We offer proactive strategies, advice and action for our clients. RAFT Private brings expertise to Australian businesses to improve the way they work and perform.

Our services

+ Private clients
+ Tax & business advisory
+ Consulting
+ Transactions & deals
+ RAFT experience

Private clients

For entrepreneurs, private, and family business owners, you need experts and solutions you can rely on as you build your legacy, make tough calls, and tackle challenges head-on. We unite your agenda and ambition with our expertise and the most up-to-date digital solutions to deliver outcomes that will shape your success into the future.

Services
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+ Financial reporting and compliance
+ Tax & ASIC compliance
+ Secretarial and administrative duties
+ Entity set ups and structures
+ Self Managed Superannuation Funds (SMSF) establishment and compliance
+ Development of a family charter
+ Intergenerational and succession planning
+ Family governance
+ Structuring for wealth protection
+ Estate planning

Tax & business advisory

Managing a family’s financial and business affairs can be stressful and fraught with emotion, but it doesn’t need to be. Our empathetic and proactive approach seeks to maintain harmony amongst family members and preserve their values and legacies. We draw on our network of professional advisors such as lawyers, bankers and wealth managers to provide our full suite of accounting and taxation services in a coordinated, collaborative and disciplined manner.

Services
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+ Tax compliance and business advisory
+ Self Managed Superannuation Funds (SMSF)
+ Tax advice and support with Capital Gains Tax and small business tax concessions
+ Outsourced CFO solutions
+ Overseas enterprises and expansions
+ Transactions

Transactions & deals

Whether preparing for growth or responding to performance pressure in the market, we’re equipped with the expertise and extensive networks to assist in divestitures, strategic alliances, raising capital and completing acquisitions, for inbound, outbound and domestic businesses.

‍Services

‍+ Pre-deal strategy and go-to-market strategy
+ Post-deal integration activities
+ Pinpointing the right targets, partners and capital providers
+ Due diligence procedures
+ Valuation advice
+ Restructuring and turnaround
+ Business restructuring
+ Working with stakeholders to facilitate financing requirements
+ Divestment strategies

The RAFT experience

It’s a fact of life that your finances need constant attention and review, but coordinating and execution doesn’t come easy to everyone — and it requires time that some people just don’t have.

We’ve seen it all: time-poor clients failing to action necessary items in time, advisors on different wavelengths — and even the unintended consequences of one advisor’s action interfering with that of another.

We’ve established the RAFT Experience, a bespoke concierge service to manage all your financial matters. We hold the reins; keeping all your key advisors in constant communication to ensure that everyone’s on the same page, with regular meetings to touch base on your goals and course-correct as needed.

Talks

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Clients

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Tekni Creative
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Press

New Accounting 101
New Accounting 101
New Accounting 101
New Accounting 101
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FAQ's

What kind of businesses do you work with?

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How do you price your services?

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