Business Owner

Operating a small or medium sized business is one of the most rewarding and challenging career paths available. As a business owner you must juggle your time and resources to maximise the potential of your business. During the hectic schedule, many business owners forget that the purpose of being in business is to generate wealth for them and their family.


Here’s how we can help you:

Having an exit strategy for your business is important as it will allow you to maximise its value. If you have business partners it is vital. Whether a partner leaves the business voluntarily or unexpectedly it can leave the remaining partners in a difficult position or cause animosity. Getting professional succession planning advice can ensure a smooth transition and protect you and your business.

How would your business be impacted if one of your key people was unable to work due to disability or death? Merideon can help you identify and quantify your risks and implement insurance or investment strategies to provide funds to cover debt, lost profit or recruitment costs.

Owning your own business premises can be a great strategy for your future. Owning the property in your Self managed super fund can make the strategy even more compelling. Merideon can advise on SMSF setup, limited recourse borrowing arrangements and transferring business property to super tax effectively.

Small business owners can benefit from a range of capital gains exemptions on the sale of their business on top of the usual tax benefits. By working closely with your accountant on the sale of your business, we can help identify the best strategy to minimise your tax liability and then maximise the return on your hard work.

We can take the hassle out of providing your employee superannuation plans and develop benefits to help with staff retention, financial education and job satisfaction.

The goal of operating a successful business is to generate profits. Whilst you work hard on improving your profits, Merideon will ensure those profits are working hard for you through a tax effective investment plan.

Find out if we can help you – CHAT TO AN ADVISER



SMSF Borrowing and limited recourse borrowing arrangements

Why Business owners need Income Protection

Key Person Protection explained



Mark has worked with BM&Y clients and produced desired outcomes by understanding their needs. In our dealings with Mark, he has demonstrated a high level of professionalism, integrity and willingness to work as a team.

Karan Mehta – CPA, FFIN, AFF (ICAA)


Mark listens to what you have to say, thinks about what you have said/asked and gives rational, considered advice. He does not dismiss any concerns or queries. We are very happy with the advice he has given us recently on the purchase of property into our SMSF, saving us many tens of thousands of dollars with his knowledge of the process which needed to be undertaken.

G & K Noske – Halls Head Dental Group

Craig Lampard

Mark & his team provide quality advice to their clients in a personal and considered way. Having known Mark for many years, I have no hesitation in recommending him to people seeking an adviser that really cares about making a difference in their lives.

Craig Lampard