Starting a business

1-Asset Protection

* this article is a work in progress *

The 4 most common structures used for businesses are 1- sole trader 2-partnership 3- company and 4-  family trust

 

Sole Trader

Advantages / Benefits

  • Simplest structure available
  • No setup costs
  • Lower accounting fees

Disadvantages / Costs

  • No asset protection
  • No work cover insurance for business owner
  • All businness profits are taxed in the hands of the business owner
  • Difficult to split income with spouse

 

Partnership

2 or more entities (usually individuals) who share income & assets

Advantages / Benefits

  • No setup costs
  • Easier
  • Accounting fees are lower
  • Easier to split income with spouse

Disadvantages / Costs

  • No asset protection
  • No work cover insurance for business owner
  • All businness profits are taxed in the hands of the business owner according to partnership agreement

Company

The trustee is responsible for business operations

Advantages / Benefits

  • Limited asset protection as it is a separate legal entity
  • Income tax minimisation / ability to retain profits in the company
    • Base rate entities are taxed at 25%
    • Other companies are taxed at 30%
  • Access small business concessions
  • Succession planning
    • Ability to add / remove shareholders
    • You can sell the company or just the assets of the company

Disadvantages / Costs

  • Once off setup cost is $1,650 (Tax Slayer) includes meeting and advice
  • Annual filing fees $310 (ASIC)
  • Annual company management fee $220 (Tax Slayer)
  • Annual accounting fees start from $1,650 (Tax Slayer)
  • Unable to access the capital gains 50% general discount
  • Losses are trapped and carried forward – subject to tests
  • ATO rules (subject to change)
  • If you want to take $ out of the company it will need to be paid as wages / dividends / repaid back to the company over 7 years plus interest

 

Family Trust (with Company trustee)

Advantages / Benefits

  • Limited asset protection (assumes corporate trustee) as it is a separate legal entity
  • Access the capital gains 50% general discount
  • Access small business concessions
  • Ability to distribute to a “bucket company” – taxed at 30%
  • Income tax minimisation
    • Income can be split
    • Ability to distribute $ to beneficiaries on lower marginal tax rates – although the ATO is currently looking to restrict this
  • Succession planning
    • You can only sell the assets eg stock, equipment, goodwill – you cannot sell the Trust
  • Wide list of beneficiaries including
    • adult children
    • parents
    • siblings

 

Disadvantages / Costs

  • Once off setup cost is $2,750 including corporate trustee (Tax Slayer) includes meeting and advice
  • Annual filing fees $310 (ASIC)
  • Annual company management fee $220 (Tax Slayer)
  • Annual accounting fees from $1,650 (Tax Slayer)
  • Lifespan of 80 years
  • Requires a trustee – individual / company (recommended)
  • Losses are trapped and carried forward – subject to tests
  • Unable to add business partners
  • Profits must be paid to beneficiaries
  • Profits retained at top marginal rates i.e. 45%. Alternatively profits can be paid to a bucket company
  • ATO rules (subject to change)

 

See also

ATO

business.gov.au

business.gov.au - starting a business checklist

business.vic.gov.au

Xero

ASIC