Our latest insights

Recent findings from the Family Business Report 2025 reveal that cash-flow management and economic uncertainty are the most pressing concerns for businesses in the construction and real estate sectors.

Our 2025 Family Business Survey revealed a recurring theme that presents both a challenge and an opportunity: succession planning. Succession is often viewed as a pivotal moment in a family business’s lifecycle.

As the end of the financial year approaches, now is the time for family groups to consider their annual tax planning. Tax planning is a critical part of the tax management processes for all family groups, and brings about benefits.

For private investors entering and growing in a new market or new industry, managing the finance function effectively is critical—not just for operational success, but to ensure compliance with local regulations and drive growth. Many investors underestimate the complexity of regional financial, tax, and reporting obligations, which can lead to inefficiencies and unexpected risks.

In the dynamic landscape of family business and current economic environment, it’s critical to prepare the next generation to ensure they’re comfortable to take over operations.

The ATO estimates Australia has 800,000 trusts controlling over $3t in assets and with $3.5t in wealth about to transition from the incumbent generation over the next 20 years, there needs to be consideration for the impending vesting date of Australian family trusts.

Family businesses are the backbone of the Australian economy, providing stability and employment. However, as these businesses grow and evolve, so do the complexities of their financial landscapes. For the Rising Generation preparing to take the reins, understanding and managing these complexities is crucial.

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In the bustling world of family businesses, leadership in the business will be transitioned as one generation becomes older. So, how do we ensure that the rising generation is ready to take on the financial challenges that come with this responsibility? The answer lies in building financial confidence in the Rising Generation.

As family businesses evolve, financial transparency has become a vital element for fostering growth and trust. As the baton passes to the Rising Generation, a new wave of openness and accountability is reshaping the way family business discuss money.

Money and finances can often be a sensitive and discreet topic in families, but what about families that own and operate a family business? Discussions about money can often begin around the dinner table, with even very young children receiving pocket money in exchange for chores.

It’s common for business owners to transfer shares to their children as a reward for valued contributions to the business. Ownership can also motivate individuals to perform better as they have a vested interest in the company's success.