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Selling Your Business or Farm: Smart Tax & Investment Strategies
Thinking about selling your business or farm? Before you make the leap, make sure you’re not walking away from opportunities or walking into avoidable mistakes.
Rob and Amy break down what you need to know before selling a business, farm, or any major asset. They dive into why tax planning should start up to two years out, how family trusts can help manage income distribution, and the importance of structuring assets to support long-term retirement strategies.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
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By Consortium Private WealthThinking about selling your business or farm? Before you make the leap, make sure you’re not walking away from opportunities or walking into avoidable mistakes.
Rob and Amy break down what you need to know before selling a business, farm, or any major asset. They dive into why tax planning should start up to two years out, how family trusts can help manage income distribution, and the importance of structuring assets to support long-term retirement strategies.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.