For some business owners nearing 15-year ownership thresholds, selling everything at once may be financially inefficient.
Strategic Opportunity:
Selling goodwill now while retaining qualifying business property longer may:
- Preserve retirement exemption flexibility
- Unlock full 15-year exemption later
- Increase Lifetime CGT Cap access dramatically
Important Conditions:
This strategy depends on:
- Active asset test continuity
- Net asset value thresholds
- Retirement timing
- Age requirements
Planning a Business Sale or Retirement Transition?
The timing and structure of a business sale can significantly affect future CGT concessions, super contribution opportunities and long-term retirement outcomes.
In some cases, delaying the sale of certain assets may create substantially greater retirement planning flexibility.
Visit our Contact Us page to discuss your situation and explore your options.
Disclaimer and Warning
The information above is of a general nature only. It should not be used as a source to make financial decisions. It’s also important to note that the legislation and figures related to this topic tend to change regularly and therefore the information above may not reflect the current status. We recommend that if you are looking for advice on this matter, you should contact us.