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Utilising superannuation funds to facilitate succession and exit paper

Published on 22 Oct 13 by QUEENSLAND DIVISION, THE TAX INSTITUTE

The sale value of a business may not be enough to fund retirement. Intelligent use of superannuation can create wealth independent of the business in making the most of a business’ cashflow and ongoing needs throughout its lifecycle and on sale. This paper covers:

  • pre-funding retirement through super
  • acquiring & managing business assets
  • funding, including contribution strategies & super gearing
  • accepting the small business proceeds rollover
  • role of super to support buy-sells, cross insurances, etc.

Author profiles

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2022 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 20 January 2022
Click here to expand/collapse more articles by Neal DALLAS.
Clifford Hughes CTA
Photo of author, Clifford HUGHES Clifford is Special Counsel at McInnes Wilson. - Current at 22 October 2013
Click here to expand/collapse more articles by Clifford HUGHES.

 

This was presented at Expanding Private Business Day 4: Exit Strategies .

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