Advisory & Structuring

Build the Right Structure for Where You’re Going.

The right financial structure can make a meaningful difference to how you operate, grow, protect assets, and plan for the future.

At Aero Accounting Group, we work with individuals, investors, and business owners to understand their goals, review their current position, and identify structures and strategies that support the next stage of their financial journey.

Whether you’re starting something new, growing an existing business, investing in property or reviewing the way your assets are structured, our team can help you make informed decisions with greater clarity.

More Than Compliance.

Advice Built Around Your Goals

Good accounting is not only about what has already happened. It can also help you make better decisions about what comes next.

Our advisory services are designed to help you understand where you are now, where you want to go, and the financial considerations that may affect the path forward.

We can help you assess your current structure, understand the tax and financial implications of different options, and identify areas that may need to evolve as your circumstances change.

How We Can Help

Business Structuring

Start With the Right Foundations.

Whether you’re establishing a new business or reviewing an existing structure, Aero can help you consider how your setup aligns with the way you operate today and where you want the business to go next.

We can assist with:

  • Business structure reviews
  • Structuring advice
  • Company registration
  • Business planning and setup
  • Tax-efficient structuring
  • Finance structuring
  • Growth and expansion planning
  • Succession and exit considerations

Investment & Property Structuring

Look Beyond the Individual Investment.

Property and investment decisions can have tax and structural implications that extend well beyond a single tax return.

Aero works with investors to consider how existing and future investments fit within their broader financial position.

Depending on your circumstances, this may include considerations around:

  • Investment structures
  • Property ownership structures
  • Property-related tax implications
  • Capital gains
  • Asset protection
  • Tax planning for investors
  • Future property purchases
  • Existing investment structures

The aim is to help you understand the wider implications of your decisions so you can move forward with greater clarity.

Tax Strategy & Planning

Plan Ahead, Rather Than Waiting for Tax Time.

Effective tax planning happens before the end of the financial year.

By reviewing your circumstances ahead of time, Aero can help identify tax considerations and planning opportunities that may affect your business, investments or personal financial position.

Our team can assist with areas including:

  • Tax planning
  • Tax strategy
  • Small business tax concessions
  • Capital gains planning
  • Salary packaging considerations
  • Consolidated group considerations
  • Changing tax obligations
  • Structuring income and business activity

Every situation is different, which is why our recommendations are based on your individual circumstances rather than a one-size-fits-all approach.

Asset Protection & Structure Reviews

Make Sure Your Structure Still Fits.

As a business grows or an investment portfolio changes, a structure that once worked well may no longer be the most appropriate.

Aero can review your current setup and help you understand whether changes may be worth considering from a tax, risk and asset-protection perspective.

This may include:

  • Business structure reviews
  • Investment structure reviews
  • Asset protection considerations
  • Purpose-based business structuring
  • Purpose-based investment structuring
  • Risk and liability considerations
  • Reviews following significant business or financial changes

A structure should support what you are building, not become something you simply leave untouched because it has always been there.

Advisory for Every Stage

Starting

Build Strong Foundations.

Starting a business or making a significant investment brings a range of financial and structural decisions.

We can help you consider the appropriate setup from the beginning, including business planning, registrations, entity structures and taxation considerations.

Growing

Make Decisions With the Bigger Picture in Mind.

Growth often brings additional complexity.

As your business, investments or financial responsibilities increase, Aero can help you review your structure, tax strategy, reporting and financial arrangements to make sure they continue to support your goals.

Changing

Navigate the Next Stage With Greater Clarity.

Significant changes often require more than routine accounting support.

Our team can assist with the financial and structural considerations associated with situations such as:

  • Business acquisitions
  • Business sales
  • Mergers
  • Due diligence
  • Capital raising
  • Finance structuring
  • Expansion
  • Restructuring

Protecting

Protect What You Have Built.

As your circumstances become more complex, protecting assets and managing financial risk become increasingly important.

We can review how your existing structures align with your current circumstances and help identify areas that may benefit from further consideration.

How it works

Strategic Advice Starts With Understanding You.

01

Understand Your Position

We start by looking at your current business, financial, or investment structure and understanding the goals you are working towards.

02

Identify the Considerations

We review the tax, structural, and financial factors that may affect your decisions and identify areas that deserve closer attention.

03

Develop a
Strategy

Your Aero adviser will help you understand the available options and provide recommendations based on your individual circumstances.

04

Review as Things Change

As your business, investments, and financial goals evolve, regular reviews can help ensure your financial arrangements continue to support where you’re headed.
NOT SURE WHAT YOU NEED?

Start With a Conversation.

You do not need to know exactly what type of advice you need before speaking with us.

If you are starting a business, considering an investment, reviewing your existing structure or preparing for a significant change, our team can help you identify the areas worth exploring.

Why Aero?

Qualified team

Our experienced accountants have all the qualifications necessary to handle any accounting task. Your tax return is in good hands!

Personalised tax experience

Our close-knit team is interested in your tax journey and will be able to provide services tailored to your specific needs.

Satisfaction guaranteed

We are confident we can give you top-end services but if you still have your doubts, book a consultation with us and we will come up with a solution for you.

Make Your Next Move With Clarity.

The right structure should support where you are today while giving you room to move towards where you want to be.

Whether you are building a business, growing an investment portfolio, reviewing an existing structure, or planning your next stage, Aero can help you understand the financial considerations and make informed decisions.