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Utilising superannuation funds to facilitate succession and exit presentation

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 presentation 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 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 07 April 2015 Click here to expand/collapse more articles by Neal DALLAS.
 
Author Photo - Clifford Hughes CTA
Clifford Hughes CTA
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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