We help you prepare for ownership transition, protect your legacy, and ensure a smooth and structured handover of your business.
Trusted Succession Planning Advisors
What We Do
We provide practical guidance to help you plan, structure, and manage business transitions effectively.
Succession planning is essential for ensuring your business continues to operate successfully when ownership or leadership changes. Without a clear plan, transitions can lead to uncertainty, disruption, and financial risk.
At Arabon Accountants, we work closely with you to develop structured succession strategies that align with your goals. Whether you’re planning retirement, transferring ownership, or preparing for unexpected changes, we help you create a smooth and well-managed transition.
Services
Our approach ensures your business transition is smooth, structured, and aligned with your long-term goals.
Our Process
Business succession planning is the process of preparing for the transfer of ownership and control of your business – whether that’s to a family member, a business partner, a key employee or an external buyer. A well-structured succession plan protects the value of your business, minimises tax on the transition and gives you a clear roadmap for your exit.
Without a succession plan, you risk leaving the future of your business to chance – and potentially paying far more tax than necessary when the time comes to exit.
Define your long-term goals and plan your exit or transition timeline.
Understand the true value of your business before transition.
Plan and structure the transfer of ownership effectively.
Identify risks and ensure continuity during the transition process.
Our experienced team works closely with businesses to create effective structures that support growth, compliance, and long-term success.
Our Services
Choose the exact support you need – tax, compliance, bookkeeping, SMSF administration and business advisory – delivered by a responsive local team.
Team
Business Administration
With nearly eight years’ experience in the industry and a Certificate IV in Accounting and Bookkeeping, I support clients in my role as a Business Administration Officer at Arabon Accountants. I specialise in ASIC secretarial services and bank reconciliations to ease bookkeeping demands, and enjoy the flexibility of working from home.
Bookkeeper
Kylie joined the team in 2020 and is one of our friendly and helpful team who will help keep your accounts up to date.
Director
A Director at Arabon, Stuart brings over 15 years of experience and is a CPA Australia member with a Bachelor of Commerce from the University of Queensland. He specialises in business structuring and tax planning, and leads the Arabon Group’s Gold Coast office with a practical, client-focused approach.
Accountant
Wendy is a CPA Australia member with over 10 years of experience and holds a Master of Accounting and Finance. She specialises in business structuring and tax planning, and genuinely enjoys working alongside clients to support their growth and success.
Accountant
Shirley is a qualified CPA, holds a Master of Commerce from the University of Queensland and a PhD in Physics. As an Accountant with over seven years of industry experience, she specialises in business structuring and tax planning.
Bookeeper
As a bookkeeper with Arabon for many years I assist clients in maintaining their books and staying compliant. I pride myself on being reliable, approachable, and committed to delivering quality support every step of the way for both clients and colleagues alike.
Payroll Officer
With over six years at Arabon Accountants, Joanne is a Payroll Officer supporting clients with their payroll requirements. She works across payroll processing and compliance, with a focus on accuracy and clear communication.
Business Administrator
As a valued member of the firm, Karen brings a wealth of experience and knowledge to her role. She specialises in corporate secretarial services supporting clients and colleagues with ASIC compliance, company administration and regulatory requirements. Known for her approachable nature, attention to detail, and commitment to client service, she takes pride in helping business navigate their corporate obligations with confidence and ease.
SMSF Accounting Manager
Andrew is an SMSF Accounting Manager specialising in fund administration and compliance. He provides technical expertise in superannuation and tax, supporting trustees and advisers in maintaining compliant, well administered SMSFs.
Accountant
Kim is a CPA with nearly four years of experience in the accounting industry and holds a Bachelor of Commerce from Griffith University. She works closely with clients, providing support and guidance on a range of tax and accounting matters.
Accountant
Nina joined the Arabon family in 2016 and is valued for her caring and thoughtful nature. She is an experienced Accountant and CPA Australia member, with a Bachelor of Business from the Queensland University of Technology. She enjoys working closely with clients and supporting them throughout every stage of their business journey.
SMSF Accountant
Alice is an SMSF Accountant specialising in the preparation of annual financial statements and the ongoing administration of self-managed super funds. She supports clients in maintaining well-governed, compliant funds aligned with superannuation regulations.
Why It Matters
The right structure provides clarity, protection, and flexibility as your business evolves.
CGT Concessions
As a general guide:
Our Industry Services
We work with businesses across key industries, delivering tailored tax, compliance, and advisory solutions to support growth and stability.
Structured Financial Support for Consultants, Agencies, and Service-Based Businesses
Specialised Accounting for Medical Professionals, Clinics, and Healthcare Providers
Specialised Accounting for Real Estate Professionals, Developers, Brokers, and Agencies
Specialised Accounting for NDIS Providers and Care Businesses
Helping Retail Businesses Manage Cash Flow, Inventory, and Tax Obligations Effectively
Practical Accounting Solutions for Tradies to Stay Compliant and Profitable
FAQ
Helping individuals and businesses understand accounting, tax, and financial services with confidence.
A succession plan is a structured strategy for transferring ownership and control of your business when you exit. Without one, you risk an unplanned exit that costs you significantly in tax, legal fees and lost business value. Every business owner needs a succession plan, regardless of when they intend to exit.
It depends on the complexity of your business and ownership structure. Some plans can be developed relatively quickly, while others – particularly those involving family succession or significant restructuring – require more time. The key is to start early so you have the maximum number of options available to you.
In some circumstances, yes. The small business CGT concessions can significantly reduce or eliminate the tax payable on a business transfer to family members. Whether you qualify depends on your business structure, the value of your business and how the transfer is structured. Book a consultation with our Brisbane or Gold Coast team and we’ll assess your position.
Without a succession plan, the future of your business will be determined by your will, your business structure documents and – in the worst case – the courts. This can be costly, time-consuming and deeply disruptive for your family and your business. A well-structured succession plan removes this uncertainty entirely.
In most cases yes. Succession planning involves both financial and legal considerations – particularly around buy-sell agreements, trust deeds and estate planning documents. We work closely with legal professionals and will let you know exactly what’s required for your situation.
Our fees depend on the complexity of your situation and the scope of work involved. We provide transparent pricing before any work begins. Given the tax savings and value protection a good succession plan delivers, most business owners find the investment is returned many times over.
Get in Touch
Speak with a local tax accountant about your tax, BAS, bookkeeping or SMSF needs- then we’ll recommend the right plan for your situation.
Send us a Message
Everything you need to know to confidently purchase property inside your self managed super fund the rules, the steps, and the pitfalls to avoid.
Great accounting starts with a great conversation. Speak with a registered tax agent in Brisbane or Gold Coast today and get a clear plan for your finances.
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