Succession Plan Guide
The following template overview provides details on each question asked throughout the Succession plan template as well as links to
further information. When you start answering a question in your succession plan, you can refer to the relevant question below to help
guide your answer.
Insert business logo
Adding a logo gives a more professional image.
Enter the business owner's name. Enter multiple names if there are
The titles of the business owner(s) listed above, e.g. Owner/Manager.
Enter your business name as registered in your state/territory.
Main business address
Enter your main business address. This can be your home address if
you are a home-based business or your head office if you have more
than one location.
Enter your Australian Business Number. If you are a business and
have registered for an ABN enter it here.
Enter your Australian Company Number. Only fill this in if you are a
The date you finished preparing your Succession plan.
Table of Contents
If you have changed this template in any way, please remember to
update the table of contents to reflect the changes.