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360 ONE ADVISORY

Strategic guidance for every stage of business growth

From the structure beneath your business to the strategy guiding its next chapter. 360 ONE Advisory partners with business owners across Melbourne and beyond to build, refine and scale with intention.

01 → Discovery
We take the time to understand your business properly. Your structure, your goals, your pressure points. Most clients tell us this first conversation alone surfaces things their previous advisor never asked about.
02 → Strategy
We build a tailored plan. Compliance obligations, tax position, reporting framework, and a 12 month strategic roadmap aligned to your goals. Everything connected, nothing working against itself.
03 → Partnership
Ongoing and proactive. We check in regularly, surface issues early, and adjust your strategy as your business evolves. You are in the rhythm year round, not waiting until June for the next conversation.
BEYOND COMPLIANCE

Your accountant should be one of the most valuable people in the room

Strategic advisory is not a luxury reserved for big business. It is the work that turns a good business into a great one. The thinking that shapes structure, strategy and growth.

360 ONE Advisory partners with business owners who are past the early stages and into the territory where decisions start to compound. Structure decisions. Tax decisions. People decisions. Growth decisions. The kind that quietly shape the next decade.

We sit alongside you for those decisions. With the technical expertise to model the options, the strategic thinking to weigh them, and the long view to make sure today’s call still works five years from now.

Established 2007
Xero Platinum Partners
Bacchus Marsh Based
Clients Australia Wide
OUR ADVISORY SERVICES

Everything your business needs, from Melbourne’s expert advisors

Early stage innovation companies offer investors generous tax incentives, and qualifying brings real advantages. We assess your eligibility as an Early Stage Innovation Company and guide you through the requirements, positioning your business to attract investment and reward early backers.
Strong financial systems give you accurate data and time back in your day. We review how your finance and accounting processes flow, then design refinements that make each month more streamlined than the last.
Structured well, salary sacrifice builds wealth and improves tax outcomes for you and your team. We advise on arrangements that suit your circumstances, from superannuation to vehicles and equipment, so every dollar is working as efficiently as possible.
Strong internal processes free your time and sharpen your decisions. In a focused workshop, we map how your business runs day to day and identify the incremental improvements that compound into smoother operations and better outcomes.
Tailored strategic planning aligned to your goals, your stage and your vision for growth. Clear quarterly priorities, sustained year round momentum. Couple this wih proactive tax planning aiming to keep more of what you earn working towards your goals. We partner with you throughout the year to shape your tax strategy, making measured adjustments that compound into a stronger position each financial year.
Small business rollover relief allows you to defer or reduce capital gains when restructuring or selling. We identify where these concessions apply to your situation and build them into your planning, so the value you have created stays working for you.
The right business structure shapes everything that follows, from your tax position to asset protection. We partner with you to establish the structure that suits where your business is now and where it is heading, setting strong foundations from day one. This includes clear roadmaps for scaling, expanding or preparing your business for its next chapter. Whether that is a major hire, a new location, an acquisition or an exit.
Proactive cashflow modelling that helps you plan for peaks and troughs, make investment decisions with confidence, and stay ahead of what is coming. Clear cashflow gives you the ability to steer your business with intention. We can build practical cashflow forecasts and budgets with you, turning your numbers into a forward plan you can act on.
Numbers become powerful when they guide your next move. We deliver management reporting that tracks performance against your goals and translates your financial data into clear, strategic decisions. What you measure, you can improve. We can build a KPI dashboard tailored to your business, giving you a live view of the metrics that matter most and the clarity to make confident, timely decisions.
Understanding what your business is worth gives you a foundation for growth, succession and investment decisions. We prepare considered business valuations grounded in your numbers and your market, giving you clarity on your true position. Additionally, when selling a small business, a Section 52 statement gives buyers a clear and accurate view of its financial position. We prepare your Section 52 vendor statement with precision, supporting a smooth and transparent sale. In Victoria these are mandatory, if you are unsure if you should be preparing a Section 52 get in touch.
Buying or selling a business is one of the most significant moves you will make. We guide you through due diligence and buy and sell negotiations, giving you a clear view of the numbers and the confidence to act on the right terms. Our team can provide 360° support for acquisitions and major transactions, from financial review and risk assessment through to negotiation and integration.
Innovation deserves to be rewarded. We can help you access the Research and Development (R&D) Tax Incentive, identifying eligible activities and preparing your claim so your investment in new ideas delivers a tangible return.
Every sale, transfer or restructure carries capital gains tax consequences worth planning for in advance. We work through the available concessions and exemptions with you, planning each move so your capital gains position is shaped before you act. 360 ONE can provide Capital Gains Tax (CGT) advice for an asset purchase or disposal, factoring in your unique situation.
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MELBOURNES BEST ADVISORS

Are you a business owner ready to think beyond the basics?

360 ONE Advisory provides tangible value for owners who have moved past the start up stage and into the phase where financial complexity starts to compound. There is staff to consider, multiple revenue streams to manage, and decisions arriving that have real consequences.

If any of the following sound familiar, a conversation is worth having:

  • You hear from your current accountant once a year, at tax time
  • You suspect your structure is no longer right for where the business is heading
  • You are making big calls without the modelling to back them up
  • You want a thinking partner for the decisions that matter
OUR APPROACH

How our advisors apply the 1% way

Every advisory relationship is built on the 1% Way. Steady, intentional improvement applied across the right areas, sustained over time.

MELBOURNE BASED ADVISORS

Why our clients come back, year after year

BEYOND ADVISORY

Advisory that connects how it should

Advisory is just one of our connected divisions at 360 ONE. Your advisory work is fully integrated with the team handling your accounting, your wealth, your books and your succession planning. One team, one plan, one complete view.

The technical foundations behind every strategic decision.

  • Company tax preparation
  • Quarterly BAS lodgement
  • Tax position reviews
  • Management reporting
  • ATO audit support

Building personal wealth alongside business growth.

  • Wealth accumulation strategy
  • Tax effective investing
  • Investment structuring
  • Self managed super
  • Retirement planning

Planning the exit while you are still building.

  • Business succession
  • Asset protection
  • Exit structuring
  • Shareholder agreements
  • Business valuation

The clean data behind every confident business call.

  • Xero implementation
  • Monthly bookkeeping
  • Payroll processing
  • Accounts management
  • BAS preparation