Tax planning and by extension, minimising or deferring tax, is a critical aspect of running a successful business in Australia.
Rogerson Kenny Business Accountants
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Family Business Advice
Empowering family businesses with strategies that balance legacy, growth, and harmony for long-term success.
Family Business Advisors
Rogerson Kenny Business Accountants specialise in providing expert advice to family businesses across Melbourne. With over 45 years of experience, our team of dedicated family business advisors is committed to helping you navigate the unique challenges that come with managing and growing a family-owned business. Whether you’re looking to improve your business structure, increase profits, or plan for the future, our bespoke solutions are tailored to meet your family business’s specific needs and goals.
We understand the intricacies of family enterprises and offer advice that balances the personal and professional aspects of running a family business. Our approach is practical, proactive, and designed to help your family business thrive in today’s dynamic market.
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Family Business Consulting Firms
As one of the leading family business consulting firms in Melbourne, we bring together our expertise in accounting, business advisory, and family business management to offer a holistic approach. Our team understands the delicate balance between family dynamics and business growth, and we work closely with you to build sustainable strategies that ensure the long-term success of your family enterprise.
Our services as family business consultants include:
- Succession planning and generational transitions
- Structuring your business for growth and protection
- Tax minimisation and compliance strategies
- Modernising your bookkeeping processes for efficiency
- Strengthening governance and decision-making processes
- Dispute resolution and family dynamics management
We aim to provide your family business with the guidance and support needed to overcome obstacles and seize opportunities for growth and success.
Why Choose Us?
Choosing Rogerson Kenny Business Accountants as your family enterprise advisors means choosing a partner with decades of experience and a deep understanding of the complexities of family businesses. Here’s why we stand out:
- 45 years of experience working with family businesses across Melbourne.
- A team of family business consultants who understand the balance between family values and business growth.
- A personalised approach that takes into account your unique family and business dynamics.
- Expertise in succession planning, asset protection, and minimising tax liabilities.
- Access to cloud-based technologies that streamline your accounting and financial processes for real-time results.
- A proactive, down-to-earth approach that speaks your language—no jargon, just effective solutions.
- A personalised approach that takes into account your unique family and business dynamics.
When you partner with us, you’ll have a dedicated family business advisor who is always available to offer the right advice at the right time.
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Our Process
At Rogerson Kenny, our process is designed to ensure that your family business receives the guidance and support it needs to succeed. Here’s how we work with you:
- Understanding Your Business: We take the time to get to know your family business, its challenges, and its goals.
- Tailored Advice: Based on our understanding, we offer tailored solutions to help you overcome your challenges and achieve your goals.
- Strategic Planning: We work with you to create a comprehensive, actionable plan that aligns with your business objectives and family values.
- Implementation: We assist you in implementing these strategies effectively, with the tools and support necessary for smooth execution.
- Ongoing Support: As your business grows and evolves, we continue to provide support, ensuring your family business remains on track.
Our approach is collaborative and transparent, ensuring that all family members are on board and that the business is well-positioned for the future.
Our Story
Over 45 years of bespoke personal and business advice
We’ve married traditional accounting firm values with the latest cloud-based technologies to deliver a truly proactive and personalised approach for our clients.
When you work with us, you’ll get real-time service, down-to-earth advice in plain English, and efficient solutions from an accessible, experienced business advisors and partner you can rely on.
Need Help?
If you’re looking for expert family business advisors who can help you navigate the challenges of managing a family-owned business, Rogerson Kenny Business Accountants is here to help. With over 45 years of experience, our team is dedicated to providing practical, tailored advice that will help your family business thrive. Whether you need help with succession planning, tax minimisation, or improving governance, we’ve got the expertise to guide you every step of the way.
Contact us today to schedule a consultation and find out how our family business consulting services can help your family business reach its full potential.
Valuable Guides
Best Tax Minimisation Strategies, 20 Effective Tax Strategies for Australian Businesses
By implementing effective tax strategies, businesses can optimise their financial position, minimise or defer tax liabilities, and ensure compliance with ever-evolving tax laws.
In this checklist, we outline 20 key tax strategies that businesses should consider implementing to minimise or defer their tax and mitigate risks. Including how to reduce Capital Gains Tax Australia.
We’ve created this valuable 10 step checklist to guide you through the initial stages of assessing a potential business opportunity
Designed to be thought-provoking, it helps you identify issues and opportunities in a business while covering essential operational and performance considerations, all backed by our business advisor insights.
With our business advice, you’ll have the support and knowledge you need to make informed decisions, maximise success and drive your enterprise forward.
Essential Guide to Buying a Caravan Park
Thinking About Buying a Caravan Park? Download Your Free Guide
Dreaming of owning a caravan park? Before you take the plunge, equip yourself with expert insights from industry specialists. This free guide from Rogerson Kenny Business Accountants walks you through everything you need to know – from understanding leasehold vs freehold options to assessing the financials and securing finance.
Inside you’ll discover:
- Key considerations before making an offer
- How caravan parks are valued (and what to look for)
- Pros and cons of different ownership structures
- The role of brokers, bankers, accountants and solicitors
- Real-world advice based on years of caravan park experience
Download your copy now and make your caravan park purchase with confidence and clarity.
Must have Guide to Setting up a Self-Managed Super Fund
Thinking About Starting an SMSF? Download Your Free Starter Guide
If you’re considering a Self Managed Super Fund (SMSF), this free guide from Rogerson Kenny Business Accountants is the perfect place to start. Designed for beginners, it explains what an SMSF is, how it works, the setup process and the key rules and responsibilities involved.
Inside you’ll find:
- A clear overview of SMSF structures and requirements
- Investment rules, options, and strategy tips
- Pros and cons to help you decide if an SMSF is right for you
- Step-by-step guidance on setting up your fund
- Expert insights from trusted, independent accountants
Download the SMSF Starter Kit now and gain the confidence to make informed decisions about your financial future.
Choosing the right business structure is one of the most important decisions you’ll make as a business owner. Whether you’re starting, purchasing, or planning for the future of your business, this free guide from Rogerson Kenny Business Accountants will help you understand the key considerations – from tax implications and asset protection to succession planning and legal responsibilities.
Packed with practical insights and real-world examples, this beginner-friendly ebook covers the pros and cons of Sole Traders, Partnerships, Companies, Discretionary Trusts and Unit Trusts.
Download your free copy today and take the first step towards building a strong foundation for your business success.
FAQs
What makes Rogerson Kenny different from other family business consulting firms?
We combine over 45 years of experience with the latest cloud-based technologies, offering a personalised, proactive approach to help family businesses succeed. Our team understands the complexities of family dynamics and business growth, ensuring that we provide tailored advice that works for you.
How can a family business consultant help my business?
A family business consultant can help you with various aspects of your family enterprise, including succession planning, business structuring, tax strategies, and resolving family disputes. Our goal is to ensure the long-term success of your family business by providing expert advice and solutions.
Do you provide services for both small and large family businesses?
Yes, we work with family businesses of all sizes, from small family-owned operations to large multi-generational enterprises. Our approach is adaptable, ensuring we provide the right solutions for your specific needs.
How do I get started with Rogerson Kenny?
Contact us today to arrange an initial consultation. We’ll assess your family business’s needs and provide a tailored plan to help you achieve your goals.