Star Strategy

This is the perfect opportunity for you to look wider, get a second opinion, or simply brainstorm big business decisions that might affect your personal wealth. We discuss all things financial as you sit with us over a two-hour strategy session with a director, followed by a formal advice document outlining key improvement areas.

Think of the session like a Business Health Check, where we look at past, present, and future strategies for financial freedom.

We’ll give you our undivided attention while you ask everything you ever wanted to ask your accountant or financial adviser, from “Am I paying too much tax?” to “How can I protect my financial assets?”  It is your chance to get the right advice early to avoid expensive mistakes down the track.

The strategy session is followed up by a report with the recommendations which may cover aspects such as:

• Tax planning and compliance
• Profit planning
• Systems development
• Superannuation
• Self-Managed Superannuation Fund
• Wealth creation opportunities
• Asset protection
• Estate planning
• Financial advisory
• Business performance 

In this comprehensive strategy meeting, you have the opportunity to bring everything to the table – everything that is keeping you awake at night in relation to your business or your private wealth strategy, and all that is in your goals and dreams for the future. 

As accountants, we can support you and your business and guide you to make the right financial decisions. We like to focus on protecting you, your family, and your business, now and in the future. 

Book your Strategy session here and Advance with certainty

Read about our cases studies below of the nuggets of gold we have discovered during a strategy session. These are real examples of clients that get the benefit of having an accountant that understands their evolving life and business journey.

Case Study One

Problem – A small business owner with a young family was struggling with constant cash flow problems that were putting financial strain on the family. 

Strategic Review and Redefining Goals – After two years of doing their accounting work, trust was built where the couple were ready to explore and implement alternate opportunities. The strategy session revealed that the business was operating with an ineffective business structure. 

Outcome – Freedom from cashflow distress

The restructure resulted in them receiving ongoing dividends. The old company was wound up in a tax-effective manner, resulting in surplus cash flow. They used this to pay school fees and buy a new family car. Not only that, but they were also able to distribute funds to the wife’s mother who is a self-funded retiree. The couple was pleasantly surprised that this was even possible.  

Case Study Two

Problem – A busy medical professional couple that run their own medical practice were confused and overwhelmed with their complex corporate structure which included three companies, one trust and one SMSF.

Strategic Review and Redefining Goals – As requested advice was given on estate planning and asset protection. This heightened awareness of their situation helped to identify some immediate tax savings by simplifying their current structure.

Outcome – Freedom from paying unnecessary taxes – The structure was simplified, resulting in fewer accounting fees and taxes to pay. 

Case Study Three

Problem – Retired couple with SMSF unsure if their financial set-up was solid enough to weather unnavigated retirement storms. 

Strategic Review and Redefining Goals – We recommended a corporate trustee for their SMSF in order to ensure easier continuity of the management of the fund. Shortly after completing their wills and implementing the corporate trustee, the wife became extremely ill and had fears for the worst, however fortunately is now very much on the road to recovery.

Outcome – Freedom to retire without money worries. Peace of mind that Star Advisers encouraged them to get their affairs in order. 

Star Advisers are Life Accountants helping you navigate the important financial stages of your business and life. 

Navigate Business | Navigate Wealth