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Business Owners

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As fellow business owners, and experts in Financial Planning, we are well placed to help you understand the connection between your business and personal financial planning. We know that business owners have a million things on their plate and we can assist by:
 

  • Helping to determine the amount of salary you need to draw from the business to meet the objectives of your ideal life. 
     

  • Work alongside your accountant to analyse business performance and areas for improvement.
     

  • Ensuring your business is set up and run in a manner that minimises risks and maximises your potential. 
     

  • Optimising the success of your business through investment, diversification, tax planning, structuring and much more. 

Business Owners need a Financial Planner!
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Business Owners need a Financial Planner!

We can help calculate the amount you need to draw from your business to live your ideal life! This can be highly motivating and provide you with greater clarity!
Business Partners: You need insurance!
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Business Partners: You need insurance!

A buy/sell agreement protects you, your family and the business!
Small Business CGT Concessions
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Small Business CGT Concessions

Business Owners, are you aware of the rules around Capital Gains Tax when you go to sell your business? We can help minimise tax, maximise your super and invest to help reach your goals! General advice.
Business Owners How to plan your Exit / Sale
02:07

Business Owners How to plan your Exit / Sale

Are you a business owner looking to sell or exit your business in the short to medium term? Here are 5 crucial considerations! General advice.
The Wealth Structures that Affluent Aussies often use
05:43

The Wealth Structures that Affluent Aussies often use

Are you on your way or already an Affluent Aussie? Find out what structures you should consider. General advice only. For personalised advice, you can book in an initial free chat at www.sourcewealth.com.au
Financial Planning for Business Owners
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Financial Planning for Business Owners

Business owners have the advantage of being able to reach all of their goals, providing their business performance is good enough! It is also important to: * Remove key person risk * Ensure you contribute to your superannuation (even though sometimes not legally required to) * Consider buy/sell insurance for business partners * Know your small business CGT exemptions when selling * Consider whether you should own your own business premises via a SMSF To book your obligation free consultation visit https://www.sourcewealth.com.au/
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©2023 by Source Wealth Pty Ltd. 

Authorised representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735

Australian Financial Services License 229 892

Financial Services Guide

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice.  We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the our website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. 

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