Someone in your corner who knows the numbers
We work with business owners across South Australia and interstate. We help you set goals, weigh up opportunities and make decisions with the numbers in front of you.
Good advice goes beyond tax compliance. We help you manage risk, build sound structures and plan for profit that lasts.
Where advisory makes the difference
Strategy and goal setting
Business health check
Cash flow planning
Pricing and margin review
Growth and expansion planning
Succession and exit planning
Talk it through with us
Succession planning and legacy protection
Thinking about the future of your business is a monumental step. Handing over the reins requires careful consideration, clear timelines, and strategic sensitivity to ensure your hard work continues to thrive. At Sceptre Accountancy, we help you map out a seamless transition for new management or for the next generation of your family operation.
Our succession planning services focus on:
- Designing comprehensive, low-friction business transition and exit roadmaps.
- Collaborating closely with trusted legal professionals to manage complex, intergenerational wealth transfers.
- Valuing business equity and structuring fair buy-out or equity-sharing arrangements.
- Minimising potential capital gains tax (CGT) exposures during ownership handovers.
Preparing a business for sale
When the time comes to step away, maximising your return on investment requires meticulous preparation. We help you prepare your business for sale, ensuring your finances are fully transparent, compliant, and highly attractive to prospective buyers or investors.
Our pre-sale advisory covers:
- Cleaning up and simplifying historical financial complexities to deliver a spotless ledger.
- Identifying and unlocking hidden drivers of enterprise value to command a premium market price.
- Preparing comprehensive financial data packs and supporting due diligence requirements.
- Structuring the sale contract financially to maximise post-tax proceeds.
Business structure and asset protection
How your business is set up shapes your tax, your exposure to risk and your ability to grow. We review your current arrangements and help you choose and set up the right structure, working alongside your lawyer and financial adviser where that helps.
We establish and review:
- Companies, for growth and limited liability.
- Discretionary and family trusts, for flexible income distribution.
- Unit trusts and partnerships, for joint ventures and shared investments.
- Multi-entity groups, to keep operating risk away from valuable assets.
- Sole trader set-ups, as a simple, low-cost place to start.
Our asset protection work includes:
- Separating high-risk activities from high-value assets and intellectual property.
- Reviewing personal director guarantees and other exposure to commercial liabilities.
- Checking the family home and personal investments are held away from trading entities.
- Reviewing structures as regulations change.
Common questions about advisory work
If your question is not here, ask us directly. We would rather answer it before you commit to anything.
Can you help us beyond the annual tax return?
Yes. While we take meticulous care of your annual tax returns and compliance obligations, our real passion lies in stepping in as a long-term strategic partner. We work with you year-round, not just at tax time, to improve your profitability, optimise your cash flow, and help you navigate complex business hurdles as they arise.
Do we need to be a certain size to work with you?
Not at all. We partner with ambitious companies of all sizes and across all lifecycles. Whether you are an energetic startup looking for the right foundational setup, an established family business, or a multi-million-dollar mid-sized operation requiring sophisticated corporate advice, we tailor our advisory support to fit exactly where you need it most.
How much does an advisory engagement cost?
Because every business operates at a different stage of complexity, our pricing is fully customised to match your specific commercial goals. Business structuring and strategic tax planning projects generally range from $3,000 to $20,000+. For comprehensive, ongoing support, our virtual CFO and outsourced advisory relationships range from $10,000 to $100,000 annually, depending on the scale and frequency of reporting required.
Do you work with businesses outside South Australia?
Yes. Sceptre Accountancy is a fully cloud-integrated firm, allowing us to seamlessly service and advise clients anywhere in Australia. Our physical practice is proudly located in Mount Barker, South Australia. Modern digital workflows mean distance is never a barrier to high-level strategic collaboration.
Who else is involved in structuring and succession work?
We believe the best outcomes come from teamwork. For business restructures, succession plans and asset protection, we work closely with our trusted network of lawyers and estate planners so every strategy is properly coordinated.
Tell us what you are working towards
Send us a note and we will come back to you. If it is easier to talk it through, Book a meeting instead.