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.
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
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