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Publications and Documents:
Adviser Tips:
Adviser Updates:
Individual Updates (Most Recent First): Tax Treatment of Self-Ownership Agreements Vested and Indefeasible Interest Simplifying the Valuation Issue Simple or Complete Succession?
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Super Fund Ownership
The discussion of Super Fund Ownership will be constantly updated as IGS develops strategies that take advantage of Super Fund Ownership and/or minimise the disadvantages of Super Fund Ownership that are not widely understood by Advisers and Clients. More information can be found here.
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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.
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.
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