In this latest Webinar of the Accountants Connection Free Webinar Series, Your Business First’s Darren Xerri is joined by David Gorman, CEO/Managing Director of DCG Consulting Pty Ltd, a consulting firm specialising in Business Succession & Estate Planning services for Professional Services firms and their clients.
There have been many articles recently highlighting emerging issues of ‘conflicts’ arising from misunderstandings of the relationship between Wills, Superannuation Fund, Binding Death Nominations and Reversionary Pensions.
These are not new issues but are becoming traps for the unwary (or un-aware) with changes in superannuation legislation and further complication of the benefits of Spouse reversion (rollover) provisions with the introduction of the $1.6 Million Cap.
During his 40+ year career, David has seen & managed many transitions of client businesses and Estates – some with not so ‘optimal’ outcomes due to poor planning & structuring and in the worst cases, poor selection of executors & administrators.
The advance of the ‘baby-boomer’ generation into retirement (and some premature deaths) has made succession planning an expanding area for professionals but requires skills & expertise beyond regular compliance matters. And the consequences of ‘getting it wrong’ can be substantial.
The areas covered in this webinar include
- Business Sale and / or Succession
- Managing your Estate for the next 30 years…..or longer
- Legacy – Management & Contro
This webinar is ideal for Firm owners, that need specialist advice in Business Succession & Estate Planning or are looking to offer Business Succession & Estate Planning as part of their service offering to their clients.
Are you looking to take the next step in the business cycle for your public accounting firm? Get in touch with Your Business First to assess your current position and look at ways to take your business to the next level. Give us a call today or email Darren.
Click here to view more webinars from this series.
