Business structuring services for SMEs ready to get this right
Whether you are setting up, scaling past your current entity, preparing for a sale, or protecting assets after a trigger event, Parkview provides business structure advisory that stays with you.
Book a structure reviewWhy structuring work belongs inside an ongoing relationship
Parkview works on a monthly retainer for structuring engagements. Not a one-off project fee. The logic is straightforward: structuring decisions carry tax, compliance, and commercial consequences that unfold over years, not weeks.
A one-off fee incentivises the advisor to deliver a recommendation and move on. A retainer incentivises Parkview to get the structure right and keep it right. Every structuring engagement includes 12 months of post-implementation advisory as standard. That means monthly check-ins, ongoing monitoring, and availability for the questions that surface six months after the new entity is live.
The accountant who appears at tax time with no visibility into your pipeline, your hiring plans, or your capital expenditure cycle is not positioned to make a structuring recommendation that holds up over three to five years. That is not a criticism of your current accountant. It is a structural limitation of the engagement model. Parkview operates as an extension of your finance function, present for the decisions that shape the structure, not arriving after they have already been made.
Four situations where structuring services change the outcome
Each scenario carries different legislation, different timing pressure, and different cost consequences. Find yours below.
What a Parkview structuring engagement includes
Structure review and recommendation document
Parkview assesses your current structure against your business goals, ownership plans, and risk profile. You receive a written recommendation with the specific entity configuration and the reasoning behind it. No verbal advice with no paper trail.
Entity setup or restructure implementation
Deeds, ASIC registrations, ABN applications, and stamp duty handling. ASIC registration issues an ACN, with ABN registration a separate step through the ATO. Parkview manages the full process so you are not project-managing between lawyers, accountants, and banks.
Tax planning review
The structure recommendation is tested against your current and projected tax position. This includes CGT implications, base rate entity eligibility (25% company tax rate for entities under $50M aggregated turnover), and income distribution strategy across connected entities.
Advisor coordination
Parkview coordinates directly with your existing solicitor, banker, and financial planner. You do not need to find new advisors or manage the handoffs between them. One point of contact for the full restructure.
12 months of post-implementation advisory
Monthly check-ins, ongoing structure monitoring, and availability for day-to-day questions. No new engagement letter. No new invoice. The retainer covers the full 12 months after your structure goes live.
Find out if your current structure is holding your business back
The structure review is a defined session with Parkview's structuring team. You get an assessment of your current entity against where your business is heading, with a clear recommendation at the end. The first step of the retainer engagement, not a separate billable event.
Structure decisions sit inside a bigger financial picture
A structure recommendation made in isolation misses the tax position it affects and the reporting it reshapes. Parkview connects both.
Tax advisory that reflects your structure
The entity you operate through determines your tax rate, your CGT exposure, your ability to distribute income, and your eligibility for small business concessions. Parkview's structure advisory feeds directly into ongoing tax advisory so the recommendation reflects your full tax position across all connected entities, not the entity question alone.
Business structure and tax advisoryVirtual CFO support for the new structure
For scaling SMEs, a restructure changes financial reporting lines, banking covenants, management accounts, and cash flow forecasting. The new structure needs operational finance leadership to function. Parkview's virtual CFO services provide the ongoing reporting and decision support that make the restructured entity work month to month.
Virtual CFO servicesStructuring services that sit alongside your engagement
Family trust setup
For SMEs using discretionary trusts to distribute income and protect assets across family groups. Parkview establishes the trust deed, appoints the trustee, and registers with the ATO.
Corporate trustee services
Trustee structure decisions surface during most restructure engagements. A corporate trustee limits personal liability in ways an individual trustee cannot.
Bucket company setup
Bucket companies manage trust distributions above the top marginal tax rate threshold, capping tax at the 25% company rate. Often part of a scaling restructure.
Asset protection structuring
A dedicated service for owners restructuring after a liability event, relationship change, or guarantor exposure.
Common questions about structuring engagements
Five deliverables: a written structure review and recommendation document, entity setup or restructure implementation, a tax planning review tested against your current and projected position, coordination with your existing legal and banking advisors, and 12 months of post-implementation advisory with monthly check-ins.
Book a structure review with Parkview
One session, written recommendation, no separate fee.
The structure review is the first step of the retainer. You leave with a clear assessment of your current entity against where your business is heading, and a recommendation in writing.
- Written structure review and recommendation document
- Tax planning review tested against your projected position
- 12 months of post-implementation advisory included
