Case Study

Transforming a Business Exit into Enduring Income

After selling their business, David and Margaret restructured $1.4 million into a diversified, income-focused portfolio delivering sustainable growth and retirement confidence.

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The Situation

After selling their business for $1.4 million, David and Margaret faced an important transition.

The Process

Strategic focus

– Small business rollover contribution strategy
– Superannuation establishment and optimisation
– Diversified income-focused investment portfolio
– Tax-efficient pension transition planning
– Structured income and capital management
Applied strategy

We structured their sale proceeds using small business concessions, contributing strategically into super to maximise tax efficiency.

A diversified, income-oriented portfolio replaced term deposits, targeting a sustainable $75,000 annual income.

Ongoing monitoring and disciplined asset allocation ensured growth while maintaining capital resilience, with their portfolio more than doubling over time.
Enduring impact

David and Margaret now enjoy reliable income, disciplined growth and the confidence that their business success continues to support their lifestyle and long-term security.

*Names have been changed to protect clients’ privacy.

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