Camp Hill · Browns Plains · Beenleigh · Southport
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SERVICES

SMSF & Business Succession.

For owners with property, practice premises, or business interests, an SMSF can do more than hold super, and a succession plan can be the difference between keeping wealth in the family and giving most of it to the tax office.

What's included

  • Self-managed super fund setup and ongoing administration
  • Commercial property and practice premises held inside super
  • Limited Recourse Borrowing Arrangement (LRBA) structuring
  • Contribution strategy and concessional cap management
  • Pension phase planning and transition-to-retirement strategies
  • Business succession planning for healthcare practices and businesses
  • Estate planning coordination with your solicitor and financial planner

Who it suits

Healthcare practice owners and business owners with established assets, premises, or business interests they want to hold inside super, transition to family, or sell in a structured way.

This typically includes mid-to-late career specialists, established practice owners, business owners with commercial property, and family-owned businesses planning generational transfer or sale over the next five to ten years.

Related services

— 01

Wealth & Property

Investment structuring, debt recycling, portfolio modelling, and lending coordinated with our sister finance company.
Learn more →
— 02

Business Advisory

Trust and company structuring, asset protection, Division 7A, succession, and CFO-level advisory for growing businesses.
Learn more →
— 03

Medical Practice Advisory

Clinic structuring, contractor models, payroll tax exposure, Medicare optimisation, and practice acquisition or sale.
Learn more →
Let’s talk

Plan the transition. Keep what you have built.

Book a Discovery Meeting