Monthly Archives: May 2018

What’s fair is not always equal

Business Planning, Business Protection, Business Sustainability, Estate Planning, SuccessionBy spacecadet May 23, 2018

What’s fair is not always equal Strategise By Phillip “Dibbo” Dibben “Five Steps for Succession Success is a collaboration between Kelly Kelly Legal and Financial Services SA.” “We want to be fair when planning our legacy. We have an idea of the big picture and longer-term plans for the family business, and we want to…

A balancing act – super planning for farming families

Business Planning, Estate Planning, SuperannuationBy spacecadet May 3, 2018

With multiple demands on limited resources, managing personal and business finances for farming families is always a balancing act. When you have debt or equipment that needs to be replaced, how do you prioritise putting any excess funds away into super? But if you want to have a tax free efficient income in retirement, you…