Succession Planning

There are comprehensive legal requirements for Self Managed Super Funds (SMSF) and that’s why you need the help of an expert.

We work with you and your financial adviser or banker to provide fully compliant SMSF documents, to ensure that your SMSF meets legal obligations but is also working to maximise the benefits to you in your retirement.
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Whether you’re looking to establish or maintain a Self Managed Super Fund (SMSF), working with our SMSF team will get the job done quickly and efficiently. Our team ensures that your SMSF and its investments are properly structured, meets your goals, protects your future and delivers the best return on your investment to provide a comfortable retirement.

Free farm succession hand book

Succession planning is often a complex issue for farming families. 

This free guide from Robertson Hyetts provides information for farming families who are just starting the conversation on the topic of succession planning, or already in the process of implementing changes. 

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Succession Planning FAQs

Farm succession is the transition of your family operation to your children.
A succession plan is how you achieve the transition by moving the responsibility for management, for getting the work done and eventually ownership from you to your children.

Usually it is a stepped approach so you need to start early. This could involve:

  • Giving some management responsibility to a certain family member,
  • Next, making that person a genuine partner,
  • Then, let them take ownership of the business separately from the land, and
  • Finally, identify how they can buy the land.

Your succession plan should not be prepared and put on the shelf. The process of succession planning is ongoing and needs to evolve as your circumstances change. It should be reviewed and updated regularly.

It is important to consult a professional when creating your succession plan. Your accountant can help identify financial risks and opportunities and your lawyer will make sure that you haven’t left anything out.

Contact our team

Our succession planning experts in Bendigo and Castlemaine are ready to help you.

Succession planning
Knowledge Base

If there’s something you have questions about, it’s likely our team already have the answers and insights you need.

We’re ready to help.

Common questions

What is involved in succession planning?
Who should I talk to about my succession plan?

Your succession planning experts