For businesses with $20M+ in revenue across diverse industries like ag retail, construction, professional services, and manufacturing, we provide the expertise needed to scale, optimise, and prepare for crucial transitions such as succession, funding, acquisitions, or exits.

• Strategy Design: Crafting coherent strategies that build and sustain business value.

• Transition Support: Expert advice for navigating funding, acquisitions, and exits.

• Financial Optimisation: Enhancing cash flow, capital management, and overall business value.

• Advisory Boards: Leadership development and problem-solving through experienced advisory boards.

We assist high-performing businesses, including property developers, franchise operators, and medical professionals, with expert tax strategies to maximise value, drive growth, and stay compliant.

• Tax Planning: Streamlining structures to reduce tax liabilities.

• Business Advice: Guidance on acquisitions, reporting, and compliance to maximise growth.

• ATO Support: Proactive assistance with audits and resolving tax issues.

• Internal Support: Ongoing advice for accountants and bookkeepers, ensuring smooth operations.

For business owners, entrepreneurs, and SMEs, we help you take control of your wealth through tailored SMSF strategies. Our services ensure you optimise tax, enhance retirement savings, and grow wealth effectively, including:

• SMSF Setup & Compliance: Setup and ensure regulatory compliance, both initially and ongoing.

• Investment Strategies: Customised portfolio construction balancing business and personal goals.

• Tax Efficiency: Maximise tax benefits in super and business.

• Commercial Property Integration: Strategic investment through SMSFs.

• Retirement Planning: Ensure a smooth transition to retirement.

For privately owned businesses and partnerships, the unexpected loss of a key individual—whether through illness, injury, or death—can disrupt operations or ownership arrangements. We help business owners implement tailored insurance strategies to protect business continuity and support succession planning.

• Buy/Sell Insurance: Provides funding for the transfer of ownership should a business partner pass away or become permanently disabled. This ensures a smooth transition of equity and safeguards the future of the business and the families involved.

• Key Person Insurance: Protects the business against the financial impact of losing a key contributor—such as a founder, partner, or specialist executive. The proceeds can help manage revenue loss, cover recruitment costs, or maintain operations during a period of transition.

Group Insurance allows employers to provide life, disability, and income protection cover as part of their employee benefits offering. These policies are typically arranged at scale to support staff wellbeing, attract talent, and strengthen retention.

We work with businesses across sectors—such as legal, consulting, government, and professional services—to design and manage group insurance solutions that align with their workforce and organisational goals.

• Group Life & TPD Insurance: Offers financial protection to employees and their families in the event of death or permanent disability, often forming part of a broader superannuation or benefits package.

• Group Income Protection: Provides employees with a regular income if they are temporarily unable to work due to illness or injury, helping them manage ongoing financial commitments while they recover.

We deliver financial education programs designed to improve the financial literacy and engagement of your workforce. By offering live seminars, on-demand webinars, and tailored workshops, we provide your employees with the tools they need to make informed financial decisions.

For businesses in industries such as government, law, construction, and professional services, these programs foster a healthier, more financially aware workforce, leading to higher engagement, retention, and overall well-being.

• Financial Education: Tailored seminars, webinars, and workshops to enhance financial literacy.

• Salary Packaging & Wealth Accumulation: Guidance on wealth accumulation, retirement planning, and salary packaging.

• Engagement & Retention: Boost employee engagement, loyalty, and retention with valuable financial benefits.

MGD Private guides leading business families who continue to own and shape significant enterprises—aligning leadership, capital, and purpose across generations. Whether advising your family office or acting as one, we bring discretion, precision, and enduring care to your significant legacy. Learn more about our MGD Private team.