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Autumn 2009
The 8 Keys to Successful Family Business Succession Planning: It’s time to start! 

As wealth management advisers to many private business owners, Managed is critically aware of the role that succession planning plays in our client’s personal and financial well being.

We are advocates of the 8 Keys to Succession Planning developed by US pioneer of family business consulting, Leon Danco. Mr Danco is recognised as one of the great sages of family business.
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Autum 2009
Superannuation for your business – Why should you review the existing superannuation arrangements for your staff?

Since the advent of Choice of Fund in July 2005, businesses have steadily come to grips with the ‘New World’ of offering employees the opportunity to choose their own super fund. Many employers at this time simply chose to go with their existing arrangements and nominate their current fund as the ‘default fund’ in cases where an employee does not make a choice.
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Disclaimer: This website contains general information only and is not intended to constitute financial product advice. Any information provided or conclusions made whether express or implied, do not take into account the investment objectives, financial situation and particular needs of an investor. It should not be relied upon as a substitute for professional advice. Managed Financial Strategy Ltd is the holder of Australian Financial Services Licence No. 222600


 
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