Retirement + Succession Planning
Retirement and succession planning is more than ensuring your will is up to date and having a plan in place on who to distribute your assets to.
We can help you formulate strategies around:
- How and when you may want to sell your business
- The best person to act on your behalf should you become ill or incapacitated
- Issues that can arise when you are in partnership with non-related third parties and something happens to you
- Transferring management of your business and/or ownership
- Family member involvement/ownership of your business
- Centrelink planning
- Liaise with your legal advisor in drafting or reviewing wills, power of attorney and superannuation death benefit nominations
(07) 4968 0500 F: (07) 4968 0555