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The Vault/PLAYBOOK
The Builder-Developer Structuring Playbook
PLAYBOOKstructuringtax
PLAYBOOK · PDF · 84 pages

The Builder-Developer Structuring Playbook

How to structure your operating company, holding trust, and SMSF so capital moves cleanly between them.

What you get
  • 84-page playbook with annotated diagrams
  • Decision tree: which structure for which stage of growth
  • Sample structures for $1M, $5M, and $20M turnover businesses
  • Worked example: a Sydney builder restructuring mid-project
  • Walkthrough video with one of our advisors
How we use this with clients

This is the same framework we walk every new client through in their first two sessions. Get it right early and the next ten years compound. Get it wrong and you'll spend $80,000 unwinding it later.

Price
$197AUD
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What's inside

A look at the actual product.

A field-tested decision framework covering Pty Ltd / discretionary trust / unit trust / bare trust / SMSF combinations, Division 7A, and the Section 100A landscape post-2023.

View 1
Inputs & assumptions
View 2
Worked example
View 3
Lender-ready output
The Builder-Developer Structuring Playbook
$197