Business structures designed for growth, tax efficiency and protection

Structuring advice for founders, family businesses, private groups and established owners planning for the future.

The right business structure can support growth, protect assets and reduce unnecessary tax or ownership friction later. The wrong structure can create problems that become expensive to unwind once profits, investors, property or succession issues enter the picture.

It is much cheaper to make changes to business structures before value has been created. Early planning can help avoid unnecessary CGT and duty costs that may arise when changes are made after that value exists.

Vale Legal advises founders, private groups and established business owners on structuring decisions involving companies, trusts, unit trusts, related ownership arrangements and contractual relationships. We help clients look beyond the setup question and consider the future, including tax consequences, control, exit flexibility, asset protection and succession planning.

Speak with Vale Legal
Call (02) 9993 3833

Structure before value builds

Early structuring decisions can reduce future CGT, duty, ownership friction and succession problems.

Reviewed by Greg Vale

NSW Law Society Accredited Specialist in Business & Personal Taxation Law.

Working with accountants and advisers

Business structuring is often most effective when legal, accounting and tax advice are coordinated from the outset.

Who We Help

This page is for clients choosing, reviewing or changing the structure through which a business or investment is held.

New businesses

Businesses choosing their initial structure.

Existing groups

Groups reviewing whether the current structure still works.

Private clients acquiring assets

Clients acquiring businesses or investments through entities or trusts.

Growth and succession clients

Clients planning for growth, succession, sale or family wealth protection.

How We Help

Vale Legal helps clients choose and implement structures that reflect the commercial reality of the business and its future plans.

Companies, trusts and mixed structures

Advice on companies, trusts and mixed ownership structures.

Restructuring advice

Advice where the existing setup is no longer fit for purpose.

Tax, governance and succession

Coordination of tax, governance and succession considerations.

Legal documents and implementation

Preparation of key legal documents and implementation steps.

Future-focused structuring

Structuring with future transactions, property ownership and family objectives in mind.

Key Issues We Check Early

A structure that worked at the start may not work forever. Business owners should often revisit structure when:

  • Profits, retained earnings or valuable assets have built up in the wrong entity
  • Investors are coming in, ownership is changing or a sale is being considered
  • Family, succession or asset protection objectives have changed
  • The original structure no longer reflects how the group actually operates
  • Property, trusts or related entities have been added without reviewing the whole structure
The best time to restructure is usually before value, debt, investors or succession issues make the position harder to change.

Why Vale Legal

Vale Legal combines commercial, trust and tax analysis in one advice stream.

Integrated tax and structure advice

Combines corporate, trust and tax analysis in one advice stream.

Private group focus

Well suited to family businesses, private groups and asset-holding structures.

Practical future focus

Practical, future-focused guidance rather than purely theoretical structure advice.

Recognised technical experience

Greg Vale was the original author of the College of Law’s Business Structures paper.

Adviser collaboration

Works well alongside accountants and advisers where the structure needs both legal and accounting input.

FAQS

There is no one-size-fits-all answer. The best structure depends on tax objectives, asset profile, ownership, risk, future sale plans and succession considerations.

Often yes. Early planning usually creates more options and reduces the risk of tax leakage or document problems later.

Yes. Business structuring is often most effective when legal and accounting advice are coordinated from the outset.

Yes. Vale Legal can advise on the structure and prepare key documents needed for implementation where appropriate.

Get in touch

This field is for validation purposes and should be left unchanged.

Get advice on the right
Business structure

If you are starting, growing, restructuring or preparing a business for sale or succession, the right structure can make a meaningful difference. Sydney based, advising clients across Australia. Where relevant, Vale Legal can work alongside the client’s accountant, adviser or broader professional team.

Get business structuring advice