A long-standing client operates a logistics business generating multi million dollars in annual turnover. Alongside this core operation, the client also undertakes property development projects through a separate business stream. As the group expanded, the client needed a structure that could manage commercial risk, support growth, and remain tax-efficient across both activities.

We conducted a detailed review of the group’s operations and advised the client to establish distinct corporate structures and sub-structures for each business stream.

Separating the logistics and property development activities allowed the group to isolate operational risks, ring-fence liabilities, and create clearer pathways for future expansion.
Property development brought additional complexity, particularly around capital gains implications, GST on property transactions, and the GST margin scheme. We guided the client through these rules and modelled the cash-flow impacts of different development scenarios. This helped the group plan ahead, manage funding requirements, and avoid unexpected tax exposures.

We also reviewed the group’s funding arrangements to ensure that loans and cash movements were structured in a tax-efficient manner while remaining compliant with Division 7A. This included analysing inter-entity loans, repayment strategies, and the most effective way to fund new projects without triggering unintended tax consequences.

Through this work, the client now operates with a structure that supports growth, protects assets, and provides clarity across two very different business streams—allowing the group to focus on running successful logistics operations while confidently pursuing new property development opportunities.