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 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 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 [...]
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 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 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 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 [...]
How to Quickly and Easily Avoid Disputes with Your Business Partner Not having a buy-sell agreement with your business partner is a critical mistake that so many business owners make. Whether you are partners, shareholders in a [...]
Exit Strategy for Tradies Trust One Partners held an information evening for tradies on 23 June 2016 at Hogan's pub in Wallan. Here's my presentation from the evening:
This case study considers the superannuation succession planning for a man in a blended family, trying to ensure his children from his first marriage also get some inheritance
