Succession planning that honours the business you built
September 6, 2025
For many small business owners, the company they’ve built is more than a livelihood, it’s a legacy. But when it comes time to step back, the path forward isn’t always clear. Whether your children have chosen different careers or there’s no obvious successor in sight, succession planning can be one of the most emotionally and…
Trusts are back in the ATO spotlight
August 4, 2025
With more than 947,000 trusts operating across Australia, it’s no surprise the ATO continues to keep a close eye on how these structures are managed. Trusts remain central to many wealth and succession plans, but their complexity means they also attract compliance scrutiny.i Closer attention to how trust structures are now being used is part…
Sowing the seeds of succession
April 29, 2022
Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. And that’s why it is even more important to plan early and get it right when you are on the land. You are not just dealing with a business, but…
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