Fact Sheets
A selection of fact sheets on strategic services available through PT Partners.
A step-by-step guide to the Business Succession Planning Process at PT Partners, and how we can help you to put safeguards in place to ensure the smooth operation of your business into the future.
In the event of death or serious injury, a business owner would expect that their remaining business owners would purchase their business interest. However, there is no guarantee that this will be the case, and it is possible that the remaining business owners will not have the necessary capital to do so. This fact sheet explains how Buy-Sell Agreements can be used to mitigate these risks and the role we can play.
A “Gift and Loan Back” arrangement is an effective asset protection strategy in instances where a direct transfer of an asset such as a house would carry with it significant tax or stamp duty costs. This fact sheet explains how they work and the role we can play in getting such an arrangement in place.
Self-managed super can be an incredibly rewarding journey and can afford you the opportunity to take real control of your retirement savings. However, it is also a complex and specialist area where seeking the right advice is crucial.
Shareholder agreements provide a framework for addressing potential issues which can arise in a business, such as agreeing on the way in which a business is to be managed and resolving potential disputes between the shareholders. This fact sheet explains the role we can play in getting these in place.
Peace of mind comes from knowing that your estate planning is in proper order, and that your wealth will be passed on in the manner that you intend it to be. This fact sheet outlines how we can assist.
