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Financial clarity in times of change. Partnering with accountants for equitable financial separations

Financial clarity in times of change. Partnering with accountants for equitable financial separations

How we support Accountants & their clients

We collaborate with accounting professionals that need our specialised financial separation services to augment their existing service to the client. Div-ide values the trusted relationship accountants have with their clients, especially during the intricacies of financial separation.

Commonly we work with accountants who care about their clients to identify and quantify all assets and to work on tax effective outcomes that benefit both parties. The clients who are separating may have operating companies or investment trusts that need to be taken into consideration as part of the separation.

The value for money provided by Div-ide and our pragmatic approach to financial separation means your clients are in safe hands.

Accountants are free to recommend Div-ide to their clients once they are aware of their separation and the clients are inquiring about how to proceed with the financial settlement.

Example

Lisa owns an accounting firm and has a client (Will and Cathy) who have recently separated. Will and Cathy own a successful business together which Lisa has worked with them to build over many years. Will and Cathy own their family home, an investment property and also have a self-managed super fund. All parties agree that the best way to preserve financial value is to ensure that the business doesn’t suffer, and for Will and Cathy to remain amicable through the difficult separation process. Will and Cathy have asked Lisa to assist them through this process, and Lisa is reluctant to recommend family lawyers as this should be a fairly straightforward process and she doesn’t want to overcomplicate things unnecessarily. Lisa recommends they contact Div-ide Financial Separation Specialists to manage this process, and Lisa works with the Div-ide team to provide the required information and work through the tax consequences of what Will and Cathy decide to do to ensure that what has been agreed is fair from a tax perspective.

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