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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

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenu e 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 23 February 2021
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Clifford Hughes CTA
Photo of author, Clifford HUGHES Clifford is Special Counsel at McInnes Wilson. - Current at 22 October 2013
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This was presented at Expanding Private Business Day 4: Exit Strategies .

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