Without a clear succession and estate plan, your business, personal assets, and family relationships can be left vulnerable to conflict, confusion, or unnecessary taxation. Proper planning provides:

• Certainty around the future ownership and management of your business
• Protection of your estate from unexpected legal or tax complications
• Peace of mind knowing your family and beneficiaries are looked after
• Strategies to minimise estate tax and manage superannuation effectively

With over 100 years of experience supporting Australian businesses and families, RSM’s business advisers deliver practical, empathetic solutions across all areas of estate and succession planning, including:

• Business succession planning – Transition ownership and leadership in family-run or privately held businesses
• Family governance – Support for family decision-making, stakeholder alignment, and dispute prevention
• Estate planning strategies – Including wills, trusts, powers of attorney, and superannuation advice
• Tax-effective structuring – Protect your assets and reduce tax liabilities through smart planning
• Intergenerational wealth transfer – Navigate the complexities of passing on family wealth or property

We work closely with legal and financial professionals to ensure your plan is fully integrated and aligned with current regulations.

Australian family businesses face unique challenges when it comes to succession. Our advisers offer structured solutions that consider family dynamics, business value, and future leadership needs. We help you answer critical questions, such as:

• Who will take over the business when I retire?
• How will the value of the business be shared fairly among family members?
• How do I protect both my family and the business’s long-term viability?

From trusts and testamentary planning to superannuation and enduring powers of attorney, our estate planning specialists help you take control of your financial future. We ensure your intentions are documented clearly and that your beneficiaries are supported in the most tax-effective and legally sound way possible.