Corporate Services
Integrated Corporate Wealth Management

We offer a wide range of solutions, including corporate superannuation, salary packaging, group insurance, financial planning, banking, and debt structuring corporate services. With our expertise and tailored approach, we can help you enhance employee benefits, optimise tax positions, improve financial stability, and drive your business’s success.

Corporate Services
Continuous Support and Advice

By partnering with us, you can access expert advice, streamlined processes, and strategic solutions that enhance employee benefits, optimise tax positions, improve financial stability, and drive your business's success.

Why BMP Wealth Adviser?

Work with us to align your Corporate benefits with your unique evolving needs and changing employment landscapes

Group Insurance

Offering group insurance schemes demonstrates your commitment to employee welfare

Tailored Investment Options

By aligning with your objectives, we ensure that your employees can access investments that suit their preferences, helping them build a diversified and personalised portfolio

Our Capabilities

Welcome to our comprehensive range of corporate services that can be tailored to meet the specific needs of our valued corporate clients. We understand that each business is unique, and our expertise spans across various areas to cater to your specific requirements.

By incorporating key tax strategies into our corporate services, we can help you minimise your tax burden, maximise deductions, and leverage available tax benefits.

Tax planning is more than just filing your taxes – it’s about strategically organising your finances to optimise your tax liability while staying compliant with Australian tax laws. Our team can help you make informed decisions and implement effective strategies to minimise current, ongoing, and future tax liabilities.

Key Tax Strategies we can help you Explore:

  • Structuring Investments Tax-Efficiently: Our tax-financial advisers can help you choose investment vehicles that offer tax benefits, such as franking credits or assets eligible for capital gains tax concessions.
  • Utilising Tax Deductions: We can help you explore options with allowable deductions to reduce taxable income, including investment expenses, education costs, charitable donations, and home office deductions for self-employed individuals.
  • Managing Capital Gains Tax (CGT): Our experts can guide you through the complexities of CGT and help you navigate available investment vehicles, timing asset sales, and other strategies to reduce your CGT liability.
  • Superannuation Contributions: Certain tax advantages apply to utilise specific superannuation contribution strategies to manage tax implications on income streams and investments. Vehicles such as SMSFs and other complex tactics, salary sacrificing, and personal contributions can provide tax deductions, while earnings within the fund are taxed at concessional rates.
  • Utilising Tax Offsets and Credits: Directly reduce your tax payable through offsets and credits. We can show you how to leverage incentives like the Low and Middle-Income Tax Offset (LMITO), Senior Australians and Pensioners Tax Offset (SAPTO), and various business-related tax offsets.

By offering corporate superannuation, you provide your employees with a valuable retirement savings option. We can help you establish and manage corporate superannuation funds, ensuring compliance and providing expert advice on investment options and employee engagement. The benefits include:

  • Attracting and retaining top talent.
  • Enhancing your employee benefits package.
  • Demonstrating your commitment to their long-term financial well-being.

Our salary packaging services enable you to offer flexible remuneration packages that include various benefits and allowances. This arrangement benefits employers and employees, attracting and retaining talent while allowing employees to enjoy increased take-home pay, tax savings, and personalised benefits. We can assist you in implementing effective and compliant salary packaging programs, maximising tax advantages for all parties involved.

Offering group insurance schemes demonstrates your commitment to employee welfare and provides financial protection in times of need. We can assist you in setting up and managing group insurance schemes, ensuring appropriate coverage, and assisting with claims management. This provides peace of mind to your employees and contributes to a positive work environment.

Our debt structuring services help you effectively manage your debts, reduce interest costs, improve cash flow, and make informed decisions regarding your debt obligations. We analyse your debt portfolio and provide strategies such as refinancing, debt consolidation, and repayment plans to enhance financial flexibility and minimise costs.