Financial Foundations Masterclass
Master company formation, tax optimization, and business structuring through hands-on learning with Australia's leading financial experts. Next cohort starts September 2025.
Reserve Your SpotReal Business. Real Results.
Forget theoretical lectures and outdated case studies. Our program puts you directly into real company formation scenarios from day one. You'll work with actual incorporation documents, navigate genuine compliance requirements, and solve problems that businesses face every week.
- Live company formation workshops with real documentation
- Direct mentorship from practicing financial advisors
- Hands-on tax structuring exercises using current legislation
- Small cohorts of 12-15 participants maximum
- Weekly problem-solving sessions with industry cases
Your Learning Journey
Eight months of intensive, practical training designed around real business needs and current market conditions.
Foundation & Legal Framework
Start with Australian corporate law fundamentals, business structure comparisons, and regulatory requirements. We'll walk through actual ASIC filings and examine real formation documents from successful businesses. By the end, you'll understand every checkbox on an incorporation form and why it matters.
Tax Strategy & Optimization
Dive deep into tax planning strategies that actually work in practice. Work with current ATO guidelines, explore trust structures, and analyze real scenarios where proper planning saved businesses thousands. Guest sessions with tax practitioners who handle complex formations daily.
Advanced Structuring & Compliance
Master complex business structures, international considerations, and ongoing compliance requirements. Work through challenging scenarios involving multiple entities, foreign ownership, and regulatory changes. Practice with software and systems that professionals use daily.
Capstone Projects & Professional Practice
Complete comprehensive formation projects for mock clients with real business needs. Present to practicing professionals for feedback. Build a portfolio of work that demonstrates your practical skills and understanding of complex business formation scenarios.
Learn from Practitioners, Not Just Professors
Every instructor currently works in business formation or corporate advisory. They bring fresh perspectives from real client situations, recent legislative changes, and current market conditions. When Zendara mentions a case study, it happened last month. When Lysander explains a regulatory requirement, he helped a client navigate it last week.
Our small cohort approach means you'll get direct access to these experts. Ask questions about specific situations you're curious about. Get feedback on your approach to complex problems. Build professional relationships that extend well beyond the program.
Zendara Pellegrino
Corporate Advisory Partner
Lysander Koss
Tax Strategy Specialist
Thessaly Morrison
Compliance Director
Revel Chen
Formation Consultant