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Your Family’s Friends in Finance

CountPlus One understands the unique challenges family businesses face. We have extensive experience supporting families in complying with complex, ever-changing rules and regulations. We handle everything from day-to-day business accounts to the larger financial matters facing extended family groups, giving you peace of mind and greater control of your future.

Case Study

Family Owned Business

Client: Successful professional, operating in a nieche market
Objective: Streamline processing, regular reporting, family tax planning, succession planning

Our client qualified as a successful professional who found a niche in a market that he decided he wanted to branch out into. He used his understanding of the industry to build his business, before introducing his children into the business.

Initially the children assisted with office duties until they found other areas of opportunity within the market which provided the need for the business to grow in various areas.

When the client approached us to streamline the various areas of the business, the first step was to ensure all generations in the business had solutions they were confident to use.

We used our knowledge and expertise with numerous cloudbased solutions to identify and implement systems that streamlined processing for various aspects of the business by looking for innovative solutions.

We ensured that the implemented systems aligned with the various regulatory requirements and met the needs of the business from a cashflow and day to day operation perspective. With regular reporting we were able to extract meaningful information that allowed regular reviews of the business tax obligations and review all family members tax commitments at the same time.

Services supplied:

  • Cloud software implementation
  • Process streamlining
  • Regular reporting packages
  • Tax planning reports and meetings

Speak to one of our team about your family owned business today on 1300 360 186.

This case study is not intended to imply advice to your own situation. Please speak to us to understand your financial needs, objectives and circumstances.

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*Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.