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Business Succession

To make sure it’s built to last. What would happen to your business revenue if you lost a key person? Could your business continue upon the loss or illness of a business owner? Some of our Features. This is where your latest Features custom posts will show up. You can change this text in the options. View all our Features. Could you afford to take several months off work without pay? If you are self-employed, could your business survive if you weren't around? Pure in the Community. CFSA do an amazing job...

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Business Succession | puresuccession.com.au Reviews

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To make sure it’s built to last. What would happen to your business revenue if you lost a key person? Could your business continue upon the loss or illness of a business owner? Some of our Features. This is where your latest Features custom posts will show up. You can change this text in the options. View all our Features. Could you afford to take several months off work without pay? If you are self-employed, could your business survive if you weren't around? Pure in the Community. CFSA do an amazing job...

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1 business succession

2 navigation

3 the process

4 services

5 business planning

6 asset protection

7 revenue protection

8 ownership protection

9 resources

10 objectives document

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Business Succession | puresuccession.com.au Reviews

https://puresuccession.com.au

To make sure it’s built to last. What would happen to your business revenue if you lost a key person? Could your business continue upon the loss or illness of a business owner? Some of our Features. This is where your latest Features custom posts will show up. You can change this text in the options. View all our Features. Could you afford to take several months off work without pay? If you are self-employed, could your business survive if you weren't around? Pure in the Community. CFSA do an amazing job...

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puresuccession.com.au

1

Example 2 | Business Succession

http://www.puresuccession.com.au/80-2

With insurance and succession planning:. Melissa, Chris and Philip run a successful company and have a detailed insurance plan in place. If Melissa dies, a business insurance program could:. Pay $1million to Melissa’s estate for her equity in the business. Ensure the transfer of Melissa’s equity to Chris and Philip. Pay $500,000 to Melissa’s estate to close the director’s loan account. Pay $1 million to the business to replace revenue generated by Melissa and repay her share of the business’ bank debt.

2

Protect your legacy for children who can’t protect themselves. | Business Succession

http://www.puresuccession.com.au/2014/09/02/protect-your-legacy-for-children-who-cant-protect-themselves

September 2, 2014. Protect your legacy for children who can’t protect themselves. Do you have children who are vulnerable due to their age, health, depression or addition? Do you worry about their financial future if you were not here? There are solutions to this common concern. We can help by clearly understanding your wishes, and ensuring your estate is adequately funded. As well as working with a specialists lawyer to ensure you have the right legal documents in place. Suite 5, 154 Fullarton road.

3

Insurance in super for business owners | Business Succession

http://www.puresuccession.com.au/2014/09/02/insurance-in-super-for-business-owners

September 2, 2014. Insurance in super for business owners. It makes super sense. It can take years to build up a business. But all the hard work can be undone very quickly if you can’t work. Well, the good news is you can take the stress of worrying about what may, or may not, happen by taking out insurance in super. A super way to insure. This recent tax change has removed a significant disincentive for holding larger life insurance policies within the superannuation system. Insurance for Buy Sell agree...

4

The Process | Business Succession

http://www.puresuccession.com.au/the-process

Clarify your succession objectives. Understand why succession planning is important;. Understand your business succession objectives;. Understand the impact of your business succession objectives on your personal lifestyle;. Document your business succession objectives;. Identify key people in your business and the financial impact they have on the business. Discuss and confirm business structures, accounts and existing business valuations with your accountant;. Identify any existing legal agreements;.

5

Why Contact Pure? | Business Succession

http://www.puresuccession.com.au/about-us

Do you own your own business or are you in partnership with others? The reality is that one day you will no longer work in your business, this may be due to retirement, ill health, or death. Whatever the reason, you need to plan for it to ensure that the business, you, and your family are well placed to make the transition as smooth as possible leaving the business in a position to continue successfully. If you or a business partner were unable to work:. What would happen with the business? To provide yo...

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purefm.com.au

SMSF | Pure Financial Management

http://www.purefm.com.au/category/news/smsf

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. RSS feed for this section. February 19, 2014. Watch this video to find out more about the recent changes to the rules for SMSF that may effect you. Continue Reading →. November 20, 2013. SMSF property: 5 must know rules. Owning a property in your Self Managed Super Fund (SMSF) can be both rewarding and challenging, writes Peter Hogan, MLC National Manager, SMSF Advice. Continue Reading →.

purefm.com.au

Superannuation | Pure Financial Management

http://www.purefm.com.au/category/news/superannuation

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. RSS feed for this section. September 20, 2013. Minimum super pension income increase. As a retiree receiving an income from your superannuation pension investment, you may have noticed that your pension income recently increased. We explain the reasons why and what your options are if you don’t want/need the increase. Continue Reading →. September 18, 2013. Super or the mortgage? Continue Reading →.

purefm.com.au

Testimonials | Pure Financial Management

http://www.purefm.com.au/testimonials

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. Carl Wilkin – MLC State Manager. Congratulations on winning the 2010 Award for “Building Trust in Advice” in South Australia at the Advice Solutions Excellence Awards last night. Your contribution to clients, peers, the licensee and the greater community was without peer in 2010. Congratulations on behalf of everyone in MLC Advice Solutions. Congratulations on winning the 2007 Peer Award! Unlike many o...

purefm.com.au

Retirement Planning and Preparation | Pure Financial Management

http://www.purefm.com.au/retirement-planning-and-preparation

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. Retirement Planning and Preparation. A key goal for anyone is to be able to retire in style and the key to making sure you have an enjoyable retirement is to take time to plan ahead. Retirement planning can assist you to plan and manage your financial situation for your retirement, so you can maintain a regular income, enjoy life and retire with confidence. A sound retirement plan can help you:. Editio...

purefm.com.au

Financial Management | Pure Financial Management

http://www.purefm.com.au/financial-management

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. Our vision is to guide and look after our clients. We do not want to be the biggest firm, we pride ourselves on our honesty, integrity and having the ability and time to spend working closely with our clients and knowing their situation intimately. To provide you with a complete financial solution, by being your key contact for all financial matters. Home and Investment Lending. Rose Park SA 5067.

purefm.com.au

Our Awards | Pure Financial Management

http://www.purefm.com.au/awards

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. Michael Smith – FPA 2011 Best Practice Award (Associate Member Financial Planner) National. Michael Smith – FPA 2011 Best Practice Award (Associate Member Financial Planner) South Australia. Most Significant Revenue Transition 2011. Building Trust in Advice 2010. Fastest Growing Business 2010. Fastest Growing Business 2008. Fastest Growing Business 2008. Suite 5, 154 Fullarton Road. Rose Park SA 5067.

purefm.com.au

Retirement | Pure Financial Management

http://www.purefm.com.au/category/news/retirement

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. RSS feed for this section. April 12, 2016. A few interesting facts about retirement. Continue Reading →. August 14, 2014. Tools no retiree should be without. Continue Reading →. September 20, 2013. Minimum super pension income increase. As a retiree receiving an income from your superannuation pension investment, you may have noticed that your pension income recently increased. We explain the reaso...

purefm.com.au

Home and Investment Lending | Pure Financial Management

http://www.purefm.com.au/home-investment-lending

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. Home and Investment Lending. Worried about interest rates? Do you have the right type of loan for your circumstances? The recent media speculation on interest rates, inflation and petrol prices has many of us concerned about our household budgets and our day to day finances. We have a relationship with MLC Mortgage Solutions who have access to a number of lenders, including some of the major banks.

purefm.com.au

The Process | Pure Financial Management

http://www.purefm.com.au/the-process

Pure Financial Management – Adelaide. Home and Investment Lending. Retirement Planning and Preparation. Your first meeting is where your financial adviser gains an understanding of your present financial position, your needs and objectives, and the types of investments required to meet them. An important part of the financial planning process is to clearly identify your financial goals and objectives. Identifying your Financial Issues. Preparing your Financial Plan. Legal and Advice Warning. Edition No&#...

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To make sure it’s built to last. What would happen to your business revenue if you lost a key person? Could your business continue upon the loss or illness of a business owner? Some of our Features. This is where your latest Features custom posts will show up. You can change this text in the options. View all our Features. Could you afford to take several months off work without pay? If you are self-employed, could your business survive if you weren't around? Pure in the Community. CFSA do an amazing job...

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