Succession planning for business
For many business owners, the objective is to pass a profitable and successful business through to the next generation, but this is not something that simply happens and the planning you undertake for a business sale should be similar to transferring a business within the family group. If you are a business owner, you may […]
Estate Planning Through Superannuation
An old presentation that has relevance today, a presentation given to the Taxation Institute by Craig Dangar. This presentation covers: taxation treatment of superannuation upon death beyond superannuation – what next? strategies available death benefit nominations and rules how iron-clad are they? what needs to be done to set one up?
Superannuation and death – recent decision
Recent Case You may have seen in the news last year that an Australian father who was in the Defence Force unexpectedly passed away, leaving behind two young daughters. The father had a relatively new girlfriend at the time of his death and signed a statutory declaration in 2014 stating that his girlfriend was his […]
C&D Estate Planning Solutions
Working closely with our associated solicitors we offer a comprehensive tax based estate planning solution for professional firms. We pride ourselves on advanced advice which aligns with the overall needs of your clients. The estate planning solution looks at the ultimate tax outcome, focusing on the longevity of a tax structure and assuring this aligns […]
The Basics of Estate Planning
What is estate planning? Estate planning involves developing a plan to deal with your assets after you die which covers taxation, division of assets, control and family businesses and asset protection. What is estate? Estate can include anything from your car, home, bank accounts, investments, personal possessions and other things such as businesses, life insurance […]
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Welcome to C&D Advisory
We are proud to invite you to C&D Restructure.
What’s involved in a restructure?
Our first meeting You have either found us through our website or from one of our partners and are probably wondering what is involved in a restructure? If we have chatted with you prior to a meeting, we will have asked a few questions to understand your business and what you issues your business is […]
Cross collaterisation
You’re planning to sell an asset and your lender has advised you that they have an interest in the proceeds and will be taking a portion or all of the proceeds? Cross collateralisation is where your lender has security over unrelated assets to the business or other property and are enforcing their rights to collect […]
Assigning a lease
You’ve sold your business and as part of the sale the lease has been assigned to the new buyer, what does this mean for you in the future? Do you have a personal guarantee under the lease? One of the biggest risks under the assignment is that your personal guarantee continues and you would be […]
