Financial Advice for Small Business Owners

We applaud small business owners who have turned their passion into their own business.
Whether you're a sole trader, in a partnership, a joint venture or company, it's important to have trusted advice from the right professional. Financial advice for small business owners needs to be as unique as your business is. There is certainly no 'one-size-fits-all' approach.

At Evergreen Financial Advisers, we work with business owners and provide well-considered advice that suits your individual circumstances. Our advice includes entity structures (such as self-managed super funds), tax planning, business valuation, purchasing, buy/sell agreements, superannuation choices for business owners and employees, selecting the right finance option for the business, and more. 

Business Planning

We work proactively with our clients and their accountants to plan for end of financial year transactions, including dividend payments, trust distributions, business owner superannuation contributions, and more.  

Structuring Advice

We work with our clients to assist them to make informed choices about the right entity structure for their business and investments. By discussing the benefits and risks of each and mapping the long term goals, our clients have peace of mind knowing their interests are structured in the most effective manner.

SMSF

Self-managed super funds (SMSF) can be a powerful tool to achieve specific business goals, and understanding the benefits and challenges associated with a SMSF is vital to ensuring it’s the right choice for you.   

Someone to Call

We know that owning a small business is challenging. As small business owners ourselves, we understand the complexities of business ownership and can provide detailed insight into the financial aspects of your small business. Advice we can provide includes business budgeting, leasing options, employee and employer superannuation, and more. 

We welcome new enquires.

Evergreen Financial Advisers
50 Charters Towers Road Hermit Park Qld 4812
Tel 07 4766 9688
Email [email protected]
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Information provided on this website is general in nature and does not constitute financial advice. Evergreen Financial Advisers Townsville will endeavour to update the website as needed. However, information can change without notice and Evergreen Financial Advisers Townsville does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Evergreen Financial Advisers Townsville does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Evergreen Financial Advisers, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Evergreen Financial Advisers. You may not alter or modify this information in any way, including the removal of this copyright notice. We will need to find out your individual objectives, financial situation and needs before we recommend any financial product to you.  You have the right not to divulge this information to us, if you do not wish to do so. In that case, we are required to warn you about the possible consequences of us not having your full personal information. You should read the warnings carefully.  We keep a record of the personal information, which may include details of your investment objectives, financial situation and particular needs, you provide to us. On your request, we can provide you with a copy of your personal information and advice documents, which we keep on record for no less than 7 years. Please note that a fee for this service may apply.
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