Your Success Lab

Are you a small business owner concerned about how the proposed Federal Budget changes could impact your business, investments, or future exit plans?

This week's budget has business owners, investors, and family groups firmly in frame.

The 50% CGT discount. Discretionary trust distributions. Both flagged for change. Both fundamental to how Australian SMEs build wealth, protect assets, and plan exits.

Under current rules, many business sales effectively attract tax on just 25% of the gain. Under what's proposed, that figure doubles.

My advice: stop complaining and get your house in order.

The questions to be asking right now are structural.

Are your trusts still fit for purpose?
Do you genuinely qualify for the small business CGT concessions?
What happens if you sell in the next three to five years?
Should you restructure while you still can?

Whether the legislation passes in its current form or not, the direction of travel is clear. The business owners who plan early keep their options open.

Watch the breakdown.

Contact us to discuss your circumstances.

𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗕𝗲𝗮𝘁𝘀 𝗛𝘂𝘀𝘁𝗹𝗲, 𝗘𝘃𝗲𝗿𝘆 𝘁𝗶𝗺𝗲.

Hard work alone won’t build a great business.

You can hustle every day…
But without clear direction, effort gets scattered.

Strategy brings focus.

It aligns your team, your resources and your decisions toward a clear outcome.

We help hundreds of business owners build strategies to grow their business.

Take the first step. Request a 45-min business strategy session:

https://exzpodwkabr.typeform.com/to/b9nlcmNX?typeform-source=yoursuccesslab.com.au

Kirsty Chapman-Smith didn't need another accountant.

Discount Party Supplies was growing, seriously growing, and what that growth demanded was advisors who understood the business, not just the books.

Andrew Mattner and Daniel Lalic delivered exactly that. Restructuring. Commercial property. Multi-million dollar expansion. Business acquisitions. Your Success Lab was in the room for all of it — and there for the hard moments too, not just the wins.

That's what the right advisory relationship looks like.

▶️ Watch Kirsty's story.

If her experience resonates, request a 45-min business strategy session:

https://exzpodwkabr.typeform.com/to/b9nlcmNX?typeform-source=yoursuccesslab.com.au

Do you have a team but feel like everything still falls on you?

Andre Smith stepped into the role of Managing Director of a third-generation family business and had to figure it out fast. Monthly mentoring with Andrew Mattner gave him the accountability and clarity to lead with confidence, and finally get the best from his team.

▶️ Watch Andre's story.

New or experienced, if leadership feels harder than it should, request a 45-min business strategy session:

https://exzpodwkabr.typeform.com/to/b9nlcmNX?typeform-source=yoursuccesslab.com.au