Office Hours: Mon-Thu 9:am - 5:30pm AEDT, Fri 8:30 am - 1pm

Specialist Services

Self-Managed Superannuation Funds

Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs. The team at Pivot Business Advisors are experienced in superannuation and can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals, and look after the compliance for the Fund.

Services we offer include:

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Annual Compliance Work, including preparation of annual financial statements
  • Maintaining capital gains tax records
  • Assisting with the audit of the Fund
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

Company Secretary & Administration

Company legislation requires businesses to perform several administration tasks that can take up valuable time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Pivot Business Advisors we can relieve this burden for you. Our services include:


Company formations


Filing annual returns on your behalf


Preparing all documentation related to minutes and resolutions


Maintaining statutory books


Assistance with changes of directors, shareholders, addresses, and office details


Assistance with changes in shareholdings


Registered office facility

Please contact us for further information on how we can help you get back to running your business.

Rental Property

At Pivot Business Advisors we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Advice on ownership structure
  • Guidance in tax minimisation
  • Advice on tax-effective funding of the property
  • Periodic reviews to ensure returns are maximised

Contact us today for more information on how we can assist you in the business of rental properties!

Capital Gains Tax Advice

Selling a Business / Due Diligence Process

Selling a business can be a difficult, disheartening time and the tasks involved can seem particularly arduous. At Pivot Business Advisors we can help ease the burden.

The services we provide for preparing to sell a business include: 

  • Helping you establish a realistic sale price
  • Tax advice
  • Reviewing of draft’s and final contracts in relation to the financial aspects of the sale and the tax implications
  • Assist in compiling information for the potential purchaser in relation to due diligence process

Our friendly, professional team will help you obtain a maximum return for your business

Financial Planning

We work with a number of financial planners in relation to looking after your planning and investment needs.


A wide range of financing options exist each with their pros and cons.
We can assist you in securing the best financing option for your personal and business goals. Our experience in the market means we can also assist you to structure debt upon acquisition to maximise tax advantages.

We work with your current lender, or can recommend a reliable loan broker to secure finance with the best product and rate available for you

Capital Gains Tax Advice

Succession Planning

As an employer, there are many obligations. We can assist you in relation to these, as well as assist in getting them setup in your accounting software and single-touch payroll.

If you are looking for staff or need specialist advise, we also work with HR firms who can help you engage staff and offer assistance in regard to your award and other obligations, and what grants may be available for your industry..

Capital Gains Tax Advice