Farm Succession, Viability and Retirement - Ten Case Studies from Canterbury Table of Contents

Farm Succession, Viability and Retirement -

Ten Case Studies from Canterbury

Farm Succession, Viability and Retirement - Ten Case Studies from Canterbury - Credits
- Disclaimer
Foreword
Acknowledgements
Summary
CHAPTER 1 - Introduction
CHAPTER 2 - Viability and Retirement
- 2.1 Retirement and Succession , 2.2 Living Standards of the Retired Couple , 2.3 Farm Viability and Farm Sustainability
CHAPTER 3 - Research Methods
- 3.1 The Case Study Approach , 3.2 Interviews , 3.3 Financial Analysis , 3.4 Confidentiality
CHAPTER 4 - Case Study One
- 4.1 FARM BACKGROUND
  - 4.1.1 Farm Summary , 4.1.2 Farm Purchase , 4.1.3 Current Market Value
- 4.2 FAMILY DETAILS
  - 4.2.1 Family Members , 4.2.2 Present Ownership Structure , 4.2.3 Retirement Plans of the Parents , 4.2.4 Attitudes to Farm Succession
- 4.3. Provisions For Other Family Members
- 4.4 THE RETIRED FARMER
  - 4.4.1 Assets and Liabilities , 4.4.2 Summary of the Parents' Assets , 4.4.3 Summary of Cash income
- 4.5 FARM VIABILITY UNDER NEW OWNERSHIP
  - 4.5.1 Capital Structure , 4.5.2 Farm Cash Surplus
- 4.6 ISSUES
- 4.7 SUMMARY AND CONCLUSIONS
- SUMMARY OF CASE STUDY FARM ONE
CHAPTER 5 - Case Study Two
- 5.1 FARM BACKGROUND
  - 5.1.1 Farm Summary , 5.1.2 Farm Purchase , 5.1.3 Current Market Value
- 5.2 FAMILY DETAILS
  - 5.2.1 Family Members , 5.2.2 Present Ownership Structure , 5.2.3 Farmers' Retirement Plans , 5.2.4 Attitudes to Farm Succession
- 5.3 FARM TRANSFER
  - 5.3.1 The Process of Farm Transfer , 5.3.2 Provisions for Other Family Members
- 5.4 THE RETIRED FARMERS
  - 5.4.1 Assets and Liabilities , 5.4.2 Summary of Farmers' Assets on Retirement , 5.4.3 Summary of Farmers' Cash Income on Retirement
- 5.5 FARM VIABILITY UNDER NEW OWNERSHIP
  - 5.5.1 Capital Structure , 5.5.2 Cash Farm Income
- 5.6 ISSUES
- 5.7 SUMMARY
- SUMMARY OF CASE STUDY FARM Two
CHAPTER 6 - Case Study Three
- 6.1 FARM BACKGROUND
  - 6.1.1 Farm Summary , 6.1.2 Farm Purchase
- 6.2 FAMILY DETAILS
  - 6.2.1 Family Members , 6.2.2 Present Ownership Structure , 6.2.3 Retirement Plans of the Parents
  - 6.2.4 Attitudes to Farm Succession
- 6.3 FARM TRANSFER
  - 6.3.1 The Process of Farm Transfer , 6.3.2 Provisions For Other Family Members
- 6.4 THE RETIRED FARMER
  - 6.4.1 Assets and Liabilities , 6.4.2 Cash Income
- 6.5 FARM VIABILITY UNDER NEW OWNERSHIP
  - 6.5.1 Capital Structure , 6.5.2 Farm Cash Surplus
- 6.6 Issues
- 6.7 Summary and Conclusions
- SUMMARY OF CASE STUDY FARM THREE
CHAPTER 7 - Case Study Four
- 7.1 FARM BACKGROUND
  - 7.1.1 Farm Summary , 7.1.2 Farm Purchase , 7.1.3 Current Market Value
- 7.2 FAMILY DETAILS
  - 7.2.1 Family Members , 7.2.2 Present Ownership Structure , 7.2.3 Retirement Plans , 7.2.5 Attitudes to Family Succession
- 7.3 FARM TRANSFER
  - 7.3.1 The Process of Farm Transfer , 7.3.2 Provision for Other Family Members
- 7.4 THE RETIRED FARMERS
  - 7.4.1 Assets and liabilities , 7.4.2 Cash Income
- 7.5 FARM VIABILITY
  - 7.5.1 Capital Structure , 7.5.2 Cash Farm Surplus
- 7.6 ISSUES
- 7.7 SUMMARY AND CONCLUSIONS
- SUMMARY OF CASE STUDY FARM FOUR
CHAPTER 8 - Case Study Five
- 8.1 FARM BACKGROUND
  - 8.1.1 Farm Summary , 8.1.2 Farm Purchase , 8.1.3 Current Market Value
- 8.2 FAMILY DETAILS
  - 8.2.1 Family Members , 8.2.2 Present Ownership Structure , 8.2.3 Farmer's Retirement Plans , 8.2.4 Attitudes to Farm Succession
- 8.3 FARM TRANSFER
  - 8.3.1 The Process of Farm Transfer , 8.3.2 Provisions for other family members
- 8.4 THE RETIRED FARMER
  - 8.4.1 Assets
- 8.5 FARM VIABILITY
  - 8.5.1 Assets and Liabilities , 8.5.2 Farm Cash Surplus
- 8.6 ISSUES
- 8.7 SUMMARY AND CONCLUSIONS
- SUMMARY OF CASE STUDY FARM FIVE
CHAPTER 9 - Case Study Six
- 9.1 FARM BACKGROUND
  - 9.1.1 Farm Summary , 9.1.2 Farm Purchase and Current Market Value , 9.1.3 Summary of Farm Capital
- 9.2 FAMILY DETAILS
  - 9.2.1 Family Members , 9.2.2 Present Ownership Structure , 9.2.3 Farmers' Retirement Plans , 9.2.4 Attitudes to Family Succession
- 9.3 FARM TRANSFER
  - 9.3.1 The Process of Farm Transfer , 9.3.2 Ownership , 9.3.3 Provision for Other Family Members
- 9.4 THE RETIRED FARMERS
  - 9.4.1 Assets and Liabilities , 9.4.2 Cash Income
- 9.5 FARM VIABILITY
  - 9.5.1 Assumptions , 9.5.2 Cash Farm Income
- 9.6 ISSUES
- 9.7 SUMMARY AND CONCLUSIONS
CHAPTER 10 - Case Study Seven
- 10.1 FARM BACKGROUND
  - 10.1.1 Farm Summary , 10.1.2 Farm Purchase
- 10,2 FAMILY DETAILS
  - 10.2.1 Family Members , 10.2.2 Present Ownership Structure , 10.2.3 Retirement Plans , 10.2.4 Attitudes to Family Succession
- 10.3 FARM TRANSFER
  - 10.3.1 The Process of Farm Transfer , 10.3.2 Provision for Other Family Members
- 10.4 THE RETIRED FARMERS
  - 10.4.1 Assets and Liabilities , 10.4.2 Cash Income
- 10.5 FARM VIABILITY
  - 10.5.2 Farm Cash Surplus , 10.5.3 Division at Death of Parents
- 10.6 ISSUES
- 10.7 SUMMARY
- SUMMARY OF CASE STUDY FARM SEVEN
CHAPTER 11 - Case Study Eight
- 11.1 FARM BACKGROUND
  - 11.1.1 Farm Summary , 11.1.2 Farm Purchase , 11. 1.3 Current Market Value
- 11.2 FAMILY DETAILS
  - 11.2.1 Family Members , 11.2.2 Present Ownership Structure , 11.2.3 Retirement Plans , 11.2.4 Attitudes to Farm Succession
- 11.3.The Process of Farm Transfer
- 11.4 THE RETIRED FARMERS
  - 11.4.1 Parents' Assets and Liabilities , 11.4.2 Parents' Cash income
- 11.5 FARM VIABILITY
  - 11.5.1 Son's Assets , 11.5.2 Son's Liabilities , 11.5.3 Farm Cash Surplus , 11.5.4 Division at death of parents , 11.6 ISSUES
- 11.7 SUMMARY AND CONCLUSIONS
- SUMMARY OF CASE STUDY FARM EIGHT
CHAPTER 12 - Case Study Nine
- 12.1 FARM BACKGROUND
  - 12.1.1 Farming Policy , 12.1.2 Farm Purchase , 12.1.3 Current Market Value
- 12.2 FAMILY DETAILS
  - 12.2.1 Family Members , 12.2.2 Present Ownership Structure , 12.2.3 Farmer's Retirement Plans , 12.2.4 Attitudes to Family Succession
- 12.3 FARM TRANSFER
  - 12.3.1 The Process of Farm Transfer
- 12.4 THE RETIRED FARMER
- 12.5 FARM VIABILITY
- 12.6 ISSUES
- 12.7 SUMMARY AND CONCLUSIONS
- 12.6 ISSUES
- 12.7 SUMMARY AND CONCLUSIONS
- SUMMARY OF CASE STUDY FARM NINE
CHAPTER 13 - Case Study Ten
- 13.1 FARM BACKGROUND
  - 13.1.1 Farm Summary , 13.1.2 Farm Purchase , 13.1.3 Family Farm , 13.1.4 Son's Farm Purchase 1989 , 13.1.5 Current Market Value
- 13.2 FAMILY DETAILS
  - 13.2.1 Family Members , 13.2.2 Ownership Structure , 13.2.3 The Fathers Retirement Plans , 13.2.4 Attitudes to Family Succession
- 13.3 FARM TRANSFER
  - 13.3.1 The Process of Farm Transfer
- 13.4 THE RETIRED FARMER
  - 13.4.1 Father's Assets on Final Farm Sale , 13.4.2 Father's Future Cash Income
- 13.5 FARM VIABILITY
  - 13.5.1 Son's Assets on Father's Retirement , 13.5.2 Farm Viability
- 13.6 ISSUES
- 13.7 SUMMARY AND CONCLUSIONS
- SUMMARY OF CASE STUDY FARM TEN
CHAPTER 14 - Results and Discussion
- 14.1 CASE STUDY FARM BACKGROUND
  - 14.1.1 Farm Types , 14.1.2 Farm Purchase , 14.1.3 Farm Values
- 14.2 FAMILY DETAILS
  - 14.2.1 Family Members , 14.2.2 Present Ownership Structure , 14.2.3 Farmers' Retirement Plans , 14.2.4 Attitudes to Farm Succession
- 14.3 FARM TRANSFER
  - 14.3.1 The Process of Farm Transfer , 14.3.2 Treatment of Other Family Members
- 14.4 THE RETIRED FARMERS
  - 14.4.1 Assets and Liabilities:
- Cash Income
- 14.5 FARM VIABILITY
  - 14.5.1 Assets and Liabilities: , 14.5.2 Farm Cash Surplus
- 14.6 ISSUES
CHAPTER 15 - Conclusions
- 15.1 CONCLUSIONS
- 15.2 FOOTNOTE
APPENDIX 1 - Farm Case Study Interview Topics
APPENDIX 11 - Assumptions Used in Budget and Capital Calculations
FARM BUDGET ASSUMPTIONS
References

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Ten Case Studies from Canterbury

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