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Lachlan Wealth Management
Portfolio Service
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Business Advisory

From tax planning strategies through to asset protection, our business advisors adopt a meticulous hands-on approach to help structure your business in the most efficient way possible. Size is not an issue.

We deal with all types of business models on a daily basis from SMEs right through to large corporations. Lachlan Partners’ advisors manage the taxation obligations for all types of clients from individuals to families, businesses and corporations. Our thorough understanding of the complexities of the Australian Taxation System means we can provide our clients with many effective tax strategies that show them areas where they can make practical savings.

Virtually every major financial decision that family offices make takes into account the extended family’s entire financial picture, with particular emphasis on tax mitigation. The larger the assets, the greater the need. We, as advisors, are typically aware of the family’s key tax issues and strive for tax optimization across the board, year after year.

Many of our clients are business owners and they rely on Lachlan Partners to be able to see “the big picture” when it comes to their business, family and personal portfolios.

Our services include:

  • Business advice including profit & loss and balance sheet analysis
  • Establishing new business structures and business restructuring
  • Tax compliance and advice for Income Tax and all ancillary taxes and levies
  • Presentation of financial statements
  • Business valuations & corporate finance
  • Asset protection
  • Succession planning
  • Business planning

Drawing on the strength of our professional processes and exacting standards, we offer a complete range of services including; Due diligence and M&A, Superannuation, Taxation consulting and Succession planning. Lachlan Partners also provides the management of all ASIC requirements for Companies including:

  • Establishment of new Companies
  • Annual Company Statements
  • Maintain Register of Offices
  • Maintain Register of Members
  • Deregistration of Companies
  • Business/Company names/renewals/searches

The success of any business relies on the quality of analysis of its management reports used to make decisions. Lachlan Partners can assist in achieving your financial goals by providing you with more detailed and timely financial analysis and interpretation so that you can identify and understand your business drivers and how these impact on your business and financial goals. We can also provide you with vital ongoing information that addresses cash flow, profitability, performance issues and control, growth and development, banking and funding and wealth creation and management.