Plan for your Future

Whether it is for your business or planning for your own future, you have plenty of options to consider.  Having a succession plan in place will make the process of exiting your business or entering retirement much smoother.

With early planning, you can maximise the value of your business, while providing a safety net should there be an unexpected event such as illness or death.

Succession Planning

It is important for every business to have an exit strategy. Bell Accountancy Partners can assist you in building value in your business. We work closely with our clients in formulating strategies to ensure they receive the maximum return at the time of selling their business. Don’t let all your hard work and dedication in growing your business go to waste by not having a proper exit strategy.

Establishing a Self Managed Superannuation Fund (SMSF) can provide many benefits as it allows greater control over your financial future and allows you to implement a structured investment plan tailored to your individual needs and life goals.

Retirement Planning

We provide a needs analysis to ensure there are optimum structures and strategies in place to facilitate your transition into retirement.

Estate Planning

We have the tools and expertise to ensure an effective transfer of wealth from one generation to another.

Setting up Trusts and SMSFs

How you structure the ownership of your assets and business is a critical component of your succession planning.  We are able to effectively use family trusts and SMSFs as part of this exercise.

Exit Strategies

One of the biggest shortcomings of Small Business owners is not having an effective exit strategy.  We can assist you in building value in your small business so that all of your hard work over the years in building the business is valued appropriately.

How else we can help