Trading Structure

A new business client came to us after becoming fed up with the large tax bills they were

getting each year. It turns out this client was trading in trust structure. Although this

structure suited their business when they first began trading, the business had experienced

considerable growth over the years, and a trust was no longer the most appropriate trading

structure for them. The client had discussed restructuring the business with their previous

accountant, but the stamp duty and capital gains tax concerns outweighed the benefits.

Upon discussing the problem with us, we were able to restructure the clients business in a

way that resulted in negligible stamp duty and capital gains tax, whilst still achieving a

structure that saved the business $120K tax in the first year.

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