There are comprehensive legal requirements for Self Managed Super Funds (SMSF) and that’s why you need the help of an expert.
We work with you and your financial adviser or banker to provide fully compliant SMSF documents, to ensure that your SMSF meets legal obligations but is also working to maximise the benefits to you in your retirement.
Our difference
Whether you’re looking to establish or maintain a Self Managed Super Fund (SMSF), working with our SMSF team will get the job done quickly and efficiently.
Our team ensures that your SMSF and its investments are properly structured, meets your goals, protects your future and delivers the best return on your investment to provide a comfortable retirement.
Free farm succession hand book
Succession planning is often a complex issue for farming families.
This free guide from Robertson Hyetts provides information for farming families who are just starting the conversation on the topic of succession planning, or already in the process of implementing changes.
Just fill in your details below to be sent your obligation free book.
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Succession Planning FAQs
Farm succession is the transition of your family operation to your children.
A succession plan is how you achieve the transition by moving the responsibility for management, for getting the work done and eventually ownership from you to your children.
Usually it is a stepped approach so you need to start early. This could involve:
- Giving some management responsibility to a certain family member,
- Next, making that person a genuine partner,
- Then, let them take ownership of the business separately from the land, and
- Finally, identify how they can buy the land.
Your succession plan should not be prepared and put on the shelf. The process of succession planning is ongoing and needs to evolve as your circumstances change. It should be reviewed and updated regularly.
It is important to consult a professional when creating your succession plan. Your accountant can help identify financial risks and opportunities and your lawyer will make sure that you haven’t left anything out.
Contact our team
Our succession planning experts in Bendigo and Castlemaine are ready to help you.
Succession planning
Knowledge Base
If there’s something you have questions about, it’s likely our team already have the answers and insights you need.
We’re ready to help.
Common questions
What is involved in succession planning?
Who should I talk to about my succession plan?
Your succession planning experts
Janelle has been practicing law for 28 years, with the last 12 years spent assisting property developers through all stages of the development from the acquisition of land, marketing, off the plan contracts, subdivisions and associated agreements and certifying pre-sales for construction finance. This experience has allowed Janelle to understand the property industry and the demands that are placed on property developers.
Janelle Brown
, Lawyer & Director
Even after 43 years practising Law, Tim Robertson knows there’s always more to learn. The intrigue and challenge of Law drew him in many years ago, but even now, the true appeal of Law is the continuous adaptation and change required as new Acts, regulations and systems emerge.
Tim Robertson
, Lawyer
John has been practicing law for over 40 years. He was raised in Clare, SA before attending the University of Adelaide and then working in SA, VIC and overseas in Qatar. John is based in our Castlemaine office.
John Wellington
, Special Counsel & Castlemaine office leader
Vesna is an empathetic and caring advisor, and after 12 years working at Robertson Hyetts is a trusted and supportive presence for many clients in Castlemaine. She understands that when someone passes away, dealing with an estate is a stressful situation – it’s never something people want to do, it’s something they must do. Being compassionate, sharing her knowledge and connecting with people while giving them time to work through the process are key to her success as a lawyer.
Vesna Pocuca
, Lawyer & Associate
Trent grew up in Oxley, near Wangaratta, and has practiced law for 16 years. He enjoys the intellectual challenge practicing law provides. Trent’s strengths are his willingness to listen and providing practical solutions in an easy to understand manner.
Trent McGregor
, Lawyer & Associate
As Property Team Leader at Robertson Hyetts, Jessica has a busy day-to-day – managing clients and supporting her team across the Bendigo and Castlemaine offices. Negotiating and settling particularly complex matters has always been a highlight in Jessica’s career – the sense of satisfaction when she can relieve the burden of stress for a client while also minimising their risk continues to drive her.
Jessica Hall
, Lawyer & Property Team Leader
With a broad professional background and a methodical, analytical approach honed through years in science, Bron brings a unique perspective to her legal practice. Now specialising in Commercial Law, she excels in helping clients navigate complex situations.
Dr Bronwyn ‘Bron’ Neill
, Lawyer
Heidi thrives on the challenge of solving complex and abstract problems and enjoys the diversity of tasks – in her experience, “no one day is ever the same”.
Heidi Kilian
, Lawyer
Latest succession planning news
16 November 2022
3 May 2022
