Tier 1: Foundations

Tier 01:
Foundations

Foundations is designed for farming
families who:

Know succession matters, but haven’t yet taken clear action
Are unsure where to start or how to move the process forward
Want to understand the impact of tax, structures, and timing before making decisions
Recognise that knowledge and clarity are critical before committing to a plan
Want to lead the process as a family, not leave it to chance or others
Prefer practical, independent education without pressure or agendas

When you join Foundations, you gain access to:

A structured Foundations course, designed to guide you step-by-step through the key stages of succession
A practical, on-demand library of resources you can work through at your own pace
Live webinars delivered throughout the year, focused on real issues facing farming families
Open Q&A sessions to ask questions and explore your situation
A community of farming families working through similar challenges
Practical tools, templates, and checklists to support better decision-making
Ongoing insights into changes affecting farming families and succession planning
Proven strategies and real-world examples from other farming families

Understand the key concepts: Gain a plain-English understanding of CGT, income tax, stamp duty, and why timing matters
Identify opportunities: Understand the tax concessions available and the conditions that apply
Gain structural clarity: Know how your current structures actually work, without relying on assumptions or fragmented advice
Lead the process with confidence: Understand your role in guiding the family, setting direction, and moving succession forward rather than avoiding or delaying decisions
Communicate effectively: Use simple checklists to organise your information and make conversations with family, advisers, and banks more productive
Prepare for next steps: Be ready to take action on succession, recognising that doing nothing is still a decision and a will alone is not a complete plan

There’s no perfect time to start. Only the next right step for your family.

You don’t need to have it all figured out. Start by learning how the right structures, risks, and opportunities apply to your family.

If you’re facing a decision, dealing with complexity, or want to move forward with confidence, this is your next step.