Family business

Protecting core needs: accounting & audit services

Strong financial management is essential. Your operations, systems and management need to be right for the size of your needs today, and right for tomorrow. All of this in an environment of increasing regulatory complexity and dynamic change.

We help you navigate the fundamentals and create or reinforce the framework and operational rhythm of your business and its flow-on effects to your family:

Financial statement preparation & reporting
Management reporting & benchmarking
Audit
Business and personal tax management and planning
Cashflow forecasting and working capital management
Outsource CFO services
Cross border assistance and expertise
SMSF accounting and compliance

Talk to Stephen Maze - Director Business Services, Mario Raciti - Director Business Services, Mark Lennon - Director Business Services, or Dara Siyali - Associate Director Business Services, or Hemant Nisar - Director Audit Services.

Whether you are looking to acquire or divest businesses, building a multi-generational legacy business, bringing in external investors, or planning on exiting and reinvesting the family’s wealth, we can help.

Hayes Knight are experts in transaction services, business valuations and succession planning.

Assessing business opportunities or mergers
Business valuations and due diligence
Buying and selling businesses and significant assets
Exit strategy development and execution
Succession planning and implementation

Talk to Greg Hayes - Director Corporate Services

Structures, restructures & governance

A decision or pathway you take today can have a myriad of consequences in the future. The difficulty is knowing how to align the commercial needs of your business with its future requirements, and the tax consequences or opportunities of those decisions.

Working with you, we can help you identify potential problems before they occur and give you a secure way of ‘test checking’ your thinking with independent and commercially astute advice.

Reviewing existing structures, their efficiency and suitability including inter-entities (company, trusts, SMSFs, etc.)
Entity structuring for asset protection and tax efficiency
Family governance frameworks that align to business goals
Pre-sale restructuring to maximise value
Unwinding legacy structures

Specialist tax advice

Australia's tax system is complex. For family businesses, the interplay between personal, trust, and company taxation creates both risk and opportunity. Planning before acting or simply asking one of our tax specialists about your options, can make all the difference.

Tax implications of purchasing or selling major assets
Small business CGT concessions and roll-over relief
Division 7A compliance and loan structuring
Employee share schemes
Tax implications of death, divorce or succession
ATO private rulings
International structures and the interplay with Australian taxation

Talk to Linda Jing, Director Tax Services

Your business is likely to be your largest asset - but it shouldn't be your only one. We help family business owners build, protect, and transfer wealth across generations.

By combining your financial planning and wealth management advice with other Hayes Knight services, your financial future is in sync with your taxation, business, and strategic objectives.

Investment advice & strategies – Licensed through HK Financial Services Pty Ltd (AFSL No. 545687)
Intergenerational wealth transfer and planning
Retirement planning
Estate planning
Insurance and income protection
SMSF structuring & management

Hayes Knight Financial Planning (NSW) Pty Limited is a Corporate Authorised Representative of HK Financial Services Pty Ltd (Australian Financial Services Licence No. 545687, ABN 43 661 975 364).

Key Hayes Knight team members are authorised representatives of HK Financial Services Pty Ltd, which enables them to deliver financial and investment advice, and our suite of SMSF services.

Talk to Michael Zdrilic - Director Financial Services

SMSF strategy & advice

Hayes Knight’s dedicated SMSF division provides full lifecycle SMSF services. We are also advisers to the accounting and superannuation community – training, educating and advising the profession on SMSF strategy, legislative and regulatory interpretation, audit and compliance.

The SMSF team take a proactive approach. We identify issues as they emerge. Our philosophy is no surprises. Our objective is to keep you and your fund ahead of the game.