Increased net wealth and saved the tax over certain period
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Case Study
How we solved a start-up business problem to simplify business tax, administration, and payroll?
Key Problems
- Bad Company structure results in lower marginal tax rates, which results in increased taxes and reduced net business profits.
- Due to bad business ownership structures, business and personal assets were at risk of being taken, sued, or filed for bankruptcy.
- Needed to rely on clients to refer business his way to generate revenue due to lack of marketing strategy that might attract new paying clients
Our Approach
- Establishing a separate trading entity to operate a business.
- Established a licensing trust and transferred the ownership of all the business assets.
- Track business cash flow, and create and track invoices.
Strategy & Execution
- Creating a business plan and personal financial roadmap that interlinked tax, financial, and investment strategies that help to grow business and wealth
- Started a digital marketing campaign to boost business on an online marketing platform that helped to drive a significant number of leads to business
- Established a self-managed super fund and several investment trusts to purchase and tax effectively grow the assets.
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