Date Posted: May 27, 2018

Name: Rosemary Carreras Role: Principal and Leader of the Estates and Succession team. Company: Coleman Greig How long have you been working with family businesses? Since joining Coleman Greig in 2011, I started working with family businesses in a more focused way. I say this because over my 28 years as a lawyer, I have worked with family businesses in some way or another, particularly when I was a property lawyer advising on leasing or sales and... Read more

Date Posted: May 27, 2018

Heading into winter, we have had a busy couple of months at FBA and many more events and education planned.   We’ve had two more of the conversation series sessions which have been very well attended; the KPMG / FBA survey results evening has been launched; the NSW Insights event on 25 May which we had record numbers attend this year and the Emerging Leadership programme also launched in Melbourne with... Read more

Date Posted: May 27, 2018

Name: Penni Donato Company: Allin Towbars Industry: Manufacturing & Automotive Aftermarket Retail/Wholesale What generation is your family business? 2nd generation. The business has been in operation for 72 years and in our family for 35 years. What is your role in the family business? Managing Director What/who is a major influence for you in the family business? My family that work in and out of the business, always supportive no matter what issues arise. And the amazing staff that drive our business.... Read more

Date Posted: May 27, 2018

I am writing this the day after Insights - Demystifying the Digital World for Family Businesses (State Conference 2018). The room was a buzz with the digital realm and the feedback was very positive (unfortunately at the time of writing the survey results are not in yet). The common theme from all speakers was the need to relate to our customer-centric world. As Steve Job’s said “start with the customer... Read more

Date Posted: May 27, 2018

This year we have transitioned the FBA state conference to the newly named Family Business Insights (nationally). We held our South Australian Insights – Demystifying the Digital World - on Friday May 18, attended by 60 participants, it was a half day of exceptional digital learning experience with great takeaways from our presenters. The state based committee worked diligently to ensure that the information provided was relevant and business ready for those... Read more

Date Posted: May 24, 2018

Name: Paul & Nelissa Sousa Company: Jurgens Swiss Bread Industry: wholesale bakery Website: www.jurgens.net.au What generation is your family business? 2nd Generation What is your role in the family business?  Owner/Director - the original owner, Eduardo Rato (my wife's father), retired in 2015. What or who is a major influence for you in the family business?  A major influence is my father in law, basically what he originally created, we as the second generation wish to continue to drive the... Read more

Date Posted: May 24, 2018

Firstly, I want thank everyone for coming to our Family Business Insights Conference this year at Leonda and thank you to the wonderful speakers for delivering amazing content. We have had so much positive feedback and I appreciate the kind words. Any event is only as good as the people who attend and engage - you all made it the great success it was. I really enjoyed myself and a... Read more

Date Posted: May 24, 2018

Family Meetings are an integral part of a Family’s Family Governance strategy and communication plan.  Given it is such an important area and one discussed by nearly every family or family business we speak with, why is there such a diversity of views as to whether they are successful or not?  The main questions raised by families about family meetings or family retreats are: Who should attend family meetings and retreats? How... Read more

Date Posted: May 24, 2018

With tax time almost upon us, you may be undertaking tax planning and considering how to reduce a potential tax bill. If you’ve exhausted options such as carried forward losses and superannuation contributions, charitable giving is worthy of consideration. It’s likely you’re already part of the 80% of Australians that make charitable donations.  You may consider making a large donation to support one of your chosen causes is an option. Of... Read more

Date Posted: May 24, 2018

Peter Ivett is a founder of Vivente Australia and brings over thirty years experience in the key facets that strengthen the bond between people and performance to optimise business advantage. Peter has a broad range of leadership and management experience across a wide range of industry sectors. We asked Peter to share some valuable insights from working with family business clients, being a FBA Specialist Accredited Adviser and the accreditation process.... Read more