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 [...]
How To Quickly and Easily Avoid Disputes with Your Business Partner
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
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:
Case Study: Superannuation Succession Planning for a Blended Family
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
Types of Trusts
Types of Trusts I have written an article explaining what a trust is, but this article will take it a bit further. A trust is a relationship between a person (trustee) and another person (beneficiary) in which [...]
Self Managed Super Fund: Death and Loss of Capacity
Self Managed Super Fund: Death and Loss of Capacity by Jacqui Brauman I recently attended a seminar at which Peter Pascoe, barrister, shared a paper on this very topic. Since more and more people and using self [...]
A Year Of Great Information
A Year Of Great Information by Jacqui Brauman A year disappears very quickly, and if I write a blog a week, that’s at least 50 blogs in the working year. Since I have been doing my Masters [...]