7 episodes

The purpose of this podcast series is to educate agricultural businesses (farmers) on how to work through generational transfer of farms. The goal will be to see farmers “pass the baton – not the buck!’

Pass the Baton Tony Catt - Catapult Wealth

    • Education

The purpose of this podcast series is to educate agricultural businesses (farmers) on how to work through generational transfer of farms. The goal will be to see farmers “pass the baton – not the buck!’

    CENTRELINK

    CENTRELINK

    This episode we are talking all things Centrelink, social security and how this affects the farming community. Tony interviews Julie Steed, Senior Technical Services Manager from IOOF and Christina Tran from Catapult Wealth. Julie has extensive...

    • 35 min
    THE RETIREMENT PLAN

    THE RETIREMENT PLAN

    Saving for retirement can help you prepare financially for the future. You may have spent your whole life with a strong work ethic continually working on the farm.  So we ask the question, do you have a clear and concise plan that allows you to...

    • 43 min
    WHAT IS THE DEAD PLAN?

    WHAT IS THE DEAD PLAN?

    First things first - What is the dead plan?Creating a dead plan - if something were to happen to you today, what would happen to the operation of your farm? Would someone be able to keep it going?It's a grim topic, but Death is a part of life and we...

    • 26 min
    SUCCESSION PLANNING: From a Legal Perspective

    SUCCESSION PLANNING: From a Legal Perspective

    What are the issues? Where do they go wrong?In this episode Tony Catt interviews Matt Dorman from Mellor Olsson Lawyers about succession planning, particularly farming families, from a legal perspective. 

    • 33 min
    SUCCESSION PLANNING: An Accountant's Perspective

    SUCCESSION PLANNING: An Accountant's Perspective

    This episode Tony is joined by Jarrad Newbold from Van Dyk Newbold & Co. Jarrad has a growing client base in McLaren Vale and Yorke Peninsula where he services farmers and rural support businesses. Jarrad's has developed a knowledge in rural issues...

    • 42 min
    INTRODUCTION

    INTRODUCTION

    What is the background to generational transfer of farms? Why is it important? Why is it emotional? Why do it?!Tony Catt answers the important questions on Succession Planning and the generational transfer of farms. 

    • 23 min

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