Stamp Duty Concession
Stamp Duty Concessions by Jacqui Brauman Stamp duty is a large amount of money, or potentially a large amount of money to factor in if you're doing certain land transfers, particularly in terms of succession planning. [...]
10 Disadvantages of Not Having a Will
10 Disadvantages of Not Having a Will Not having a Will means: - you have no say about who will administer your estate, - it may end up being administered by someone that you would not appoint; [...]
10 Things to help you Survive the Death of a Parent with Dignity and Grace
10 things to help you survive the death of a parent with dignity and grace The death of a parent can rock your world, and leave you and your siblings in turmoil. But you can survive the [...]
A Better Way To Talk About Death and Inheritance
A better way to talk about death and inheritance First, we must actually talk about death and inheritance. Many generations didn’t. When a will is disputed, it is usually because someone is upset by the Will. It [...]
Case study: succession and the family farm
Case study: succession and the family farm We have been helping an accountant and financial planner with a long project involving a succession plan for a large farming family. We have just been pulled in to help [...]
Why you need a conditional deed in your business succession planning
Why you need a conditional deed in your business succession planning by Jacqui Brauman This little known legal tool could make a big difference in your business succession planning: a conditional deed. For business owners, with [...]
Have You Planned The Succession for Your Family Trust?
If you have a family trust and you haven’t thought about the succession of that trust, or you don’t fully understand what roles you have in the trust and how it works, please read this.
Own Your Business Structure
Own Your Business Structure A quick and easy way to assess how you want to run your business by Jacqui Brauman The right structure for you could depend on a lot of different factors: your goals, your [...]
Importance of a Buy-Sell Agreement in Business
Importance of a Buy-Sell Agreement in Business Having a proper Buy-Sell Agreement, when you are in business with other people, is crucial and an importance step in succession planning for your business. Step 3 of Jacqui’s Small [...]
The Correct Way to Transfer Control of Your Family Trust
The Correct Way to Transfer Control of Your Family Trust by Jacqui Brauman Many small businesses and farming businesses are run in a family trust structure, and many families use family trusts as an investment vehicle, and [...]