Family group structuring advice for Sydney family groups
SMA Business Advisory advises family groups across Kellyville and greater Sydney on how their trusts, companies and related entities are structured, so the arrangement reflects how the family’s businesses and assets actually work together.
Reviewed as a group, not one entity at a time
This service is for family groups with more than one entity, whether that’s a mix of trusts, companies or family members holding interests, who want the overall structure reviewed as a group rather than one entity at a time. It sits between our general business structuring advice and our broader family advisory work, focused specifically on how the entities and trusts themselves are set up and connected.
Many family groups have grown their structure informally over time. This service starts by mapping out what exists today, then advises on whether it still suits the family’s circumstances.
Mapping what exists,
then advising on the design
We map your family group’s entities and advise on how they should be structured and connected.
- Entity structure mapping
- Trust structuring for family groups
- Structuring for multiple related entities
- Structuring for changing family circumstances
Advice on how family entities actually interact
Manraj brings more than 15 years’ experience across Big Four, mid-tier and boutique firms advising family groups on exactly this kind of structuring, working with you directly throughout. That focus means the advice reflects how family entities actually interact, not just how each one looks in isolation.
This service suits family groups whether or not a family trust is already in place, including those setting up a structure for the first time and those reviewing or adjusting one that’s grown informally over the years. Trust deed drafting and other legal documents remain your solicitor’s role; we advise on the structuring and can work alongside your solicitor on any legal changes needed.
- Direct access to a CPA-qualified, registered tax agent experienced in family group structuring specifically
- Advice that looks at the family group's entities together, not one at a time
- A clear distinction from general business structuring and broader family advisory
- Coordination with your solicitor for any legal documentation required
Frequently asked questions
Answers to the questions we hear most often. If you can’t find what you’re looking for, get in touch and we’ll be happy to help.
How is this different from Structuring & Asset Protection?
Structuring & Asset Protection covers the structure of an individual business. Family Group Structuring looks specifically at how multiple related family entities, trusts and family members’ interests fit together as a group.
How is this different from Personal and Family Groups advisory?
Personal and Family Groups is the broader tax and strategic advisory service for the family as a whole. Family Group Structuring is the more specific work of designing and adjusting the entities and trusts themselves.
Do we need a family trust already in place to use this service?
No. We work with family groups setting up a structure for the first time, as well as those reviewing or adjusting an existing one.
Can you help if our family group's structure has grown informally over time?
Yes, this is a common starting point. We map out what exists today before recommending any changes.
Does this involve legal work, like drafting trust deeds?
We provide tax and structuring advice, including recommending changes to trust arrangements. Drafting or amending legal documents such as trust deeds is handled by a solicitor, and we can work alongside yours where needed.
How often should a family group's structure be reviewed?
There’s no fixed rule, but a review is worthwhile whenever family circumstances change materially, or if it’s been several years since the last one.
News, guides and practical advice
Considered guidance on the issues that matter most to business owners and family groups.
Fringe Benefits: Guide & How to Calculate
A clear, plain-English explanation of fringe benefits tax and how it is actually calculated for your business.
Read articleATO Audits: What You Need to Know
An overview of what prompts an ATO audit in the first place, and the practical steps to take if you are contacted.
Read articleSmall Business Structuring: An Accountant’s Guide
Considered guidance on choosing the right business structure from day one, before costly problems set in.
Read articleRequest a consultation
Share a few details about your business and we’ll be in touch to arrange a time that works for you.