Succession is not just a topic for a TV series or billionaire families, it’s about successfully transitioning your business and
maximising its capital value for you, the owners.
When it comes to generational succession of a family business, there are a few important aspects:
For generational succession to succeed, even if that succession is the sale of the business and the management of the sale proceeds for the
benefit of the family, communication is essential. Where generational succession fails, it is often because succession has not been
formalised until a catalyst event or retirement planning requires it.
Generational succession comes with its own set of issues that need to be dealt with:
Successfully managing generational change is a process we can help you navigate. Talk to us about how we can help to structure an effective transition path.
LIVE 2-DAY COURSE - MORNINGTON
29 & 30 September 2025
Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA,
and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals,
bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA
scripts, and deploy robust automation solutions independently.
LIVE 2-DAY COURSE - SYDNEY
25 & 26 September 2025
Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA,
and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals,
bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA
scripts, and deploy robust automation solutions independently.
LIVE 2-DAY COURSE - BRISBANE
8 & 9 September 2025
Join SkyBots’ 2-day Workshop with automation expert Daryl Aw to revolutionise your workflow using Power Automate, UiPath, VBA,
and cutting-edge AI tools like Copilot and ChatGPT. Tailored for accounting and finance professionals,
bookkeepers and small business owners, this hands-on training will teach you to automate repetitive tasks, generate and optimise VBA
scripts, and deploy robust automation solutions independently.
We’ve all seen it: slick social media reels, perfectly filtered property gurus, and bold AI influencers promising fast wealth. But in Australia’s regulated finance and property landscape, chasing that hype can lead to more heartbreak than haul.
This past financial year brought a wave of opportunity—and many super funds delivered, with double-digit growth across key asset classes. The big question: is your fund among the top performers?