You are invited to RSM's webinar: thinkBIG - Structuring for success in family business.
'In looking for people to hire, you look for three qualities: integrity, intelligence and energy. And if they don't have the first, the other two will kill you.'
-Warren Buffett
In the world of family business, the same principle applies to your structure. You can have the smartest strategy and the most ambitious next generation—but without clear and well-documented structures, even the best-laid plans can unravel.
Join us for a powerful 45-minute webinar exploring how the right structure – legal, financial, and governance – can safeguard your business, preserve family harmony, and enable long-term growth.
Timed with the release of our latest thinkBIG report on family business structures, our expert panel will unpack real-life lessons and practical insights from their own work with family businesses: what’s worked, what hasn’t, and what to do next.
What we’ll cover:
- Choosing the right business and legal structure from the start.
- Governance tools to reduce risk – wills, family charters, shareholder agreements.
- Structuring for tax, growth, and intergenerational wealth transfer.
- What happens when things go wrong – and how to avoid it.
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Date:
Thursday, 19 June 2025 |
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Time: 12pm AEST | 10am AWST
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Venue: Please note, this webinar is hosted via Zoom.
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Peter is an experienced accountant who understands the complexity of business operations and family dynamics, which allows him to provide valuable and practical advice to clients as a Partner of RSM in Sydney....
Although Peter’s expertise spans across many areas of business advisory having worked in chartered firms since 2001, he provides a commercial application of technical tax and accounting skills to suit the needs of his clients including family groups, private businesses, SMEs and corporate clients (listed, unlisted and foreign).
Nadine is a Partner in the Perth office and the National Head of Corporate Finance. She leads our Valuations and Litigation Support services team, undertaking more than 80 valuations in the WA market each year....
Nadine provides expert reports for a wide range of purposes from Independent Expert Reports for listed company transactions, to Expert Witness Valuation Reports for litigation proceedings in the Supreme and Family Courts. She regularly works with dispute Lawyers and Barristers, where Nadine provides support in strategic shadow expert work and offers expert evidence, both in written form and in court.
Katie has been with RSM since 2005 and was appointed Partner in 2015....
She specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning. A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme.
Paul Henry leads the Hitch Advisory Mergers and Acquisitions team. He has circa 15 years’ of corporate and commercial experience advising clients across a variety of industries and deal sizes. ...
His transaction highlights include acting for Kids Club in the sale of 18 of its childcare centres to Affinity Education Group, acting for the founders of BodyScience on their sale to Humble Group, and for Link in the acquisition of PEXA by a consortium comprising Link, CBA and Morgan Stanley Infrastructure.
Maryanne Pollifrone leads the Hitch Advisory Wills, Estates & Succession Planning team. Maryanne has worked with many high-net-worth clients to establish or update their succession plans and adopts a pragmatic approach to assisting clients with their estate and succession planning needs....
Maryanne breaks down legal concepts into plain English and gains an understanding of family dynamics adopting practical solutions to often sensitive scenarios. Maryanne also manages deceased estate matters and has experience in contested estates.
