Business Owners

For a lot of people, their business is not only a good investment, but it often is their super fund. Knowing how to harness the value in your business and structure it appropriately may be vital in how you can access most of the value for yourself and your family. How to structure a business and use things like Self Managed Super Funds (SMSFs) to capture and develop and independent source of wealth is a common feature of businesses. We are specialists in SMSF’s and have experience in the various ways in which business owners can make the most of tax benefits when making contributions as well as when selling in the lead up to retirement.

More information specific to your superfund

We have experience of thousands in dealing with the following:

  • Maximising contributions
  • Maximising employer benefits
  • Some broad strategies we can employ if you work with us
  • Benefit options (pension/lump sums)
  • Redundancy
  • Invalidity
  • and more

Please submit the following form so we can send you a link to access information specific to your fund. You will also get exclusive access to our articles, newsletter, videos and more. 

More Info