[ Case Study · Growth-stage business · Pre-profitability ]

$300K+ in tax saved in the first profitable year — by structuring before the profit arrived.

Growing business heading into a profitable phase.

Sector: Owner-led growth business
Region: Gold Coast, QLD
Revenue band: $2M–$5M (entering scale)
Period: Forward planning
Units: AUD · approximate, anonymised

>$300K

Tax saved in the first profitable year

Year 1

Of sustained profitability

Trust + bucket co.

Long-term structure implemented

Figures presented honestly and approximately. Anonymised at the client's discretion.

Wakefield Pacific advisers reviewing a planning document together at the office

[ What was unclear ]

A growing business engaged Wakefield Pacific before entering a period of significant profitability. The owners weren't looking for a tax trick — they wanted long-term planning, asset protection, flexibility and a structure that could scale with them.

Where things sat

01Existing structure built for an earlier stage of the business
02Significant growth and profitability on the horizon
03No long-term structuring plan in place
04Goals around protection, flexibility and wealth creation not yet supported by the structure

[ Our role ]

What structure was put around it

The information, reviews and work introduced to help the owners understand the position and decide what to do next.

Reviewed the existing structure against where the business was heading

Mapped long-term goals, expected profitability and risk profile

Designed and implemented a more appropriate structure using trusts and a bucket company

Framed the work around long-term wealth, flexibility and protection — not just a tax outcome

Built the foundation in advance, so the structure was in place before the profits arrived

[ What happened next ]

Period · Forward planning

In the client's first year of sustained profitability, the structure that was put in place ahead of time helped create tax savings of more than $300,000 — alongside materially better long-term flexibility and asset protection.

[ Shared credit ]

The business produced the profitability through its own execution. Wakefield Pacific's role was to make sure the structure was right before that profitability arrived — so more of what was earned could be retained, protected and deployed.

[ The core message ]

"Good structures don't matter only when businesses are struggling. They matter most when businesses succeed."

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