Are you sure your business is in the right structure?
Before this financial year closes, check whether your business may qualify for a complimentary 20-minute EOFY consultation with BWC’s senior advisory team.
The first step is a short eligibility form. If your business is a suitable fit, BWC will provide the booking link and request the information needed to make the consultation useful.
Most owners assume their structure is still right. Growth has a way of proving otherwise.
A second opinion does not mean replacing your accountant. It means checking whether your current structure has been proactively reviewed against where your business is now: company, trust, profit flow, risk, assets and EOFY planning opportunities.
Compliance keeps the business up to date. Proactive structure and tax planning asks a different question: is the setup still supporting your growth, profit flow and next financial year planning?
The issues that can quietly hold growing businesses back
These are the areas worth checking before 30 June, while there is still time to make informed decisions.
Structure not reviewed recently
Your setup may have made sense years ago, but the business may now be bigger, more complex or exposed to different risks.
Tax planning left too late
The best conversations usually happen before EOFY, not after the year has already closed.
Profit flow unclear
Profit may be moving through the business without a clear view of whether it is landing in the right place.
Trust or company complexity
Multiple entities can create opportunities, but they also need review and coordination.
Asset protection questions
The wrong assets in the wrong structure can create avoidable exposure.
Compliance handled, strategy unclear
Your tax return may be up to date, but the broader structure, profit flow and planning position may not have been reviewed recently.
Built for established business owners with enough complexity for strategy to matter
This consultation is designed for business owners who are likely to benefit from EOFY structure, tax planning or advisory support.
Turnover above $500,000Established enough that structure and planning decisions can make a meaningful difference.
Registered for GSTAn operating business with active revenue, reporting and planning requirements.
Company, trust or multiple entitiesEnough structure that review, coordination and advice may be worthwhile.
Looking for proactive advisoryEOFY tax planning, profit flow, asset protection, structure or broader business support.
A short, focused discussion, not a free full review
Eligible prospects may access a valuable preliminary consultation that helps identify whether further review or action may be worthwhile. Detailed review and implementation work are scoped separately if needed.
20-minute EOFY consultation
- ✓ A focused discussion with BWC’s senior advisory team
- ✓ High-level observations based on the information provided
- ✓ Identification of possible structure, tax planning or advisory areas worth reviewing
- ✓ Direction on whether further work may be appropriate
Detailed work comes after
- → Full structure review
- → Detailed tax review
- → Written advice or advisory report
- → Implementation, restructuring or ongoing advisory work
A simple first step before EOFY
The form is the first step. It helps BWC understand your business and guide you to the most appropriate next step.
Complete the form
Tell us about your business, turnover, structure and EOFY priorities.
BWC reviews your details
The team checks whether the consultation is the right fit.
If suitable, we confirm the next step
Eligible owners receive the booking link for a 20-minute consultation.
Provide your information
Send reports or grant Xero advisor access before the appointment.
Attend the consultation
Join the 20-minute complimentary EOFY discussion with BWC’s senior advisor.
Bring the numbers so the session is useful
Eligible prospects will be asked to provide relevant information before the appointment. This helps BWC make the 20-minute discussion specific to your business, not generic.
Provide relevant reports
- Last year’s financial statements
- Last year’s tax return
- Current year-to-date profit and loss
- Current balance sheet
- Other relevant reports if requested
Provide Xero advisor access
If it is easier, eligible prospects may provide Xero advisor access so BWC can review the relevant reports before the appointment.
- Simple instructions can be provided after eligibility review
- Only relevant reports are reviewed for the session
Check your eligibility
Complete the short form below. BWC will review your details and confirm whether your business may be suitable for a complimentary 20-minute EOFY consultation with its senior advisory team.
Questions business owners usually ask
The 20-minute EOFY consultation is valued at AUD 249 and is complimentary for eligible business owners who complete the form and provide the required information before the appointment.
It is designed for established business owners, generally turning over more than $500,000 per year, registered for GST, and operating through a company, trust, multiple entities or a more complex structure.
Eligible prospects receive the booking link for a 20-minute complimentary EOFY consultation with BWC’s senior advisory team, led by Zac Hayes, after the form has been reviewed and the required information process has been confirmed.
No. It is a preliminary strategic discussion. It does not include a full structure review, detailed tax review, written report, formal advice or implementation work.
Eligible prospects will be asked to provide relevant reports, such as prior year financial statements and tax return, current year-to-date profit and loss, balance sheet, or Xero advisor access.
BWC will still review your enquiry and may guide you towards a more suitable next step within the group, such as bookkeeping, accounting, tax compliance, business advisory or general business support.
No. If further review or implementation work is recommended, BWC will explain the next steps separately. You can decide whether you want to proceed.
Before EOFY, check whether your structure still supports your business.
Complete the eligibility form and find out whether your business may qualify for a 20-minute complimentary EOFY consultation with BWC’s senior advisory team.
Check your eligibility →