Publications and Updates:
Adviser Tips:
Many of the pages on the Complete Succession web site contain an Adviser Tip in the right hand column.
They are gathered here.
Adviser Updates:
See here for regular updates about Succession Planning practices and the Complete Succession web site.
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Publications and Documents (Marketing, Fact-Finding and Technical Materials):
Below are copies of marketing, fact-finding and technical materials with respect to the IGS Complete and Simple Succession Strategies:
1. One Page Summaries:
1.1 - Simple Risk Analysis Worksheet (Changes Over Five Years)
1.2 - One Page, One Policy Succession Plan (One Page Summary)
1.3 - What Do You Think About When You Think About Succession Planning? (well...two pages!)
2. Summary of Business Insurance Trust Agreement:
2.1 - Client Summary of Business Insurance Trust Agreement
2.2 - Benefits of a Business Insurance Trust Agreement
2.3 - Comparing the Benefits of Business Succession Agreements
3. Brochures:
3.1 - Client Brochure
3.2 - Adviser Brochure
4. Marketing Schedule:
4.1 - National Marketing Schedule
5. Fees and Cost Savings:
5.1 - Legal Fees [All Agreements and Services]
5.2 - Legal Fees [Initial Agreements]
5.3 - Single Policy (Business Insurance Trust) Premium Savings (Indicative Only)
6. Risk Analysis Worksheets (One Page Succession Plan):
6.1 - Simple Risk Analysis Worksheet (Changes Over Five Years)
6.2 - Complete Risk Analysis Worksheet (Changes Over Five Years)
6.3 - Complete Risk Analysis Worksheet (Completed for Death, TPD and Trauma in Year One)
6.4 - Complete Succession Risk Analysis Worksheet (With Explanatory Notes)
6.5 - Complete Succession Risk Analysis Worksheet (Variations With Explanatory Notes)
6.6 - Complete Succession Risk Analysis Worksheet (Blank Coloured)
6.7 - Complete Succession Risk Analysis Worksheet (Blank Black and White)
7. Fact Finders (Individual Items from Complete Succession Questionnaire):
7.1 - Equity Analysis Worksheet (Partnership, Company and Trust)(Item 6)
7.2 - Equity Analysis Worksheet (Partnership Only)(Item 6)
7.3 - Equity Analysis Worksheet (Company Only)(Item 6)
7.4 - Equity Analysis Worksheet (Property Trust Only)(Item 6)
7.5 - Un-Funded Purchase Price Worksheet (Item 7)
7.6 - Debt Reduction Worksheet (Items 8 and 9)
7.7 - Excess Debt Reduction Cover Worksheet (Item 10)
7.8 - Key Person Worksheet (Items 12 and 13)
8. Variations:
8.1 - Complete Succession Risk Analysis Worksheet (Variations With Explanatory Notes)
9. Payment of Premiums:
9.1 - Apportionment of Premiums
10. Diagrams (Alternative Methods of Policy Ownership)
10.1 - CGT on Life Policies (Death Benefit)(Section 118-300)
10.2 - CGT on Non-Life Policies (TPD and Trauma Benefits)(Section 118-37)
10.3 - Cross-Ownership
10.4 - Self-Ownership
10.5 - Trust Ownership
10.6 - Cross-Ownership of Debt Reduction Cover
10.7 - Self-Ownership of Debt Reduction Cover
10.8 - Trust Ownership of Debt Reduction Cover
11. One Policy and Multiple Policy Strategies:
11.1 - Policy Ownership Calculator (Illustrates Multiple Policy Strategy)
11.2 - Complete Succession One Policy Worksheet (Business Insurance Trust Agreement)
11.3 - Complete Succession Two or Three Policy Worksheet (Hybrid Business Insurance Trust Agreement)
11.4 - Simple Succession Worksheet (Self-Ownership Business Succession Agreement)
12. Comparing Alternative Agreements:
12.1 - Comparing the Benefits of Business Succession Agreements
12.2 - Comparing the Benefits of Self-Ownership Buy/Sell Agreements
13. Super Fund Ownership:
13.1 - Super Fund Owned Cover in a Business Succession Plan
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
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. |
