Business advisory in Sydney CBD

Small business advice for every stage of growth.

A successful business has the planning, marketing and accounting in place to let you direct your energy where it is most needed. There has never been a more important time to partner with specialist business advisers who can focus on growing your business and your profits.

Financial performance charts on a laptop

How can Forrester Korfiatis help

We can sit as an adviser on the family board. Our reputation is built on client service, a unique appreciation of our clients' businesses and an in depth understanding of complex business taxation areas.

The services offered by our Business Advisory team include growth strategies, taxation, compliance, management and wealth creation. We specialise in working with corporate businesses, private clients and owner managed businesses.

Advisory services

Four areas, one adviser who knows the business

Compliance

Income tax return and Business Activity Statement preparation. Statutory financial reports. Corporate secretarial. Self managed superannuation fund administration and compliance. Fringe benefits tax, payroll tax and WorkCover.

Wealth creation and management

Superannuation tax compliance advice and strategies. Trusts, asset protection and estate planning. Risk assessment and protection strategies.

Growth strategies

Planning. Performance management. Financial analysis and forecasting. Business acquisition and sales. Growth and innovation strategies.

Taxation

Structuring for business and wealth creation. Fringe benefits tax and salary packaging.

The Forrester Korfiatis difference

Partner led relationships, built on client service.

Our Business Advisory team develops a deep understanding of each client's business and aspirations. That understanding lets our partners and staff apply knowledge and expertise gained across a broad range of industries to develop strategies that are both relevant and practical.

We value partner and director led relationships. One of our key strengths is the accessibility of our partners, who work closely with their clients to understand their business and the environment in which they operate.

  • Corporate businesses
  • Private clients
  • Owner managed businesses
Preparing client accounts at a desk in the office

Good to know

Business advisory questions

For an owner managed or family business we act as an independent adviser in the decisions that matter: structure, growth, succession and protecting what has been built.

It builds on it. The partner who prepares your statements and returns already understands the business, so advice is grounded in real numbers rather than a briefing.

Yes. Business acquisition and sales, financial analysis and forecasting and structuring are part of our growth strategies and taxation services.

Yes. Trusts, asset protection and estate planning, together with risk assessment and protection strategies, sit within our wealth creation and management services.

Free, no obligation quote

Bring a partner onto your family board.

Schedule a consultation to talk through where the business is heading and what is standing in the way.