Early Career
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Overview
You've spent years building your family's wealth. Let's take care of what comes next.
A business you've built over decades. Properties acquired along the way. Investments held across different structures. A family whose future you're thinking about more and more.
As wealth grows, so do the responsibilities that come with managing it.
There are tax obligations to consider, family trusts to administer, assets to account for and decisions that can affect more than one generation.
At Bon Conseil, we help individuals and families with significant wealth bring clarity to their financial affairs. From family office advisory and tax planning to investment structures, trust accounting and wealth transfer, we help you understand the bigger picture and make informed decisions about what comes next.
Got something on your mind? We're all ears.
Tax questions. Business plans. Family finances. Investment ideas. Or that one thing you've been meaning to sort out for months.
You don't need to have it all figured out before getting in touch. That's what we're here for.
Services
How We Can Help
Your accountant looks after the tax returns. Your financial adviser manages the investments. Your solicitor handles the legal matters. Meanwhile, you might be managing several properties, businesses and family trusts.
Each part of your financial life has its own responsibilities. And decisions in one area can have implications for another.
Maybe you're considering restructuring your investments. Preparing to pass on a family business. Or simply wanting a clearer picture of how everything is held and managed.
We help you bring the accounting, tax and structural considerations together, identify areas that need attention and work alongside your existing advisers.
[01]
Family Office Advisory
When your wealth spans multiple assets, businesses and generations, it's easy to lose sight of the bigger picture. We help you organise and understand your family's financial affairs, with a coordinated approach to accounting, tax and ongoing reporting. Whether you're managing investment entities, family trusts or business interests, we'll help you keep track of the details and understand how the different pieces fit together.
✔ Family financial reporting and oversight
✔ Accounting and tax coordination across entities
✔ Family trust and company administration support
✔ Cash flow and financial position reviews
✔ Coordination with legal, investment and other advisers
[02]
Tax & Financial Planning
As your assets and income sources become more varied, so can your tax position. Income from businesses, investments, trusts and property may involve different obligations and reporting requirements. We help you understand the tax consequences of your decisions, review existing arrangements and plan ahead for significant financial events.
✔ Personal and family tax planning
✔ Tax considerations across companies and trusts
✔ Capital gains tax planning
✔ Tax implications of asset purchases and disposals
[03]
Investment Structuring
Property, shares, business interests and other assets can be held in different ways, each with its own tax, administrative and legal implications. As your portfolio grows, the structures that worked years ago may deserve another look. We'll help you understand how your investments are currently held, assess the tax implications of different arrangements and consider what may need reviewing as your circumstances change.
✔ Investment ownership structure reviews
✔ Company and trust structuring advice
✔ Capital gains tax considerations
✔ Tax implications of restructuring/transferring assets
✔ Coordination with licensed financial and legal advisers
[04]
Family Trusts & Company Accounting
Family trusts and private companies can play important roles in managing business interests and family assets. They also bring ongoing accounting, tax and administrative responsibilities. We help keep your financial records organised, prepare the necessary reporting and explain the tax matters that need your attention.
✔ Trust and company tax returns
✔ Financial statement preparation
✔ Trust distribution tax considerations
✔ Bookkeeping and entity-level reporting
✔ Ongoing accounting and tax compliance
[05]
Inheritance & Wealth Transfer
Passing on wealth can involve more than deciding who receives which assets. There may be tax consequences, business ownership changes, family trusts and superannuation considerations to work through. We'll help you understand the accounting, tax and structural implications of transferring wealth, working with your legal and financial advisers to support thoughtful planning for the next generation.
✔ Inheritance-related tax considerations
✔ CGT implications of asset transfers
✔ Family trust & company succession considerations
✔ Business ownership transition planning
✔ Coordination with estate planning professionals
[06]
Business Succession & Restructuring
For many families, a significant part of their wealth is tied to a business. Whether you're preparing to hand over management, transfer ownership to family members or explore a future sale, the financial and tax implications deserve careful consideration. We'll help you understand how the business is structured, review the numbers and consider the tax consequences of potential changes before major decisions are made.
✔ Business structure & ownership reviews
✔ Business succession-related tax planning
✔ CGT & concession considerations
✔ Business financial reporting
✔ Restructuring & transition support
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