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  Estate planning Succession Superannuation

Utilising superannuation funds to facilitate succession and exit

Source: QLD

Published Date: 22 Oct 2013

 

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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(s)

Individual Session

Utilising superannuation funds to facilitate succession and exit

Author(s): Clifford Hughes CTA , Neal Dallas CTA
Materials from this session:

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Estate planning Succession Superannuation 2013

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