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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

Clifford Hughes CTA
Photo of author, Clifford HUGHES Clifford is Special Counsel at McInnes Wilson. - Current at 09 August 2017
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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 has advised corporate, industry and self-managed funds and their employers across a range of superannuation related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups, and trustee training. - Current at 12 April 2017
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This was presented at Expanding Private Business Day 4: Exit Strategies .

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