What’s the right business structure for your needs?

When you complete this form, we will send you a Business Structure Advice Report that includes:

Business structure recommendations based on your situation
Action Plan for the creation of your optimal business structure
Diagram of your optimal business structure
One-to-one call to discuss the Business Structure Advice Report and answer any questions.

Save the questionnaire at any time by clicking the 'Save and Resume later' button at the bottom of each page. You will then receive a unique URL, which allows you to return to your responses at a later point.

If you require any assistance or have any problems, please don't hesitate to contact TMS.

Ph. 02 9725 6169
Email: admin@tmsfinancial.com.au

Under Statute or Regulations Applying to the Investment/Business, is operating through a trust structure prohibited?*

YesNo

I confirm that the business will not be involved in Research & Development activities.

I agree

Under Statute or Regulations Applying to the Investment/Business, is operating through a company structure prohibited?

YesNo

How many family groups are to be involved in the investment/business?

OneMore than one

Is it likely new investors will become involved in the investment/business?

YesNo

Will the structure be for the operation of a business?

YesNo

Will the Entity have non-assessable income such as amounts associated with capital allowance deductions?

YesNo

Is it desirable to distribute to non-equity holders?

YesNo

Will this structure be for the purpose of trading or investment?

TradingInvestment

When the business or other active asset is sold or disposed, is the entity holding that asset together with all connected entitites likely to have active assets with a net value greater than $6 million?

YesNo

Will a person have an interest in the structure of less than 40%?

YesNo

Will a person have an interest in the structure of less than 20%?

YesNo

Is access to the active asset concessions important for minority interest holders?

YesNo

Is it likely a family trust election/interposed entity election will need to be made in the future?

YesNo

Will the Entity have non-assessable income such as amounts associated with capital allowance deductions?

YesNo

Is it desirable to distribute to non-equity holders?

YesNo