Case study
How we helped a family business save.
Successful family run business Sale Price $1m to the son.
Traditional method:
Buy Sell $1m up front
Borrow Cash
Minimal tax deduction to the Son
Capital gains tax on Sale
Pisani Way:
Family Agreement pay the parents $1m over 10 years
$50k super plus $52k pa trust distribution.
Tax savings over 10 years: $325,000
Interest savings over 10 years: $244,000
Total Savings: $569,000
How we helped.
Successful family run business Sale Price $1m to the son.
Traditional method:
Buy Sell $1m up front
Borrow Cash
Minimal tax deduction to the Son
Capital gains tax on Sale
Pisani Way:
Family Agreement pay the parents $1m over 10 years
$50k super plus $52k pa trust distribution.
Tax savings over 10 years: $325,000
Interest savings over 10 years: $244,000
Total Savings: $569,000
We cannot recommend your services highly enough. Stephen is always a pleasure to deal with. Whilst being professional in his dealings there is always time for a laugh and chat.
Stephen & Alison
SA Dance Forum
