For Accountants, Solicitors & Business Consultants
Refer with
confidence.
When a client's question moves from tax into structure, asset protection, or security, Corporate Structure Solutions is the specialist we'd want on the other end of that referral — and the client relationship stays exactly where it belongs: with you.
Why Advisors Refer to Us
A specialist for the conversation outside your scope
Your clients trust you with their numbers, their compliance, their contracts. Every so often, that trust surfaces a question that isn't yours to answer — how to structure the business, how to protect the family home, how to stand as a secured creditor over their own company. That's the conversation we specialise in, and the one we built this practice around handling well, so you don't have to carry it yourself.
What You Get From a Referral
The Relationship Stays Yours
We're a specialist referral, not a competitor for the client. You stay the trusted advisor; we handle the piece outside your scope and keep you in the loop.
Scope You Don't Have to Carry
Business structure, asset protection, and PPSR security sit outside standard tax and compliance work. We carry that scope and the liability that comes with it.
Direct Communication Back to You
No black box. You hear what we've recommended and why, so you can keep advising your client with the full picture.
Fewer Loose Ends for You
An unresolved structure or asset-protection gap is a risk that eventually lands back on your desk. Referring it early closes that loop.
“Oh, my accountant takes care of that.” And he does — from a tax perspective. Structure and asset protection is a complementary specialty, which is exactly why so many of our clients arrive on referral from their accountant. Our Approach
How It Works
A simple, three-step referral
You introduce us
A short email or a warm phone introduction is all it takes. Tell us as much or as little as you're comfortable sharing about the client's situation.
We take it from there
We engage directly with your client on the structure, asset protection, or security work — scoped clearly, with no overlap into your territory.
You stay informed
We keep you in the loop on what's been recommended and actioned, so the client relationship — and your advice to them — stays whole.
Spot the Referral
Signs a client's file belongs with us
Our self-assessment checklists were written for business owners, but they double as a quick read on when a client sits outside your scope — personal guarantees, PPSR gaps, assets paid for the wrong way, or an insolvency risk building quietly in the background. Or browse what we handle for referred clients directly.
View the ChecklistsNext Step
Have a client who needs this conversation?
Send us a short introduction and we'll take it from there — scoped clearly, communicated back to you, and never at the expense of your relationship with the client.
Refer a Client