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Business owner Protection

This cover is also known as Partnership / shareholder protection. It addresses the situation where the unforeseen happens to a business owner.
This cover provides you with a lump sum payment in the event of death, incapacity or diagnosis of a trauma to a business owner, for the purpose of:-
  • Providing funds for the orderly transfer of business equity
  • Covering any Capital Gains Tax liability applicable upon the sale of shares in the business.

To discuss your protection requirements, please contact Kevin Bettman or book an appointment.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.


  PrimeWealth Pty Ltd is a Corporate Authorised Representative and Corporate Credit Representative of Securitor Financial Group Ltd
ABN 48 009 189 495 AFSL 240687
ACL 240687
275 Kent Street, Sydney NSW 2000

   
 
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