Succession Archives - MGD


In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.


A ‘City of London’ perspective

18 July 2019
By John Barton
Earlier this month, I took the almost 31-hour door-to-door journey from Brisbane to London to attend the Australian British Chamber of Commerce Financial Services Catalyst 2019 – four collaborative, information-rich days examining the key challenges facing financial services today.

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Making sure control of your SMSF falls into the right hands

1 February 2018
By Andrew Albury
There are a number of important elements that, when planned, implemented and reviewed correctly and regularly, work together to make a self-managed superannuation fund (SMSF) operate successfully. One of the most critical, and often overlooked, of these, is succession planning.

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Don’t let the super reforms unravel your estate planning

4 April 2017
There is now only 13 weeks left before the Government’s new super reforms kick in. This means, there is only 13 weeks left to rethink your super strategy and make any necessary changes to ensure you get the best financial outcomes and avoid potential penalties. Time is running out.

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The next best tax structure outside superannuation

7 February 2017
Superannuation has long been hailed as the best tax structure in Australia. However, it isn’t the only long-term investment option available and with the impending legislative changes limiting how much can be entered and invested into super, now is a good time to review the next best option.

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Succession planning: have you considered the what ifs?

18 November 2015
Let’s face it, succession planning can be daunting and is often one of those topics that can easily be put on the shelf to ‘deal with later’. However it is crucial that there is a clear and concise plan as to what happens in unanticipated situations if you are a partner or shareholder in a business.

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