Set the structure up once, properly, and understand what you signed.
A company or trust is easy to register and expensive to unwind. Before we set anything up we work out whether you need it at all — and about a third of the time the honest answer is that a sole trader structure is still the right one for another year or two.
From $1,450 plus government fees · fixed, quoted upfront
Build the setup, see the total
Switch items on and off to see how a setup is put together. Most sole traders moving to a company take the first three lines and nothing else.
Indicative setup total, from
3 items on the invoice
Indicative figures for this demonstration only. Government registration fees are passed through at cost and quoted with the rest before anything is lodged.
A fortnight, in four steps
- 01Day 0
Structure conversation
An hour on whether you need this, what it will cost annually, and what the alternative looks like. No charge, and no obligation to proceed.
- 02Days 1–5
Documents drafted
We prepare the registration and the governing documents, and send the identification steps each person needs to complete.
- 03Days 6–8
Registration
Once identification is done, the entity and its tax registrations are lodged and generally active within two working days.
- 04Day 10
Handover meeting
We go through the folder page by page — what you have signed, what has to be kept, and what the first year of obligations looks like.
What you end up holding
One folderThe entity and its identifiers
The registered entity plus the registrations that go with it — business number, tax registrations, GST where required and PAYG withholding if you will have staff.
48 hrstypical time to registered and operatingThe governing documents
Constitution or trust deed, appointments, and the register that has to be kept. We go through who can do what, and what happens if someone leaves.
1 foldereverything indexed and handed overA written changeover plan
Bank accounts, contracts, insurances, supplier accounts and the timing, so you are not invoicing from one entity and banking into another.
1 datea single clean changeover, usually 1 JulyAn honest recommendation, even when it is no
We look at your income, your risk, who else is involved and what you expect over three years. If the structure would cost more in compliance than it saves, we say so.
1 in 3enquiries we advise not to restructure yet
Directors need an identification number issued in their own name. We walk you through that step, but only you can complete it.
Questions we get asked
Sometimes, and less often than people expect. It changes the rate at which retained profit is taxed, but money you take out for yourself is still taxed in your hands. The stronger reasons are usually liability, bringing in a partner, or a client who will only contract with a company.
Budget for the annual review fee, the company tax return, and the extra bookkeeping that comes with keeping the entity clean. We put the annual figure in writing before you decide, not after.
Usually yes, and the timing and the way assets transfer both matter. We plan the changeover for a date that keeps the year-end tidy, normally the start of a financial year.
No. It sits outside what we do well, and it needs a licensed adviser alongside the accounting. We will tell you that at the first call rather than three weeks in.
The other three things we do
Tax returns and BAS
Individual, sole trader and company returns, plus quarterly BAS lodged on time. We reconcile first, ask questions second, and tell you what you owe well before it is due.
5 daystypical turnaround once your records are inBookkeeping and payroll
Monthly bookkeeping, bank reconciliation, supplier payments and payroll for small teams — including super, leave balances and end-of-year finalisation.
14thof each month your accounts are closedBusiness advisory
Cash flow forecasting, pricing reviews and simple quarterly check-ins. Useful when you are deciding whether to hire, take a second site, or put wages up.
4structured check-ins each year