Service

Business Registration

Ready to start your business but unsure where to begin? We guide you through understanding different business structures. Once you've decided, we can assist in registering an ABN/ACN, setting up GST, and organizing your accounting records. With us, the process is smooth and hassle-free.

Individual Taxpayers

Maximize deductions with our exclusive individual return template. Our clients have recovered over $10,000 in missing deductions thanks to our comprehensive guide, complete with tax tips and reminders. We'll help you uncover overlooked expenses and provide tax-saving strategies for the future.

Sole Traders

Our Sole Trader return template serves as a checklist to ensure you don't miss any deductions. As a small business, you get access to special tax benefits. We'll help you assess and apply those, along with offering asset protection and tax planning advice. Many of our clients have saved tens of thousands by restructuring their business.

Property Investors

Missing out on tax-saving opportunities as a property investor could cost you thousands. Our Property Pre-purchase Report helps you make informed decisions to optimize your tax strategy before making a purchase.

Companies

A company structure can protect assets and save on taxes. By splitting income between personal and business accounts and maximizing tax planning opportunities, we help business owners discover tax-saving strategies that often go unnoticed. With proper planning, shareholders can claim back company tax in future years through franking credits.

Family Trust

Family trusts offer flexible tax-saving strategies for families. We'll guide you through the new rules and help you manage trust assets, distributions, and potential impacts on Centrelink benefits. We continually review your structure to adjust strategies based on evolving family circumstances.

Link Planning Service

Plan for the Next 30 to 50 Years with Confidence

In our Link Planning Service, we work with you to ensure that your financial resources are sufficient to achieve both your short-term and long-term goals. Whether it’s purchasing a new property or securing a comfortable retirement, we’ll map out a detailed plan that aligns with your ambitions. With proven strategies, we have helped clients multiply their wealth over 20-30 years, and extend retirement savings by 20 years or more.

Key Benefits:

• Long-term wealth-building strategies • Personalized planning for property investments and retirement • Secure your financial future with expert guidance

To learn more about our approach,.

Asset Protection

Safeguard Your Wealth from Potential Risks

As a business owner, protecting your personal and business assets is essential. With our Asset Protection Service, we help you establish trust structures to ensure that your assets are shielded from third-party creditors without needing to change legal ownership, saving you on costs like capital gains tax and stamp duty.

Key Benefits:

• Enhanced asset protection strategies tailored to your business structure • Trust structures that protect without changing ownership • Cost-saving solutions including tax and stamp duty efficiency

Let us review your current asset structures and provide actionable steps to safeguard your wealth.

Succession Planning

Preserve Your Legacy for Future Generations

You’ve worked hard to build your wealth—now it’s time to ensure it’s passed down smoothly. Our Succession Planning Service addresses critical questions about how to transfer wealth to the next generation, the associated risks, and tax implications. We create a structured plan to help you manage the transfer of wealth, ensuring a seamless transition.

Key Benefits:

• Comprehensive succession planning for wealth and businesses • Address tax implications and legal risks • Ensure smooth transfers to future generations

Protect your family’s future by planning your wealth transfer today.

Estate Planning

Ensure Your Wishes Are Honored

Many believe that having a valid will guarantees that their assets will be passed down to their chosen beneficiaries, but it’s often not that simple. Wills can be contested, and taxes can significantly reduce your estate’s value. Our Estate Planning Service helps you navigate potential challenges and minimize taxes, ensuring that your assets are passed down as intended.

Key Benefits:

• Avoid costly disputes with well-structured estate plans • Tax-saving strategies for estate transfers • Ensure your assets go to your chosen beneficiaries

Plan ahead to protect your legacy and minimize the impact of taxes on your estate.

Contact Us Today!

Ready to take control of your financial future? Get in touch with us for personalized advice and solutions tailored to your needs. Whether you're planning for retirement, safeguarding your assets, or creating a succession plan, our experts are here to help.

Medcraft Associates