RSM Australia

Succession planning and Estate planning

The impact of succession planning and estate planning is essential for the successful future handover of your business.Business people, whether primary producers, manufacturers, retailers or others, must all consider the succession planning and estate planning of their business.

The impact of a poorly planned succession can be substantial in terms of taxation, administrative costs, relationships and stress, so it is essential to plan for the future handover of your business.Those SME owners who opt for a well-planned succession enjoy greater benefits, both financial and personal.

Our succession planning consultants help SME owners plan and execute the smooth succession of their business, whether it be to new owners, the next family generation or upon their death or incapacity.
As required, we draw on the advice of solicitors for legal issues.

Our Succession planning and Estate planning services include:

  • planning and managing asset transfers
  • management succession
  • wills and enduring powers of attorney
  • family dispute resolution
  • family wealth appraisal
  • administration of deceased estates
  • company and trust formation and structuring
  • life insurance and superannuation
  • planning for retirement
  • advice on pension eligibility

Estate planning and the impact of loan accounts

The impact of loan accounts in business structures on your Estate planning can be far-reaching.

Get the right advice or pay the price | Family farms

Family farms are part of the fabric of rural Australia. Unfortunately the landscape is dotted by a large number of farms that disappeared from families who either had no succession plan or the estate plan was seriously inadequate.

Farm Succession Planning and the four A’s

Farm succession planning has been described as developing a strategy to work out whether someone will take over the farm or whether it will be sold when the owner retires or dies.
Take our 2017 thinkBIG survey

Take our 2017 thinkBIG survey

Be part of our2017 thinkBIG report

How the upcoming superannuation changes will impact you

Superannuation changes, which take effect on 1 July could have a massive impact on workers, particularly the wealthy, and many may end up paying more tax. The news is not all bad for Australians, and there are some opportunities to make smart financial decisions now that will put you in the driver's seat for your retirement.

Liquidity a problem? Give your business a health check !!

Companies relying on historically low interest rates to mask their true capacity to pay bills when they fall due, need to seriously address debt serviceability once the official cash rate starts moving higher which some will say will occur in 2017.

New superannuation legislation – where do you stand?

Government releases more superannuation legislation

thinkBIG 2016

get thinkbig 2016 full Report Insights into the challenges and opportunities facing Australian SMEs

Succession planning report

Understanding the current perceptions of business owners towards succession planning.

Pages