Succession Planning
A succession plan is a must for any business ownerA Succession Plan Should Include:
- Continuity of family ownership of assets
- Maximisation of retirement income
- Provide a retirement income or pension for retirees
- Assist beneficiaries with financing options if required
- Tax effective result on sale or transfer of assets
- Review of appropriate insurance coverage
- Provide financial security and peace of mind
- Clarify and document the desires of all associated parties who may have conflicting opinions
- Reduce conflict and contesting of wills after death
Don’t be caught short – but don’t worry it’s never too late to start planning for tomorrow. Ensure your retirement dreams become a reality by developing a succession plan to enrich the quality of your retirement.
Succession planning is a prerequisite for anyone who owns and operates a family business or has money in superannuation. The right type of planning will ensure a smooth transition when a business is sold, upon retirement or upon death.
Ideally, a succession plan would be implemented over a five year period and be designed to encompass the desires of all associated parties for a successful outcome. Of paramount consideration is any possible financial burden on the next generation.
Some Of Our Accounting Services
Business & Company Tax Returns
Self Managed Super Funds (SMSFs)
Accounting & Tax Compliance
Business Planning, Advice & Management
Strategic Planning, Cash Flow & Budgeting
Tax Planning
Accounting & Taxation Risk Management
Asset Protection & Financial Accounting
Refinancing & Restructure
Corporate File Management
Succession Planning
Flexible
We understand that in this business a flexible approach is mandatory. We look to provide a customised and flexible service that will evolve along our journey with you.
Objectives
Objectives are set for each client through initial and ongoing consultations. These clearly defined objectives are actioned, regularly reviewed and reported on.
Communication
Communication is not just a word to Rubiix. Our daily routine ensures that we will regularly consult with and understand your requirements.
Service
We will offer the highest standard of advice and expertise at all times. We will not take short cuts, nor lower our standards, for the sake of price.
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