Tregloans provide a complete business advisory service. We work with our clients to achieve the best outcome possible. We are here to assist.

Financial Projections

Tregloans can help you to measure your performance against established targets to create a more comprehensive budget strategy. Setting clear financial objectives is key to business planning, and often an essential requirement for securing business funding. Tregloans can develop the right budget for your ongoing operational needs and also meet funding institution requirements.

Business Health Checks

Want to see what the future holds for your business? Tregloans can show you the impact of changes to your operations before you make them. You’ll understand the key drivers of cash flow and see the financial implications of each business decision to help develop forward projections. We can show you the differences between certain strategies and the implications for your bottom line before you commit.

Cashflow Forecasting

Tregloans’ cashflow forecasting service provides the satisfaction of knowing that your employees, creditors, financiers and statutory obligations are properly balanced. Our cashflow forecasting reports also allow you to identify when cash is available so that you can plan and prepare for all of your key expenses.

Commercial & Residential Property Investments

To reap the greatest benefit, property investments require careful consideration and structuring. Tregloans can provide:

  • Assistance with property acquisition, including funding
  • Advice for tax-effective ownership arrangements
  • Reviews of lease agreements
  • Reviews to maximise returns
  • Financial forecast reports



When you’re confronted with so many financing options for your business, you want to make the best decision. Talk to us about how you can benefit from Tregloans’ extensive experience in managing business and personal goals to structure debt more efficiently and maximise tax advantages.

Salary Packaging & Payroll Advice

Ensuring you comply with statutory and record keeping requirements while correctly remunerating staff can be complicated. Tregloans understands all areas of payroll, including any questions you may have in relation to salary packaging. For instance, effective salary packaging using systems such as novated leases can actually increase take home pay without increasing business costs.

Structuring Advice

Applying the most appropriate and effective legal structure to govern the ownership and operation of your business requires special consideration across a range of issues and potential implications. Taxation legislation is constantly evolving and influencing business ownership. Reviewing the structure under which your business operates is a key factor in how successfully you will meet your business needs, both now and in the future.

Trust Establishment

We can show you how to protect your family assets and also pass them on to future generations. Tregloans offers professional assistance with:

  • Advising on the appropriateness of using a trust
  • The preparation and execution of all documentation to form a trust
  • Handling all aspects of Trust reporting and administration
  • Preparing annual accounts and handling taxation issues
  • Asset management and income distribution
  • Investment monitoring
Luciana Larkin
Luciana Larkin