In this podcast episode, Melbourne barrister Lachlan Wraith shares his insights on how family law can affect family businesses and the long-term preservation of family wealth. Lachlan discusses trusts, succession planning and family loans, and outlines practical considerations for business owners looking to protect assets and reduce future risk. Podcast transcript Lachlan Wraith is a […]
Key points: A successful retirement isn’t defined by maximising your sale price – it’s about creating the freedom, flexibility and time to enjoy the life you’ve worked so hard to build. Delaying succession planning can reduce business value and limit exit options, making early preparation essential for achieving the outcome you want. Business owners need […]
Alex specialises in advising mid-market businesses, private equity investors and listed companies on mergers and acquisitions, financial due diligence and valuations. He supports clients across both buy-side and sell-side engagements, with experience spanning the full transaction lifecycle from pre-deal preparation through to execution. He has worked across a range of transactions including business sales, acquisitions and capital […]
Key points Australia has no death tax, but proposed ATO rule changes could expose the family home to capital gains tax when held in a testamentary trust without a specified right of occupancy. Estate planning documents may need to explicitly name who has the right to live in the family home, or beneficiaries risk losing […]
Key points ACCC reforms are reshaping deals, not stopping them Regulatory change has become the top challenge, but other headwinds have eased The merger reforms need fine-tuning, particularly to protect smaller transactions Two key pinch points keep corporate dealmakers awake at night – costs and time. And this was the feared impact of the ACCC merger reforms that […]
Key points Too often wealth transfer plans depend on one person, making them fragile when life changes Stress testing plans against real-life scenarios reveals gaps before they cause problems Closing knowledge gaps and strengthening governance are critical Families that plan realistically protect both their wealth and their relationships Wealth transfer plans often look complete, with […]
Sebastian specialises in providing Personal and Business Wealth Protection (Life and Disability Insurance) advice for professionals, entrepreneurs, and business owners. With over 15 years in financial services, together with experience in many different business sectors, Sebastian has a strong knowledge of diverse insurance requirements and personalised solutions. Sebastian is dedicated to assisting his clients in […]
Rebecca is a Director at Pitcher Partners Brisbane, where she delivers strategic and personalised superannuation advice with a strong focus on self-managed superannuation funds (SMSFs). With more than 15 years of experience, she helps professionals, business owners and retirees navigate complex superannuation regulations and make informed decisions about their financial future. Known for her practical, […]
Minny is a Chartered Accountant and SMSF specialist. She has over 15 years’ experience in the Private Business and Family advisory team specialising in Self-Managed Superannuation. Minny predominately works with high-net worth families and enjoys getting to know them and their next generation to tailor her service based on their needs. Striving to achieve the […]
Rachna is a Client Director in the Private Business and Family Advisory team with over two decades of professional experience. While she started her career in audit and taxation, she has been a specialist accredited Family Business Adviser for more than ten years and thrives on supporting family groups to manage and grow their wealth […]
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