Business Planning advice

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Nobody knows for sure what the future holds.

But one thing you can control is how prepared you are.

At Walsh Accountants, our expert team is qualified to provide a wide range of tax and planning services to individuals and businesses.

Business Planning is more than helpful – it is essential.  All businesses should have a written plan including business goals and how they plan to achieve them.

Successful business owners continually ensure that their plans link in with both their long and short term goals and progressively monitor how the business is performing by analysing whether they are hitting set targets.

The Team at Walsh Accountants will work with you to understand your business so you can clearly identify your vision, your mission, and set strategic targets including short term and long term goals. From there, we will help you to determine the key KPI’s and create a comprehensive growth plan to prepare you to work towards and achieve your goals.

Our expert team can help you to plan for your short and long-term goals. We also offer services to assist you in ensuring you achieve them.

Are you a Business Owner paying too much Tax?

If you’re in business and you feel year after year you’re giving too much of your hard-earned dollars away to the ATO, there may be some strategies we can implement for you to minimise the amount of tax you’re required to pay.

Here are 10 proven strategies to help you keep your hard earned cash away from the ATO

Tax Planning for Business

If you’re a non-business entity, there are also a number of strategies you can implement for tax planning purposes.

You work hard to earn the amount you do – why pay any more tax than you have to?

Tax Planning – Non-Business Entities

Tax Planning is the epitome of creative accounting! Our team loves to take advantage of strategies designed to reduce tax liability and maximise the amount of cash available to reinvest.

Whether you’re a business owner or a non-business entity, contact our team and give them the opportunity to look into your financial position and plan for the year ahead to ensure tax efficiency.

Great business owners are able to make quick decisions based on 80% Data and 20% Instinct. This is why we wholeheartedly believe having your plans and goals well documented is crucial in making smart business decisions.

“Flying by the seat of your pants” just isn’t an option anymore– if you’re operating in this way, you can be sure there are great businesses you are in competition with that are making smart and calculated decisions based on 80% data in conjunction with their instincts.

Take control of your business and the direction in which you’re heading by working with our team to help you create an effective and realistic Business Plan.

Our business planning team can help you set your goals, create your plan, and minimise any risk factors. Its business by design, and we’re here to help you achieve it. Contact us today for an obligation free discussion with one of our Business Advisors.

Operating a business without a strategic plan is like driving around in a new city without a map – you are bound to feel overwhelmed and directionless. In an ever changing business world, you need to ensure that you are still working towards the same goals and continually refocusing on what you’re trying to achieve – this is Strategic / Scenario Planning.

Strategic planning can include financial analysis and budgeting and cashflow. It can also involve identifying issues and improving business processes in multiple areas including but not limited to product range and pricing, systems and processes, marketing, staff training and employment and staffing matters, technology and productivity. While Walsh Accountants cannot directly advise you on every facet of your business, for the areas we do not specialise in we rely on our extensive network of business professionals. We are happy to connect you with an expert in each area should the need arise.

The financial analysis can also involve scenario or “What if” planning. This allows you to review your budgeted performance and compare it to expected changes based on a number of different scenarios. In an increasingly uncertain business world, this allows you to plan for best and worst case scenarios and build adaptability into your operational planning.

If you feel you are in need of Strategic/Scenario Planning for your business or you would like more information, contact our specialist team today for an obligation free discussion.


Everyone in business is carrying a level of risk as things can, and often do, go wrong. What you need to understand is that there are steps you can take to isolate and limit these risks as much as possible. This is called Asset Protection.

There are a number of options and steps that can be taken to protect assets and ensure that they are not exposed to the risks of bankruptcy.

12 Golden Rules of Asset Protection

Are you concerned about your Asset Protection?

There are many different structures that could be considered, and speaking to our expert team will ensure you have the best structure available to protect your assets.

Contact us today

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We understand that Succession, Retirement, and Estate planning can be an uncomfortable discussion but it’s imperative you have these plans in place well ahead of time as a diligent exit strategy is the key to making the most of your business’s value and ensures that your loved ones are provided for in the event that you can no longer manage your business.   

Your exit strategy and succession planning is something you need to prepare for early. In some cases, it might take months or years to get your business ready for you to be able to leave in a way that it can operate smoothly without you and to maximise the value as well. 

Our team will help you consider all the factors and advise you on how to implement effective systems. The right advice will help you make the most of all your years of hard work. 

Estate planning is more than simply deciding who gets what when you die. It involves planning and helping to achieve a successful change in asset ownership transfer between generations in accordance with the client testators wishes.

These days it is necessary to consider a wide range of issues including taxation, protection from creditors, government social security regulations and family law legislation.

We have seen significant changes in Estate Taxation law, especially in the areas of capital gains tax, superannuation, and Centrelink/social security assistance. Working with you and your wishes, our team will ensure you leave behind properly planned estate with sufficient assets to provide the lifestyle required by the surviving family members.

Why should an accountant be involved?

Estate planning includes an evaluation of the assets and liabilities of the entire family, both personal and business entities, for both the current generation and future beneficiaries. Who better than the accountant to act as the co-ordinator of the estate planning exercise?

Contact us today for an obligation free discussion into your Estate Planning.

Walsh Accountants also have a team of professionals that specialist in Estate Administration.

We understand the passing of a loved one can be an emotional and stressful time. Our Estate Administration team will work with you throughout this very difficult time showing you the upmost level of care and empathy.

For more information, refer to our Estate Administration Services page

Effective Succession Planning is a holistic process that helps you to align your personal and financial goals with your business performance and value; balancing inheritance and retirement interests. We help you to identify the current position and value of your business, the price you need for your business sale to meet your personal objectives, and then develop a strategy to help you bridge the gap.

The key factors that make a business valuable

The process from planning to exit may need five to ten years. Our aim is to have your business adequately prepared, and at peak performance to ensure you get the best return. If you are passing the business on to family members, we help you to put processes in place to make sure the business doesn’t crumble the minute you hand over your keys.

Contact us today for an obligation free discussion into your Succession Planning.

Retirement planning is easily one of the most important aspects of your financial plan because leaving it too late may put you in a position where you do not have the funds or the time left to provide the retirement you want & deserve.

Knowing where you stand financially and what sorts of goals you have set for your life will make planning for retirement much easier.

We can help you to ascertain what it will take for you to live comfortably in your retirement years, and provide a solid roadmap on how you will achieve this.

Contact us today to speak with our expert planning team. Before you know it, we will have you on the right track to be working towards providing to a comfortable and carefree retirement for yourself.

Why planning matters

Planning for your future is an essential part of any business operation. Constant changes to the economy, the competitive landscape, and emerging technologies mean whatever is working for you today may not necessarily work for you tomorrow. Having solid plans in place ensures you’re prepared for changes as they arise, whether those changes be positive or negative.  

Running your own business comes with great freedom, but it also means you are responsible for generating enough income to meet your retirement plans and ensuring your affairs are in order for your loved ones. Our retirement planning, scenario planning and estate planning specialists act as an extra pillar to help protect your financial interests and support your businesses as you move with the times. 

For comprehensive planning services, contact us today to book your initial consultation and take the first steps towards financial security for the future. 

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