• What’s the right business structure for your needs?

    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:

    1. Business structure recommendations based on your situation
    2. Action Plan for the creation of your optimal business structure
    3. Diagram of your optimal business structure
    4. 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?*
  • Under Statute or Regulations Applying to the Investment/Business, is operating through a company structure prohibited?
  • How many family groups are to be involved in the investment/business?
  • Is it likely new investors will become involved in the investment/business?
  • Will the structure be for the operation of a business?
  • Will the Entity have non-assessable income such as amounts associated with capital allowance deductions?
  • Is it desirable to distribute to non-equity holders?
  • Will this structure be for the purpose of trading or investment?
  • 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?
  • Will a person have an interest in the structure of less than 40%?
  • Will a person have an interest in the structure of less than 20%?
  • Is access to the active asset concessions important for minority interest holders?
  • Is it likely a family trust election/interposed entity election will need to be made in the future?
  • Will the Entity have non-assessable income such as amounts associated with capital allowance deductions?
  • Is it desirable to distribute to non-equity holders?
  • Are you wishing to invest in a commercial property or shares and managed funds?
  • What is the proposed operational purpose of the business?
  • Will the business hold assets in excess of $200,000?

  • Thank you for completing the Business /Investment structure form

    Our TMS Accountants will review your information and will send you our engagement agreement link to be digitally e-signed.

    Please click the submit button below to finalize your submission

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