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Buy-Sell Agreements Explained: Funding a Partner Buyout Without Selling the Business

Buy-Sell Agreements Explained: Funding a Partner Buyout Without Selling the Business

by Nasser Zreika | Sep 8, 2026 | Succession Planning

Two business partners build a company for fifteen years. One of them dies suddenly. Without a plan, the surviving partner doesn’t just lose a colleague — they can end up in business with the deceased partner’s spouse or estate, negotiating a price for...
Company vs Trust: Which Structure Wins for Family Business Succession in 2026?

Company vs Trust: Which Structure Wins for Family Business Succession in 2026?

by Nasser Zreika | Sep 8, 2026 | Succession Planning

When a family business changes hands, the biggest decisions rarely come down to who takes over. They come down to what they take over. A company and a family trust can run the exact same business, employ the same staff and serve the same customers — yet hand the next...
The $3.5 Trillion Wealth Transfer: Why the ATO Is Watching Family Wealth Transfers Closely in 2026

The $3.5 Trillion Wealth Transfer: Why the ATO Is Watching Family Wealth Transfers Closely in 2026

by Nasser Zreika | Sep 4, 2026 | Succession Planning

Australia is moving through the early stages of its largest-ever transfer of wealth between generations. The Productivity Commission estimates that around $3.5 trillion will pass from Baby Boomers to younger generations over roughly the next 20 yII ears — an average...
Binding Death Benefit Nominations: Why Your Super Doesn’t Automatically Go Where You Think

Binding Death Benefit Nominations: Why Your Super Doesn’t Automatically Go Where You Think

by Nasser Zreika | Aug 14, 2026 | Succession Planning

Your will does not control your superannuation. Super is held in trust by your fund, and unless you have a valid binding death benefit nomination in place, the trustee — not your will — decides who receives it and in what proportions when you die. Here’s how...
Business Succession Planning in Adelaide: What Happens If You Can’t Work Tomorrow?

Business Succession Planning in Adelaide: What Happens If You Can’t Work Tomorrow?

by Nasser Zreika | Jul 6, 2026 | Succession Planning

If an Adelaide business owner suddenly can’t work — through injury, illness, or death — three things happen at once unless there’s a plan in place: The short version If an Adelaide business owner suddenly can’t work — through injury, illness, or...

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