Retiring from Business Without Losing Control of Your Wealth
📅 Wednesday 29 July 2026
🕖 7:00pm AEST
💻 Live via Zoom
🎟️ Free Registration
For many business owners, the business itself becomes their primary asset — and often their retirement plan.
But what happens after you step away from the business?
Selling or winding down a business can create a significant pool of capital. Without the right planning, however, those funds can be exposed to unnecessary tax, poor investment structures, or unintended consequences for your family.
This webinar will explore how business owners can transition into retirement while maintaining control over their wealth, protecting their assets, and planning for the next generation.
Join Jacqui Brauman, Special Counsel at SPG Lawyers, and guest financial planner Helen Nan, for a practical discussion on how financial planning and estate planning work together when exiting a business.
What We’ll Cover
Financial Strategies After Selling or Leaving a Business
Helen will discuss key financial considerations when a business owner transitions into retirement, including:
• Super contribution strategies that may be available after a business sale
• Managing large lump sums from the sale of a business
• Structuring investments for long-term retirement income
• Beneficiary nominations and other planning tools to help direct wealth
Estate Planning Strategies to Protect Your Wealth
Jacqui will explain how estate planning ensures your wealth is structured and protected once it has been created, including:
• The difference between binding and non-binding super death benefit nominations
• Understanding estate assets vs non-estate assets
• Protecting family wealth from future risks
• How testamentary trusts can help safeguard inheritances for children and grandchildren
Why This Webinar Matters
When business owners retire, they often move from actively generating wealth to protecting and preserving it.
Financial planning and estate planning need to work together to ensure that:
✔ Your wealth is structured tax-effectively
✔ Your retirement income is secure
✔ Your assets pass to the people you intend
✔ Your family is protected from future financial risks
Who Should Attend
This webinar is ideal for:
• Business owners thinking about retirement in the next 5–10 years
• Owners planning to sell or transition out of their business
• Individuals who have already sold a business and want to review their structures
• Anyone wanting to ensure their wealth passes safely to the next generation
About the Speakers
Jacqui Brauman
Special Counsel – Wills & Estates, SPG Lawyers
Jacqui advises individuals and families on estate planning strategies designed to protect wealth, minimise conflict, and create lasting legacies.
Helen Nan
Financial Planner
Helen works with clients to structure their wealth for retirement, helping them transition from business ownership into long-term financial security.
Register now to secure your place: https://us06web.zoom.us/meeting/register/WlJ3LjzRRcWxM1KkDWMqFA
Even if you can’t attend live, register and we’ll send you the recording after the event.
