How much will I need to retire?
Work out a yearly and weekly spending figure, and roughly what that means as a lump sum.
Sound familiar?
- Building wealth outside the business
- Getting super and SMSF strategy right alongside the business
- Planning for succession, a sale or stepping back
- Protecting your income and family if you can’t work
Start here
How we help
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15-minute call
A short chat about where you are and whether we can help
Cost: [PLACEHOLDER: confirm the 15-minute call is free]
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Advice for business owners
Advice on super, SMSF, investments and succession, coordinated with our accountants
Cost: [PLACEHOLDER: advice fee range]
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Accounting and business advisory
Tax, structuring and business advice from Cornerstone Partners
Advice that often helps
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SMSF strategies and advice
More control and flexibility, with more responsibility.
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Wealth protection
Protecting your family, income and lifestyle.
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Estate planning and wealth transfer
Making sure what you’ve built carries on as you intend.
A client scenario
Illustrative example only. Names and details are made up and this is not a guarantee of any outcome.
Sam and Priya, 55 and 53
- The situation
- They run a family business and want to step back within ten years.
- What we looked at
- We looked at building super outside the business, their SMSF, succession options and, with their accountant, the tax side of a future sale.
- The outcome
- They have a plan for building wealth outside the business and a timeline for stepping back.
Related reading
Not sure where to start?
A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.