Farm Succession Planning

Stephen has been influential to our family farming business from the first meeting we had with him a few years back. He respects and understands the importance of succession planning in farming and has ensured that our family bonds remain strong across three generations, as well as implementing structures within our business to enable a smooth transition for succession planning to take place. 

Through Stephen’s guidance we have been able to set up superfunds, both personal and business-related. He has added more depth and understanding to our business by introducing professionals in different areas that have allowed us to take more control and better utilise these areas. This includes Wealth Beyond Money with Katherine Hann, Property Advice with Kristy Saunders, Property Development with Steve Vacca, Property Management with Daniella Vacca, as well as Chong and Co Lawyers. 

Our business has strengthened considerably since Stephen became our accountant. He has an amazing drive and passion for what he does. He doesn’t focus on just saving us tax for the financial year at the time, but rather he has educated us on the importance of goal setting both short and long-term that also involves our young children, maintaining a positive wellbeing, and ensuring we have a well-rounded business structure that will continue into the future. 

I admire Stephen’s generosity towards his community and the MNDSA charity. It’s certainly not all about tax savings when we visit Stephen. He has a huge heart, and this was really evident when we were made aware that Stephen was donating all the proceeds from the profits that come from the auction of the last townhouse to MNDSA. He is also naming the laneway of these townhouses in memory of the Chairman’s wife Annie, who sadly passed away a few years ago. It amazes me that, as busy as Stephen is, he will still make time to give back where he can. If that means working around the clock so he can help others, then he certainly will! 

Stephen has huge respect for the whole team that work alongside him. They are not only professionals but family to Stephen. He has implemented amazing wellbeing days for his employees. No matter how busy they all are, he makes sure they take time out for their wellbeing. If anyone deserves the IPA accountant of the year, then in our opinion Stephen Pisani is the perfect recipient.