RSM Australia

Succession & estate planning

Business people, whether primary producers, manufacturers, retailers or others, must all consider the succession 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 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

Victorian farm stamp duty savings

30 October 2017
A significant part of any farm succession plan is planning for retirement. Given ever-increasing farm, living and education cost, most farming enterprises will only support one child and their family of the succeeding generation.

Estate planning and the impact of loan accounts

20 September 2017
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

6 September 2017
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

25 July 2017
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

8 February 2017
Be part of our2017 thinkBIG report

How the upcoming superannuation changes will impact you

31 January 2017
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 !!

2 December 2016
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 super legislation – where do you stand?

18 October 2016
Government releases more superannuation legislation New additional proposed changes to superannuation legislation were released at the end of September as the Government amends and improves the changes they announced in the 2016 Federal Budget, prior to the election.

thinkBIG 2016

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

Succession planning report

19 May 2016
Understanding the current perceptions of business owners towards succession planning.

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Key contact

peter-saccasan_0.jpg

Peter Saccasan
National Head of Business Advisory

T: +61 2 8226 4500
E: peter.saccasan@rsm.com.au 

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