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OASIS – GOLD COAST BUY SELL INSURANCE

When an owner is removed from a business due to death, disablement or illness, often the remaining business partner/s will want to take ownership and control of the whole business, and the removed owner or their family will want money for their share of the business. By putting in place Gold Coast Buy Sell insurance this can provide the money for this transfer to occur. It allows the remaining business partner/s of a business to buy out the removed owner’s interest in the business.

Arranging Gold Coast Buy Sell Insurance and Agreements

If structured correctly your business can pay for the Buy Sell insurance and Agreements and it can be structured so it is a tax deduction. When considering Gold Coast Buy Sell Insurance we must also consider what other personal insurances the business owners have in place. The need to insure the business owners and the key people is a must to allow a smooth business succession. So as part of a good business succession plan what needs to be worked out is:

  • How much buy sell insurance should be taken out
  • How should the insurance be structured and paid for
  • What should the legal agreement look like

This is where you need a qualified and experienced professional in this area from Gold Coast Financial Planning to ensure that the correct Buy Sell insurance, structure and legal agreement are all in place for your business.

Why should Business owners have Gold Coast Buy Sell insurance or Partnership insurance?

Business owners normally insurer their business assets, such as property, plant, equipment and stock, but don’t insurer themselves, or the other business owners and their key people who help make the business run profitably.

What would happen to your business if you or your business partner were to die or become disabled or be struck down with a severe illness? Would your family or estate be paid out the true value of the business? Does your business partner have the money or can they borrow enough to buy out your share from you or your estate?

Some of the areas we service for Gold Coast Buy Sell Insurance are:

Gold Coast Buy sell insurance and a buy sell agreement is a convenient and easy solution for business owners and families to preserve the business and its future by having each party fairly treated and compensated without putting a financial burden on anyone.

Please feel free to have a chat with us here at Oasis Financial Planning for all your Gold Coast Buy Sell Insurance or Gold Coast Partnership insurance needs.

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What our clients have to say

Steve Pollard is a highly professional and ethical financial planner, who practices what he preaches. He is on the few financial planners to have provided independent fee for service advice since he started in the industry. I trust Steve to provide quality advice to me, my friends and clients.

Andrew Wegener  Aquila
Andrew Wegener

Every time I see Steve present at a seminar, I realise it is so much more than financial information, which anyone can provide, and more about finding the right motivator. Steve definitely knows how to motivate in a friendly non confronting manner. I can see why his greatest successes are with clients that stay with him year on year.

Greg Davies  Davies Home Loans
Greg Davies

I have know Steve pollard personally now for a couple of years and meet with him once a week for breakfast. He is literally a breath of fresh air as I have always been wary of Finance Advisors in the past. Steve is now working with myself and my partner to help build a financial plan for the future and has really opened my eyes to the possibilities there are. I totally recommend that if you are looking at advice for your personal or business matters to book a time to Steve as you won't be disappointed.

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Sam Skehan

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Stephen Pollard and SVJJ Pty Ltd, ACN 158 131 269, ATF SVJJ Family Trust ABN 86 718 454 789 trading as Oasis Financial Planning, are Authorised Representatives of Synchron AFS Licence No. 243313, an Australian Financial Services Licensee.

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