Foundations: Learn to lead your family through succession
An 11-module education programme for parents who want to get this right. Understand tax, structures and timing in plain English, before any decisions are forced. Built by an accountant who has guided Australian farming families through succession for 20 years.
Foundations is for you if...
✅ You know succession matters, but haven't yet taken clear action
✅ You're not sure where to start, or how to move things forward
✅ You want to understand tax, structures and timing before making decisions
✅ You want to lead this as a family, not leave it to chance or to others
✅ You'd rather learn at your own pace, without pressure or agendas
What changes when you do Foundations
Not what's in the programme. What's different for you on the other side of it.
You understand the numbers
CGT, income tax and stamp duty in plain English, and why timing matters more than most families realise.
You know what's available
The tax concessions that could apply to your family, and the conditions attached, before they're missed.
You see your structures clearly
How your current structures actually work, not how you assume they work from fragmented advice over the years.
You can lead the conversation
You set the direction and move succession forward, rather than avoiding it until the pressure builds.
Your meetings get sharper
Simple checklists organise your information, so conversations with family, advisers and banks actually go somewhere.
You're ready for next steps
You know that doing nothing is still a decision, and that a will alone is not a plan. And you know what to do about it.
What's included in Foundations
When you join, you get access to all of this from day one.
⚪ The structured Foundations course, 11 modules, step by step through the key stages of succession
⚪ A community of farming families working through the same challenges
⚪ A practical, on-demand library you work through at your own pace
⚪ Practical tools, templates and checklists for better decisions
⚪ Live coaching calls through the year on real issues facing farming families
⚪ Ongoing insights into changes affecting farming families and succession
⚪ Open Q&A sessions to ask questions and explore your situation
⚪ Proven strategies and real-world examples from other farming families
Most families we work with save between $2 million and $4 million in tax and stamp duty by restructuring before transition.
Foundations costs $99 a month.
Common Questions
Is this personalised advice?
Do I need to change accountants or advisors?
Is this worth the investment?
Is our information private?
What happens after Foundations?
Can I cancel anytime?
There is no perfect time to start. Only the next right step for your family.
Foundations. $99 a month, inc GST. No lock-in. Cancel anytime.
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