Business owners approaching retirement
This is a specific group of clients that have worked very hard to build up most of their wealth within their own business. They often have little or no understanding of superannuation as a very tax effective structure for housing retirement assets.
Nearing retirement or business sale, these clients often seek advice in conjunction with their accountant to navigate the small business CGT rules in order to maximise assets within superannuation and minimise tax. This often happens almost immediately prior to a business sale when it may be too late to take advantage of these concessions. Planning for a business sale years prior is often where the most value can be added to a client's situation.
As a result of their input and control in running their own business, these clients often seek a firm that that will allow them to have significant input into the type and manner in which their investments are handled.
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