News & Insights

The latest headline CPI data release in Australia has amped up pressures in the market and on households by coming in hotter than market expectations. Electricity, housing, and travel costs combined to remind us that inflation isn’t finished yet. The interest-rate path remains unclear for the RBA ahead of their next interest rate decision on 30 September.

Australia is in the midst of a once‑in‑a‑generation transition as baby‑boomer owners transition or exit by sale of their business. Irrespective of the pathway ultimately chosen, it is through purposeful succession planning that a business owner addresses the interplay of complex issues, considerations and trade-offs. Succession planning is one of the most critical steps in securing both the continuity of a business and the long-term goals of its owner. It is about much more than preparing for retirement or sale; it is about aligning the owner’s personal aspirations, family dynamics, and the future sustainability of the business itself. Without a clear plan, transitions can be rushed, reactive, and damaging, both to the value of the enterprise and to family relationships.