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Recorded Webinars

Recorded Webinar: Estate Planning and Intergenerational Transfers in a Rural Setting: Meeting the Challenges

The succession of the family farm from generation to generation is increasingly being challenged by the changing aspirations of younger family members, family dynamics and testing financial circumstances. Faced with these pressures, farmers are seeking practical and sound advice

Date/Time

About the Webinar

The succession of the family farm from generation to generation is increasingly being challenged by the changing aspirations of younger family members, family dynamics and testing financial circumstances. Faced with these pressures, farmers are seeking practical and sound advice to manage the transition of their property and farm operations to their children. This session will look at the important issues that need to be considered in succession planning, including:

  • Ownership and management structures – what are the options?
  • Structuring to minimise tax and stamp duty liability
  • Intergenerational loans and other finance arrangements
  • Managing family expectations, sibling disputes and relationship/marriage breakdowns

Presented By

Isobel Knight
Director, Proagtive Loomberah, NSW

Isobel Knight is a succession planning specialist and has been the owner and a director of Australia’s leading family farm succession planning business Proagtive for the last decade. Isobel is a mother of three has degrees in business law and psychology, is a trained counselor and mediator.

Isobel was awarded the 2013 NSW-ACT Rural Industries Research & Development Corporation (RIRDC) Rural Women’s Award and National Runner up. Isobel’s association with family farm businesses stems backs to her family’s farm near Junee and now Loomberah NSW where she runs a cattle-trading enterprise. Being part of two family farms and experiencing firsthand the challenges of planning for the future has been the catalyst for Isobel’s interest in farm succession planning.

Isobel’s passion is to ensure that the next generation has an opportunity to participate in agriculture and believes a lack of succession planning is costing farming families, rural communities and agriculture dearly. Isobel has worked closely with hundreds of individual farming families. This remarkable level of training and experience sets Isobel apart from anyone else in the field of succession planning.

Recently, Isobel has completed the Introduction to Collaborative Practice Courses for wills and estates, which has always been a keen interest of Isobel’s.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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