Company, trust, partnership, and SMSF structure discussions
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Merrylands accounting service
Entity set-up and restructuring
The right structure depends on the people involved, the assets, the business model, and future plans. We help clients work through the accounting and tax considerations before changes are made.
Best starting point
Assistance with establishing or reviewing companies, trusts, partnerships, and SMSFs, with advice tailored to the client objective.
Office
Suite 2, Level 1, 204 Merrylands Road
Before appointment
Current business and ownership details
Overview
A practical pathway for the work
Assistance with establishing or reviewing companies, trusts, partnerships, and SMSFs, with advice tailored to the client objective.
Company, trust, partnership, and SMSF structure discussions
Business restructuring considerations
Accounting and tax setup questions
ABN, TFN, GST, and PAYG registration coordination where relevant
Service components
What this service can include
Business restructuring considerations
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Accounting and tax setup questions
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
ABN, TFN, GST, and PAYG registration coordination where relevant
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Record and reporting requirements for the new structure
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Coordination with legal advisers where legal documents are required
Reviewed against your records, deadlines, and the obligations that apply to your circumstances.
Appointment flow
From first enquiry to next action
The office confirms the right records, reviews what has been supplied, and explains what needs to happen before lodgement or advice is finalised.
Contact the office
Call or send an enquiry with the type of tax or accounting support you need.
Bring the right documents
The office can confirm what to bring before your appointment.
Review and prepare
Your records and questions are reviewed by an onshore team before the next step is explained.
Lodge or act
The accountant confirms what is lodged, what remains outstanding, and any future deadlines.
Prepare
Documents and details to have ready
01
Current business and ownership details
02
Reasons for the new structure or restructure
03
Financial statements or tax returns where available
04
Existing company, trust, or partnership documents
05
Questions about control, tax, asset protection, or succession
Important note
Before you rely on the next step
Entity set-up and restructuring can require accounting, taxation, and legal input. Legal documents should be reviewed by an appropriate legal adviser.
Benefits of working with us
Local support, structured around your records
Professionalism and integrity
Accounting and taxation work is handled with a focus on accuracy, communication, and responsible advice.
Personalised client service
The practice builds long-term relationships so advice can reflect each client's records, obligations, and goals.
Onshore Australian support
Client work is completed onshore in Australia, with hands-on attention from the local team.
Proactive financial guidance
Advice is designed to help clients stay organised, prepare for deadlines, and make informed decisions.
Related services
Other ways the office can help
Individual tax returns
Preparation and lodgement support for accurate, compliant individual tax returns, including income, deductions, investment records, and rental property matters where relevant.
View Individual tax returnsSmall business accounting
Practical support for sole traders, companies, partnerships, and trusts, including tax returns, financial statements, compliance records, and year-round accounting questions.
View Small business accountingBAS, GST, and ATO lodgements
Assistance preparing business activity statements and keeping GST, PAYG, and ATO reporting organised across the year.
View BAS, GST, and ATO lodgementsMerrylands office
Ready to discuss your tax or accounting matter?
Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.
Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160
Open Monday to Friday, 9:00 AM – 6:00 PM