Home

 

Adviser Tips:

Adviser Tips

 

Adviser Updates:

Adviser Updates

 

Publications and Documents:

Publications and Documents

Site Map:

Site Map

 

Search This Site:

Search This Site

 

 

 

 

 

Publications and Updates:

 

--------------------------------------------------------------------------------------------------------------------------------------------------

A. PUBLICATIONS:

Below are copies of marketing, fact-finding and technical materials with respect to the IGS Complete and Simple Succession Strategies:

 

1. One Page Case Study, Overview and Summaries

 

2. How Asset, Liability and Personal Strategies Work Together

 

3. Questions for Business Owners

 

4. Ideas for Client Invitations

 

5. Client Summaries of Business Succession and Proprietors Agreements

 

6. Brochures

 

7. Marketing Schedule

 

8. Fees and Cost Savings

 

9. Risk Analysis Worksheets (One Page Succession Plan)

 

10. Fact Finders (From Complete Succession Questionnaire)

 

11. Future Variations of Succession Plan and Agreement

 

12. Payment of Premiums
 
13. Uninsurability and Retirement Funding
 
14. Diagrams (Taxation of Alternative Methods of Policy Ownership)

 

15. One Policy and Multiple Policy Strategies

 

16. Comparing the Benefits of Alternative Agreements

 

17. Super Fund Ownership
 
18. Procedure

 

19. Common Business Misunderstandings and Responses

 

20. Understanding Business Entities

 

B. ADVISER TIPS:

Many of the pages on the Complete Succession web site contain an Adviser Tip in the right hand column.

They are collected here.

 

C. ADVISER UPDATES:

See here for regular updates about Succession Planning practices and the Complete Succession web site.

 

Copyright: Ian Gray Solicitor

 

 

Adviser Tip

The One Page Strategy is designed to help you simplify Succession Planning.

It helps you understand your needs, it helps you quantify them, it helps you cost them, and it helps you prioritise them.

See more Adviser Tips

 


Current Marketing Schedule

Current Marketing Schedule

Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings.

Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth.

Please contact us to arrange an appointment or teleconference.