Succession Planning

Chapman Eastway has been helping family businesses manage the process of succession for over 100 years. We know firsthand that doing so requires a holistic and sensitive approach to family mediation, effective financial and taxation planning and consideration of the ongoing viability of the business. Chapman Eastway has developed a series of systems and processes to support the family and the business throughout the transition process. 

As outsiders, we look at the entire situation objectively and critically – assessing the needs of the family, the departing and incoming generation of owners and the performance of the business itself. We know that the longer families leave succession planning, the fewer options they have to withdraw funds and transfer assets in a tax effective way. We work closely with families early to initiate the planning process and manage and revisit the plan as circumstances evolve and priorities change.

We use our extensive taxation and superannuation expertise in combination with our Business Advisory knowledge to develop effective and flexible business plans that enable the family to reach their personal and financial goals. 

Chapman Eastway specialises in:

  • Preserving family legacy across generations
  • Developing tax effective strategies for retirement funding and the transfer of assets
  • Providing certainty around the distribution of assets 
  • Family charters and governance
  • Business diagnostic
  • Strategic business planning and KPI setting
  • Retirement planning 
  • Superannuation planning and advice
  • Tax structuring
  • Business structuring
  • Business migration

In 2016, we conducted an industry-wide report on the nature of succession in Australian families, to read the report, click here. To talk to someone about succession and start planning for your family’s financial future, contact Chapman Eastway now. 

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