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Showing 41 - 50 of 213 results for "Succession planning"

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... farmers consider their land holdings as their primary retirement nest egg. "This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate retirement income for retiring farmers," he explained. ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... [farmers] consider their land holdings as their primary retirement nest egg. This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate retirement income for retiring farmers." "The taxation ...

Talent attraction key to family office growth: KPMG

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... increasingly shaping themselves with a corporate-style structure reflected in their approaches to investment, succession planning, governance, and recruitment. "At KPMG, we are often asked by family offices, 'What should I pay my CEO?' Family ...

MFS appoints new country head

CASSANDRA BALDINI  |  TUESDAY, 15 AUG 2023
... thanked Poirier for her many contributions. "As part of MFS' thoughtful and transparent approach to long-term succession planning, Marian has been working closely with Josh on the transition and will continue to do so until Q1 2024," she said. "We feel ...

Family offices increasingly involved in succession planning

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
... wealth administration provider Ocorian, family offices across the globe seem to be in good shape regarding succession planning. Ocorian's latest report, titled 'Family Offices and the role of third-party service providers' found 88% of family offices ...

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... The firm has four key offerings: tax advice and structuring, investment strategies, philanthropy, and family succession planning. It has about 114 staff members nationwide and 46 partners. Coggins will stay on with the firm for a few more months to finish ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... family business Robyn Langsford commented that business experience doesn't necessarily equate to successful succession planning. "In working with many successful family business entrepreneurs and family elders in Australia and around the world, there's ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... especially so for the finance professionals who are used to dealing with less emotional topics." As for operational succession planning, just 26% of family offices have a plan to ensure continuity of staff and services. Meanwhile, on risk management ...

Fractional farmland investing platform launches

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
... asset. "There is also the option for vendors to simply fractionate the land, then apportion LAWD Bricklets for succession planning purposes, which may be helpful in addressing the challenges often posed by intergenerational transfer of ownership," Foley ...

Search funds beat VC, private equity returns

CASSANDRA BALDINI  |  THURSDAY, 20 APR 2023
... process." For owners looking to sell a business, the search fund model offers an attractive option from a succession planning perspective, too. Selling to an entrepreneur instead of a competitor, Marsland says the main reason owners sell to search funds ...