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Utilising superannuation funds to facilitate succession and exit paper


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:

Author Photo - Clifford HUGHES
Clifford HUGHES
Clifford Hughes FTIA works for Clifford Hughes & Associates. Clifford specialises in providing revenue, structuring and succession advice to high wealth individuals and small to medium enterprises. He acts as a specialist consultant to legal and accounting practices in QLD, NSW & Victoria on these issues, including advice in respect of CGT, GST, demergers, stamp duty and international trust structures.
Current at 14 August 2008
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Neal Dallas FTIA, is a Special Counsel in the Business & Revenue group of McCullough Robertson. He has extensive experience in taxation, business structuring and estate planning. He advises trustees of various types of trust on taxation, structuring and succession issues. Neal advises on the establishment and acquisition of business and investment entities and on business taxation issues. He also advises the superannuation industry, including corporate, industry and self-managed superannuation fund trustees. Apart from advising business entities, Neal also advises many individuals on estate planning, succession planning, family trust arrangements, life insurance issues and asset protection.
Current at 19 February 2009 Current at 14 January 2013 Click here to expand/collapse more articles by Neal DALLAS.


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

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