EVENT: Stepping up into Ownership

Business ownership: structuring to maximise savings and asset protection


Whether you are a business owner, are mentoring the next generation of owner or are just about to step up into an ownership position yourself, structuring your personal assets can be a complex process.

From tax structuring and deductions, payments and cash flow to superannuation and estate planning, if you get it right from the outset, the potential savings can be substantial.

The key to understanding what you can manage well, and how, is to get the right advice. ShineWing Australia has some of the most experienced business and private client accounting advisors, and is committed to assisting business owners manage these financial changes.

Matthew Oakley, head of our Family Office team, will lead a complimentary seminar series across all of our offices, for all business owners to do exactly this. 

‘Stepping up into Ownership’

  • Understand how to structure for tax and asset protection - potentially saving thousands in tax payments

  • Tax payments and cash flow - managing tax holiday and PAYG consequences

  • Update on professional practices guidelines and personal services income – avoid the traps for new payers

  • Shareholders Agreements – setting out the rules of being in business together 

  • Estate Planning and Succession Planning – ensure partners or children get what they need, when they need it!  

  • Insurance – one in five will suffer a critical illness before age 60… how will that effect your long term plans? 

  • Superannuation – is still a tax effective vehicle! 

  • Director Duties – What are your responsibilities?


Matthew Oakey – Partner
David Foord  – Private Client Advisor

Event details 

There will be three seminars hosted over the duration of two weeks, all of which are free to attend. If you would like to register for any of the following events, or know of someone who may be interested, please register using the links below.  


Date: Thursday 22 March 2018
Time: 5:15pm - 8:00pm 
Venue: ShineWing Australia, Level 10, 530 Collin Street, Melbourne VIC 3000 
Register here


Date: Tuesday 27 March 2018
Time: 5:15pm - 8:00pm 
Venue: ShineWing Australia, Riparian Plaza, Level 33, 71 Eagle Street, Brisbane QLD 4000  
Register here


Date: Wednesday 28 March 2018
Time: 5:15pm - 8:00pm 
Venue: ShineWing Australia, Level 8, 167 Macquarie Street, Sydney NSW 2000 
Register here 

For more information about these events, or if you have any queries, please contact the ShineWing Australia Marketing team via [email protected] 

We look forward to your attendance!