Retirement And Succession Planning

Planning for retirement and succession planning is one of our specialties. We have the expertise to understand and accommodate the tax implications of these transitions as well as knowing how to assist our clients to take advantage of available concessions.

Our commercial agreements deal with a range of options, including the selling down of equity to younger business owners, introducing additional business owners and facilitating the retirement of older owners.

For further information, or to make an appointment with Leanne Matthewson, please telephone (07) 4616 9898 or email us.

Contact Information

Direct Line: 1300 068 736