Farm Succession Planning | Rabobank AU
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Succession Planning

Helping your farm stay strong for generations

Deciding what happens to the farm when you retire can be tough. We have a long history of working with rural families and our succession planning specialists can help guide your family through the complex issues so you can reach a shared vision for your farm, together.

It helps to start your planning early. Having honest conversations about goals and priorities helps to manage family expectations and keep everyone on the same page. We host regular succession workshops throughout Australia. Talk to your rural manager to get started.

Succession Planning

Succession planning meetings

Our independent facilitators run family meetings where everyone can have a say about their needs and goals. It helps to keep discussions on track and makes it easier for people to ask the tough questions. Sometimes the first meeting is all that’s needed to agree on future plans, or your family may like to build on ideas with more meetings over time.

Succession workshops

Foundations of farm succession

These 2-day workshops help you build the foundations for how your family and business can work together towards a common goal. You’ll join up to 7 other families to work through ideas, so it’s a great social way to learn. Our independent facilitator runs the sessions, and you’ll also hear from legal and accounting advisors to help with your plans.

Kim Lee

Succession Planning Facilitator

Kim Lee is one of our Succession Planning Facilitators and has extensive experience in working with rural farming families to achieve personal, family and financial benefits for each generation.

Through a genuine understanding of the inter-relationships between on-farm and off-farm family members, Kim Lee has delivered successful outcomes for many families. These outcomes include direction and clarity of goals, increased financial awareness and security, and increased opportunities for the business.

Kim holds a degree in Agricultural Science from the University of Sydney, a Master of Economics specialising in small business management, finance and strategy, a Diploma from the Australian Institute of Company Directors, a Certificate IV in Workplace Training, and Assessment and Commercial Mediation qualifications from Bond University. Prior to joining Rabobank, she lectured in business and management at the University of Sydney and lived on a mixed farming business in the central west of NSW for over 20 years.

Rosemary Bartle

Succession Planning Facilitator

Rosemary Bartle is one of Rabobank’s Succession Planning Facilitators and has extensive experience in working with farming families to achieve successful business, family and personal outcomes. 

After working with family businesses for many years, Rabobank recognised the need for a succession planning process developed specifically to meet the needs of our rural clients. Rabobank’s experience in this area has confirmed that families who start the process early have a much greater chance of achieving a positive outcome for all family members, as well as their farm businesses.

Rosemary holds a degree in Agricultural Science from Latrobe University, a Diploma in Financial Services (Financial Planning), and a Certificate IV in Assessment and Workplace Training.  Prior to joining Rabobank, Rosemary worked with farming and pastoral families across the length and breadth of Australia as a business management consultant; specialising in business analysis, benchmarking, grazing management, facilitation and training.  Growing up on a grazing property in eastern Victoria and having worked with farming families in a professional capacity for over 25 years, she has a thorough understanding of family businesses and the elements necessary to ensure their success.