Buy units in a unit trust

Buy units in a unit trust We will help you buy into a unit trust knowing exactly what the deed gives you and what it does not. Buying units in a unit trust is not like buying shares in a company. There is no general statute sitting behind you and no standard set of rights. […]

Sell your units in a unit trust

Sell your units in a unit trust We will help you sell your units in a way the deed permits, and at a price that holds up after tax. You have a buyer and a price. That is the easy part of a unit trust exit. The deed will usually require something first: an offer […]

Separate from your business partner

Separate from your business partner We will help you separate from your business partner in a way that is fair, final, and does not take a year. Ending a business partnership has more in common with a separation than with a transaction. There are shared assets, shared debts, a shared reputation, and two people who […]

Sell a stake to a key employee

Sell a stake to a key employee We will help you bring a key employee into ownership in a way that is tax-effective and can be unwound if it has to be. You want to keep someone. Equity is the strongest tool you have, and the hardest one to take back. An employee who becomes […]

Sell the shares in your company

Sell the shares in your company We will help you sell every share in your company on terms that stop your exposure running on indefinitely. When you sell shares, the buyer does not just buy what the company does now. They buy every decision it has made, every contract it signed and every return it […]

Sell your business outright

Sell your business outright We will help you sell your business at a fair price, on terms that stop following you once the money lands. You only sell a business once. The price is the part everyone talks about, but the terms decide how much of it you keep. A buyer will ask you to […]

Close a solvent company and return the funds

Close a solvent company and return the funds We will help you close a solvent company properly, and get the value out in the most tax-effective way. A company does not close because you stop using it. Left alone it stays on the register, keeps accruing ASIC fees, and keeps its directors exposed. A members […]

Claim the small business CGT concessions

Claim the small business CGT concessions We will tell you which of the small business CGT concessions you qualify for, and what it takes to keep them. The tax on a business sale is often the largest single cost in it, and it is decided long before the contract. Four concessions exist for eligible small […]

Buy out a departing owner

Buy out a departing owner We will help you manage an owner’s departure so it is fair to them and does not destabilise the business. What happens when one of you wants out? In most private businesses the honest answer is that nobody knows, because it was never written down. The departing owner wants a […]

Buy shares from an existing shareholder

Buy shares from an existing shareholder We will help you buy into an existing company with the due diligence and the rights you need to protect the investment. Buying shares from an existing shareholder means joining a company that already has a way of doing things. You inherit its history, its constitution and whatever the […]