THE CHEQUE BOOK PLAN – WHAT’S INVOLVED?

12/19/21 • 39 min

In this episode, Tony is joined by Shaun Moroney, Director of Letcher Moroney Chartered Accountants.

Shaun’s background started on a farm on the West Coast of South Australia in Streaky Bay. With over three decades of experience, discover how Shaun’s personal experience in farming, understanding the family dynamic and why getting out of your comfort zone is the key to a successful succession plan.

In this episode, Tony is joined by Shaun Moroney, Director of Letcher Moroney Chartered Accountants.

Previous Episode

FAMILY CONFLICT (PART 3)

Andrew has many years of experience advising families with businesses and farms on how to successfully pass their wealth between generations in a controlled manner.
Most people spend a lot of time working and saving with the aim of providing for their family. But few spend enough time putting in place the necessary legal framework to protect this wealth, save tax, minimise disputes and ultimately set their family and future generations up for success.
Continuing our conversation on family conflict. In this episode, Tony chats to Andrew Andreyev, Director Andreyev Lawyers, about how a little bit of legal advice at the right time can go a long way to smoothing a succession plan.

Next Episode

FAMILY CONFLICT (PART 4)

Tony Catt chats to David Westbrook, Head Accountability Coach at Farm Owners Academy.

David grew up on a cropping farm midway between Maitland and Kadina on the Yorke Peninsula. Then, in 2010, he and his wife Becky decided to branch out on their own and acquired a farm on Kangaroo Island.

In 2015, 2016, and 2017, David was a Farmer Owners Academy client. He thrived in the program and connected well with the team, that he was hired as a part-time accountability coach.
In this episode, we continue talking about family conflict and the unmet expectations and broken promises that come with family business and succession.