Business Retirement Planning
Secure Your Future with Professional Business Exit & Retirement Advice
Whether you’re planning to exit your business in the next year or next decade — it’s never too early to start planning.
At Bottrell Accountants & Financial Advisors, we help business owners across Newcastle and Maitland transition smoothly into retirement. That includes everything from exit strategies and succession planning, to tax structuring and financial retirement goals.
What We Offer
Business Succession Planning
- Prepare your business for sale or transition
- Identify successors (family, staff or external buyers)
- Develop clear succession timelines
- Minimise disruption to operations
Retirement & Exit Strategy
- Business valuation support
- Tax-effective sale & exit planning
- Shareholder and partnership exits
- Capital Gains Tax (CGT) management
Financial Planning for Retirement
- Superannuation strategy (SMSFs or retail/industry funds)
- Retirement income planning
- Asset protection
- Wealth transfer and estate planning
Tax Planning for Retirement
- Tax minimisation strategies pre and post-retirement
- Structuring for tax-efficient wealth withdrawals
- Timing considerations for small business CGT concessions
Support for Family Businesses
- Navigating family dynamics
- Planning for generational succession
- Balancing business and personal financial goals
Who We Help
- Business owners planning retirement within 1–5 years
- Family-run businesses preparing for generational transfer
- Sole traders looking to sell or wind down
- Professionals looking to maximise value before retirement
- Company directors wanting a structured exit
Whether you’re passing it on, selling it off, or winding it down — we help make the process smoother, clearer, and more financially effective.
Why Work With Bottrell?
Local offices in Newcastle & East Maitland
Chartered Accountants, Tax Agents & Financial Planners under one roof
Over 20 years of experience advising business owners
Integrated business, tax and retirement advice
Straight-talking, experienced and supportive team
Our Maitland Office
– Visit Us
Bottrell Accountants, Tax Agents & Financial Planners – Maitland:
- Office: 93 Lawes St, East Maitland, NSW, 2323
- Phone: (02) 4933 6888
- Email: maitland@bottrellaccounting.com.au
- Hours: Monday–Friday 7:30am–5:30pm | Saturday 9am–2pm
Maitland Location
Our Newcastle Office
– Visit Us
Bottrell Accountants, Tax Agents & Financial Planners – Maitland:
- Office: 45 Hunter Street, Newcastle NSW 2300
- Phone: 0249336888
- Email: newcastle@bottrellaccounting.com.au
- Hours: Monday–Friday 7:30am–5:30pm | Saturday 9am–2pm
Newcastle Location
Book Now CTA
Book a Confidential Retirement Planning Meeting
Let’s talk about what comes next. Whether you’re ready now or planning years ahead, a structured approach can make all the difference.
Or call us on (02) 4933 6888 to arrange a meeting at either our Newcastle or East Maitland office.
