Business

No matter what challenges you face, our diverse team brings a wealth of expertise and strategic thinking so you don’t have to face them alone.

Our expertise spans multiple facets of business, including tax, accounting and legal. We have successfully facilitated numerous transactions, from business sales to mergers and acquisitions, management buyouts, restructures and shareholder disputes.

Our experience is extensive, ensuring clients receive knowledgeable and strategic guidance every step of the way and can offer actionable on going support. We are committed to finding the best solutions for you.

Business Restructuring

Providing advice on how you can optimise your current business structure, and drafting the legal documents needed to give effect to the new business structure.

Tax Advisory

Providing taxation advice to your business on specific tax matters (e.g. business sales, specific transactions) or general tax matters (e.g. tax efficiency, tax compliance).

Mergers & Acquisitions

Providing accounting, tax and legal support for the sale of your business, or the sale of shares in your company.

Shareholders’ Agreement & Governance Documents

Drafting shareholders’ agreements, partnership agreements, unitholders’ agreements and company constitutions.

Succession Planning

Advising on and documenting succession plans for your business, including:

Employee/Management sales and employee share schemes
Director and shareholder succession documents

Business Structuring Advice

Advising on the optimum structure to operate a business, based on projected business plans and key taxation, commercial, succession and funding considerations.

Entity Establishments

Company, trust, self-managed superannuation fund and partnership establishments.

Contract Reviews & Advice

Reviewing and providing legal and tax advice on contracts.

General Business Documentation

Drafting legal documentation required for business, including Terms of Trade, Loan Agreements, Service Agreements and Contractor Agreements.

Wealth Structuring Advice

Advising on the optimum structure for your family wealth separate and protected from your business structure – based on taxation considerations, wealth objectives, family dynamics and succession plans.

Investment Structuring Advice

Providing advice on the optimum structure for specific investments separate to your business activities (e.g. shares, properties), considering key taxation, legal, succession and funding considerations.

Asset Protection

Asset protection advice, structuring and implementation.

Private & Family Lending

Drafting loan documentation for related party borrowings, including Division 7A documents.

Additional Services

: Advisers

: Personal

What our clients say about us

“We are very selective in who we refer to other business owners, but I don’t hesitate in referring Mage. They truly are one of the best advisory firms in Australia.”

Dannielle Walz,
CEO, Training Ahead Australia

“We had a very large, complex case. Michael presented a flow chart of what we had to do, checked in to make sure we understood, dialled in regularly – such great communication. There’s no delay to his advice – it’s prompt and thorough.”

Cameron Adamson,
Smart Metal Roofing

“With Mage I can sleep at night because I know they has it covered. We’ve gone through two external audits and haven’t had one compliance issue.”

Danielle Walz,
CEO, Training Ahead Australia