About Us
Who we are?
Primary producers are faced with many challenges. Drought, flood, fire, disease, fluctuations in international commodity markets. But perhaps one of the greatest challenges for a primary producer, or any business owner, is successfully implementing a family succession plan. There are so many overlapping and intersecting considerations, it is difficult for many to even know where to start.
Success Plan (SA) was created by commercial law and agri legal specialist, Joe Anderson, to help South Australian families successfully transfer businesses and assets between generations in a smooth and tax effective way. There are plenty of advisors out there offering succession planning advice. But it’s not just about coming up with an aspirational plan. The plan has to work from a business and technical perspective, and that is what Success Plan (SA) delivers.
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Our Vision
Primary producers are faced with many challenges. Drought, flood, fire, disease, fluctuations in international commodity markets. But perhaps one of the greatest challenges for a primary producer, or any business owner, is successfully implementing a family succession plan. There are so many overlapping and intersecting considerations, it is difficult for many to even know where to start.