Your Success Lab

Are you a small business owner concerned about how the proposed Federal Budget changes could impact your business, investments, or future exit plans?

This week's budget has business owners, investors, and family groups firmly in frame.

The 50% CGT discount. Discretionary trust distributions. Both flagged for change. Both fundamental to how Australian SMEs build wealth, protect assets, and plan exits.

Under current rules, many business sales effectively attract tax on just 25% of the gain. Under what's proposed, that figure doubles.

My advice: stop complaining and get your house in order.

The questions to be asking right now are structural.

Are your trusts still fit for purpose?
Do you genuinely qualify for the small business CGT concessions?
What happens if you sell in the next three to five years?
Should you restructure while you still can?

Whether the legislation passes in its current form or not, the direction of travel is clear. The business owners who plan early keep their options open.

Watch the breakdown.

Contact us to discuss your circumstances.

Are you a farmer concerned about how the proposed Federal Budget changes could impact your business?

There’s been a lot of discussion around the proposed tax and CGT changes, particularly for farming families, but not all of the detail is being fully understood.

I break down some of the key considerations around land ownership, succession planning, family trusts, and future farm exits, along with why many farming businesses may not qualify for existing small business CGT concessions as land values continue to rise.

More importantly, I outline the conversations farming families should be having now to prepare for the future, before decisions are made for them.

Planning early matters. Structure matters. Clarity matters.

Watch the video below.

Contact us to discuss your circumstances.

𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗕𝗲𝗮𝘁𝘀 𝗛𝘂𝘀𝘁𝗹𝗲, 𝗘𝘃𝗲𝗿𝘆 𝘁𝗶𝗺𝗲.

Hard work alone won’t build a great business.

You can hustle every day…
But without clear direction, effort gets scattered.

Strategy brings focus.

It aligns your team, your resources and your decisions toward a clear outcome.

We help hundreds of business owners build strategies to grow their business.

Take the first step. Request a 45-min business strategy session:

https://exzpodwkabr.typeform.com/to/b9nlcmNX?typeform-source=yoursuccesslab.com.au

Kirsty Chapman-Smith didn't need another accountant.

Discount Party Supplies was growing, seriously growing, and what that growth demanded was advisors who understood the business, not just the books.

Andrew Mattner and Daniel Lalic delivered exactly that. Restructuring. Commercial property. Multi-million dollar expansion. Business acquisitions. Your Success Lab was in the room for all of it — and there for the hard moments too, not just the wins.

That's what the right advisory relationship looks like.

▶️ Watch Kirsty's story.

If her experience resonates, request a 45-min business strategy session:

https://exzpodwkabr.typeform.com/to/b9nlcmNX?typeform-source=yoursuccesslab.com.au

Over the past three years, the business owners we've partnered with have moved their numbers in ways most never thought possible.

92% increased revenue.
50% doubled their annual profit.
25% grew profits by over 500%.
Average revenue increased by 101%.

These are ambitious operators who committed to a plan and did the work.

If you're ready to see what your business can do, request a 45-min business strategy session:

https://exzpodwkabr.typeform.com/to/b9nlcmNX?typeform-source=yoursuccesslab.com.au

Are you reacting to problems in your business as they arrive, with no clear plan for what's next?

Andre Smith from D & S Smith Haulage runs quarterly sessions with Your Success Lab built around: What did we do right? What could we have done better? Where are we going next?

Budgeting. Forecasting. Reviewing the last 90 days. The wins, the setbacks, and the decisions that shape what comes next.

▶️ Hear Andre's experience.

If you're a new business director or about to become one, request a 45-min business strategy session:

https://exzpodwkabr.typeform.com/to/b9nlcmNX?typeform-source=yoursuccesslab.com.au

Do you have a team but feel like everything still falls on you?

Andre Smith stepped into the role of Managing Director of a third-generation family business and had to figure it out fast. Monthly mentoring with Andrew Mattner gave him the accountability and clarity to lead with confidence, and finally get the best from his team.

▶️ Watch Andre's story.

New or experienced, if leadership feels harder than it should, request a 45-min business strategy session:

https://exzpodwkabr.typeform.com/to/b9nlcmNX?typeform-source=yoursuccesslab.com.au

Are you burnt out running your business? Are you sacrificing time with your family because your business can't run without you?

Andre Smith from & S Smith Haulage Pty Ltd was. Partnering with Your Success Lab helped him break the cycle, streamlining operations, reducing his reliance on being everywhere at once, and reclaiming time for the people who matter most.

Key outcomes:
✅ Streamlined and efficient business operations
✅ Reduced dependency on business owners
✅ Healthier work-life balance
✅ More time for family, friends, and community

▶️ Hear more about Andre's journey.

If this sounds like you, the Business Accelerator Planning Workshop is your next step. We'll help you tackle these challenges and build the strategic framework for sustainable growth.

Limited seats. 16 & 18 June 2026. Early bird discount available. Save 25% for a limited time.

Register now 🔗 https://www.yoursuccesslab.com.au/business-accelerator-workshop

"That one meeting was enough to secure the deal."

Six years ago, James Chapman-Smith from Discount Party Supplies walked into a meeting with Your Success Lab. He walked out a client. He's been one ever since.

In that time, Andrew Mattner has worked alongside James through restructuring, growth, the hard years, personal finance, and the milestones worth celebrating. The full picture of what running a business actually looks like.

That's six years of trust built one conversation at a time.

▶️ Watch James's story.

If you're a business owner still waiting for that meeting, the one that actually changes things, the Business Accelerator Planning Workshop is it. Andrew works through the real challenges: the structural questions, the growth decisions, the moments where the right advice makes all the difference.

Limited seats. 16 & 18 June 2026.

Early Bird tickets available. Save 25% for a limited time.

Register now: www.yoursuccesslab.com.au/business-accelerator-payment-form