Fourth Annual Asset Protection Conference
Date
18-02-2019About the eBook
Asset protection continues to become more complex for advisors trying to protect client wealth. These days, clients need protection not just from insolvency risks, but also from potential depredations from the ATO. And often, the most significant threat to family wealth comes from within in the form of family discord. This conference will examine these threats and explore some of the best techniques for achieving your clients’ asset protection goals, including business restructuring, gift and loan back arrangements and testamentary trusts.
Restructuring for Asset Protection
The Asset Protection Toolbox
Managing Threats to Asset Protection
Estate Planning and Asset Protection
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The Faculty
Jennifer Dixon, Principal, Moores, Melbourne
Matthew Burgess, Director, View Legal
George Kolliou, Director, AG Tax Lawyers, Melbourne
Andy Milidoni, Partner, Johnson Winter Slattery, Sydney
Linda Tapiolas, Partner, Cooper Grace Ward Lawyers, Brisbane
Phil Broderick, Principal, Sladen Legal, Melbourne
Dung Lam, Senior Associate and Tax Team Leader, Argyle Lawyers, Sydney
Paul Hockridge, Partner and Head of Tax Advisory, Mutual Trust, Melbourne
Philip Diviny, Consulting Principal, Keypoint Law, Melbourne
Arthur Athanasiou, Partner, Thomson Geer Lawyers, Melbourne
Stephen Mullette, Principal, Matthews Folbigg Lawyers, Parramatta, NSW
David O’Farrell, Partner, HWL Ebsworth Lawyers, Brisbane
Nathan Yii, Principal Lawyer, Chartered Tax Advisor, SMSF Specialist Advisor, Nathan Yii Lawyers, Melbourne
Scott Whitla, Partner, McCullough Robertson Lawyers, Brisbane
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Officer, Natasha De Paola on (03) 8601 7721 or email: [email protected]