern Beaches — as well as clients Australia-wide online.
Book a discovery call and see how Ace Biz can help you move faster with more certainty.
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