THE POWER OF BEING UNDERSTOOD

AUDIT | TAX | CONSULTING

Liability limited by a scheme approved under Professional Standards Legislation.

Collection of information on this page is done in accordance with our Privacy Policy.

RSM Australia Pty Ltd is a member of the RSM network and trades as RSM. RSM is the trading name used by the members of the RSM network.

Each member of the RSM network is an independent accounting and advisory firm each of which practices in its own right. The RSM network is not itself a separate legal entity of any description in any jurisdiction. The RSM network is administered by RSM International Limited, a company registered in England and Wales (company number 4040598) whose registered office is at 50 Cannon Street, London, EC4N 6JJ.

The brand and trademark RSM and other intellectual property rights used by members of the network are owned by RSM International Association, an association governed by article 60 et seq of the Civil Code of Switzerland whose seat is in Zug. Any articles or publications contained within this website are not intended to provide specific business or investment advice. No responsibility for any errors or omissions nor loss occasioned to any person or organisation acting or refraining from acting as a result of any material in this website can, however, be accepted by the author(s) or RSM International. You should take specific independent advice before making any business or investment decision.

ADDITIONAL SERVICE FEES

BOOK APPOINTMENT ONLINE

96

years in Australia

100,000+ 

tax returns annually

biggest firm in Australia

6th 

Our succession planning consultants can help you as a SME owner plan and execute the smooth succession of your business. 

GET IN TOUCH TODAY

Why have a Succession Plan? 

It will ensure: 

  • A long-term view is maintained in the management of the business which is often the family’s largest asset that generates a low return over time when compared to other investments.
  • Keeps the business in the family over many generations.
  • Acknowledges that not all family members want to return to the family business. 
  • Balances the demands of the older and younger family members.

Did you know? All businesses must consider succession and estate planning when preparing for the future. 

BOOK ONLINE TODAY

Basic schedules from $88 inc. GST:

• Business schedule

• Capital gains schedule

• Rental schedule

Complex schedules and matters: 
• Complicated matters and other services
  (price per hour)

RSM IN THE GREAT SOUTHERN REGION

RSM is represented in the Great Southern Region of WA through offices in Albany, Katanning and Narrogin. We are a full-service accounting firm offering clients a range of corporate financial and advisory services including bookkeeping, tax accounting and superannuation. 

We offer an independent voice to facilitate succession planning as we understand that every business is unique and the needs and goals of every family differs.

YOUR LOCAL SPECIALISTS

Jim Adamson
Principal
Business Advisory
9881 1611

Narrogin

Joanne Gilbert
Partner
Business Advisory
9841 2766

Albany

Cameron Taylor
Partner
Business Advisory
9821 1277

Katanning

GET STARTED NOWGET STARTED NOWGET STARTED NOW
GET STARTED TODAY

Thinking about your business is a big part of ours

GET IN TOUCH TODAY

RSM has the unique opportunity to provide personalised customer service to the local community, with the support of a national network and access to experience and resources.

  • Business Advisory
  • Cloud accounting
  • Tax & tax compliance
  • Succession & estate planning
  • Wealth accumulation & management
  • Self-managed superannuation funds
  • Income tax consulting
  • Rural accounting
  • Structuring advice
  • Audit & Assurance
  • GST consulting compliance
  • Business planning
  • Profit & growth improvement
  • Retirement planning

Our local experts can offer expertise in the following areas:

Business owners, whether primary producers, manufacturers or retailers, must all consider the succession planning and estate planning of their business. The impact of a poorly planned succession can be substantial in terms of taxation, administrative costs, relationships and stress, so it is essential to plan for the future handover of your business. 

What happens to your assets if you get hurt, there is a rift in the family or worse, someone dies? Deciding who takes over from the family business can stir up a lot of emotion. 

Succession planning is a way to resolve these difficult decisions at a time when you can think about them clearly and with everyone’s input.