Sectors We Serve: Industry-Specific Financial & Compliance Architecture
At Executive Advisors, we recognize that regulatory environments, capital structures, and tax exposures vary significantly across different industries. A cookie-cutter approach to corporate finance or wealth planning fails to capture these nuances. Operating from our office in Fortitude Valley, Brisbane, our multi-disciplinary team provides industry-specific advisory solutions that integrate tax planning, corporate finance, and compliance. We help you address unique sector challenges and capitalize on growth opportunities.
We serve active sectors of the Australian economy, including property development, financial services, medical practices, resources, and inbound foreign subsidiaries. By designing bespoke structures—such as property joint ventures, AFSL compliance frameworks, and medical service trusts—we provide the specialized expertise needed to build enterprise value and secure compliance.
"Industry specialization is the key to advisory value. Understanding the unique regulatory hurdles, tax concessions, and capital structures of your sector allows us to design more robust, value-accretive solutions."
Industries We Advise
We deliver tailored advisory services across six core sectors, addressing specific financial and compliance needs.
1. Property Development & Construction
Property development demands complex capital structuring and precise tax management. We assist developers with project feasibility modeling, joint venture structuring, SPV setup, and debt advisory (securing senior and mezzanine project finance). We also optimize tax positions, managing GST margin scheme calculations and stamp duty exposures.
2. Financial Services & FinTech
Financial services firms operate under intense regulatory oversight from ASIC. We advise fund managers, wealth firms, and fintech startups on securing and varying Australian Financial Services Licences (AFSL). We qualify Responsible Managers, prepare compliance proof documents, and establish ongoing audit and reporting systems.
3. Professional Services & Consulting
For engineering, law, and consulting firms, wealth is generated through human capital. We help partners restructure partnerships, implement equity vesting rules for new directors, set up service trusts to isolate operating risks, and design employee share schemes (ESS) to attract and retain key consultants.
4. Health, Medical & Specialist Practices
Medical practitioners and medical clinics face unique tax rules, specifically surrounding payroll tax on contractor doctors and service trust arrangements. We design compliant clinic structures, manage bookkeeping and payroll integrations, and coordinate personal tax planning for high-earning medical specialists.
Our Industry Advisory Lifecycle
We partner with clients through a structured, four-phase engagement roadmap designed to align industry parameters with corporate and wealth objectives.
Sector Scoping & Risk Audit
We audit your current entity structures, corporate tax filings, and sector-specific licences (e.g., AFSL, QBCC), mapping out regulatory gaps or tax exposures.
Bespoke Structure Engineering
We design custom corporate structures—such as medical service trusts, property SPVs, or tax consolidated pools—tailored to your industry's tax rules.
Capital & Compliance Implementation
We execute the structure, lodging ASIC updates, securing ATO tax registrations, preparing AFSL proof documents, and negotiating project finance terms.
Ongoing Governance & Review
We manage annual compliance statements, monitor thin capitalization ratios, execute payroll reviews, and schedule quarterly strategic performance reviews.
Industry Specific Structure & Value Matrix
A well-planned structure addresses the specific asset protection, tax, and capital raising needs of each sector.
| Target Industry Sector | Recommended Corporate Structure | Key ATO Tax Concessions Utilized | Primary Asset Protection Benefit | Core Financing Mechanism |
|---|---|---|---|---|
| Property Development | Special Purpose Vehicle (Pty Ltd) or Unit Trust with Corporate Trustee. | GST Margin Scheme; stamp duty concessions for joint ventures. | Isolates construction risk from parent entity balance sheet. | Senior Construction Debt; Mezzanine Debt; Private Equity Syndication. |
| Financial Services (FinTech) | Proprietary Company (Pty Ltd) holding AFSL authorizations. | R&D Tax Incentives; early-stage venture capital concessions (ESVCLP). | Protects licensing assets from operating liabilities. | Venture Capital Funding; Convertible Notes; Angel Equity. |
| Medical Practices | Operating Company with separate Service Trust holding clinic assets. | ATO-compliant service fees; payroll tax exclusions for contractor doctors. | Isolates clinic medical negligence claims from valuable business assets. | Medical Equipment Leasing; Practice Fit-out Finance. |
| Mining & Resources | Joint Venture (JV) Partnership or unincorporated joint venture. | Fuel Tax Credits; immediate deductions for exploration expenditures. | Parties retain ownership of underlying assets and resources. | Project Finance Syndication; Off-take Pre-payment Facilities. |