Your Business. Apart from your loved ones, it is likely to be one of your most valuable assets.

In fact, you probably have your life invested in it!?


Our expertise is in assisting you to build a solid foundation for your business, aimed at maximising the value of your investment. 

Some important questions to ask yourself:

  • Do you have a business plan in place?

  • Is cashflow an issue for you?

  • Do you know how to manage debt in the most tax effective manner?

  • Have you considered a plan in case something happens to you and you are forced to leave the business?

  • Are you taking advantage of super opportunities to save tax effectively for retirement?

These questions are just a sample of what we'll cover as we work with you and your accountant to create a solid plan for your finances, so that you can concentrate on taking care of your business.

How we can help

  • Succession planning

  • Risk protection

  • Partnership agreements

  • Buy-Sell agreements

  • Key Person protection

  • Superannuation planning & Self Managed Superannuation Funds (SMSF)

Merit Planning SA Pty Ltd

ABN: 76 616 588 393  Asic No. 1251407

is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2021 Merit Planning Pty Ltd 

T: 08 8562 2777
F: 08 8562 3144

23 Gawler Street

Nuriootpa SA 5355

The content of this site is dated February 2021 and has been prepared for Merit Planning SA Pty Ltd by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd.