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Taking Care of Your Business

Advice for your business

Business owners seek our help for a variety of reasons. It may be related to cashflow or it could be that they are looking for ways to protect and grow business.

It could be that you would like your SMSF to own the property that your business operates in so that your business can free up some working capital. Perhaps you are looking at ways to ensure that the lifeline of your business (cashflow) is covered and want to explore business overhead or key person insurance. It might be that you need a comprehensive succession plan so that a buy/sell agreement is in place in the event one owner dies, forced to leave the business or chooses to leave.

Whatever the reason we have the right team around us to support your business. We work with some of the most innovative people in the industry and can put together a solution to help your business thrive.

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OR CALL 02 9888 4764

Just some of the solutions we provide

Business property inside SMSF

Business property inside SMSF

Asset is held in a potentially more tax-effective structure and can free up working capital.
Business Overhead Insurance

Business Overhead Insurance

Helps protect your livelihood by giving your business cashflow to take care of the day to day expenses so you can focus on recovering.
Key Person Insurance

Key Person Insurance

Provides a monthly benefit to your business to cover the income your key person would have generated just in case they become sick or injured and unable to work.
Buy/Sell Agreements

Buy/Sell Agreements

Sets out the terms of transfer of ownership should one of the business owners die, becomes incapacitated or trigger a specific event.
Tom

Tom

Bill

Bill

For example, say Tom and Bill own a medical practice worth $2 million dollars. Imagine that Tom passes away suddenly leaving his shares to his wife Sarah who is a stay at home mum with two kids at private school. If Bill cannot raise the money to buy Sarah’s share of the business, then she is left running a business that she may not have any experience in or any time for.

A well-structured plan would avoid this unfortunate situation leaving both parties happy with the eventual outcome.

No matter how big or small your business, you will at some point face some difficult challenges and the key to success is having a great team around you

Contact Us

PHONE | 02 9888 4764
Level 11, 90 Arthur Street
North Sydney, NSW 2060
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Private Wealth Partners Group Pty Ltd trading as Private Wealth Partners ABN 70 608 839 032 Australian Financial Services Licence (AFSL) 484737 Disclaimer: This website is designed for general information purposes only and does not constitute personal financial advice. All statements made on this website are made in good faith and we believe they are accurate and reliable. PWPG does not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. PWPG, their directors, employees and their representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.