Upcoming Family Business Australia Events
Jul
9
Mon
Advising Business Families – Part 2 @ Online
Jul 9 – Aug 31 all-day
  • What is a family business adviser and understanding family dynamics
  • Assessing the family enterprise system
  • Family consulting engagement
  • Communication: resolving family conflict

This course will be delivered online, providing you with the flexibility to work around your busy consulting schedule.

The course is delivered over 8 weeks with an additional 12 days to complete the final assessment piece.

Throughout the course you will be challenged to rethink your views on family business advising through the expertise of your facilitators and the sharing of experiences and learnings by your peers.

You will demonstrate your increased knowledge and expertise through practical assessment tasks designed to further develop your skills in applying tools which will add value to your practice.

Speaker: Dr. Dennis Jaffe


Dr. Jaffe is a globally recognised adviser to families about family business, governance, wealth and philanthropy.

Dr Jaffe’s recent working papers:

  • Governing the Family Enterprise: The Evolution of Family Councils, Assemblies and Constitutions,
  • Releasing the Potential of the Rising Generation, and
  • Good Fortune: Building a Hundred Year Family Enterprise, published by Wise Counsel Research, based on his current research with global multi-generational family enterprises.


These courses are strictly for members only. If you would like to become a member please click here

Courses in this series

Advising Business Families – Part 1 $2,995.00 (ex GST)
30 April – 22 June, 2018

Advising Business Families – Part 2 $2,995.00 (ex GST)
9 July – 31 August, 2018

Governing the Family Enterprise $2,995.00 (ex GST)
17 September – 9 November, 2018

Payment Options

  • Payment plans can be organised
  • Credit Cards or Invoice
  • Book two courses now and receive a 5% discount on the second course
  • Book three courses now and receive an additional 10% on the third course

Registrations must be made at the same time for these discounts to be applied. Please contact FBA to secure these discounts or discuss payment plan options – 1800 249 357.

Jul
27
Fri
Adviser Connect Newcastle – July @ Hicksons Lawyers, 1/31 Darby St, Newcastle, NSW
Jul 27 @ 7:30 am – 9:00 am


Family Business Super is not so Super

Adviser Connect events are put together by FBA to bring together Advisers who have a passion for working with Family Businesses. This is an opportunity for Advisers across multiple disciplines to learn from each other, understand each other’s expertise and begin to build the network of collaboration that is required as trusted advisers to the unique Family Business sector.

Every Adviser Connect event will have a guest speaker or case study and we encourage you to engage in robust topical conversations in order to grow your skills in advising family businesses.

The Adviser Connect events prove to be a great environment to come meet other advisers in your State and stay in touch with those in your network.

A light breakfast will be provided

Scott Pfeiffer | Pfeiffer Property

Scott Pfeiffer has been involved with property finance and investment for over 30 years. After working for the State Bank of NSW in lending, business banking and business advising he started his own residential property financing business in 1995.

A Fellow of the Financial Services Industry of Australia and member of the Property Investors Association of Australia, Scott also holds a Bachelor of Business Degree and a Diploma of Mortgage Lending.

He is past Chairman of LeapFrog ability, a Newcastle organisation helping people overcome disadvantage; a Foundation Member of the Newcastle Knights and President and Critic of the Newcastle Speakers Club.

Sponsored by Hicksons Lawyers

Demystifying ATO Compliance and asset protection – Are you exposed to litigation? @ Holding Redlich, Level 8, 555 Bourke Street, Melbourne
Jul 27 @ 5:30 pm – 7:30 pm

Current trends in ATO compliance activity and structuring for asset protection including litigation exposure

Join us on Friday 27 July 2018 for an exclusive event presented by Holding Redlich, focusing on important issues affecting family business owners.

With the Australian Taxation Office having changed its approach in recent months on a number of key areas for family business, this session will highlight some of the changes to be aware of to ensure compliance with the ATO’s current approach.

In addition, this session will address some of the best structures for asset protection of a business and some of the litigation pitfalls that can unwind a business without the right protection in place.

This is an opportunity to meet and network with other family businesses in Victoria who might share similar concerns.

Places are strictly limited so register today to save disappointment!

Presenters

Kylie Wilson, Partner Holding Redlich

Kylie is a partner in the Corporate and Commercial Group. She is an experienced succession planning law expert and an SMSF Association Accredited SMSF Specialist Advisor.
Kylie has worked with family businesses for over 20 years and has many intergenerational business clients in their third and fourth generation. Ensuring the business can remain viable, without the risk of litigation devolving business assets, is one of her key areas of specialty.
Kylie also works closely with advisors to prepare compliant solutions for a diverse range of individual clients with complex structures as well as rural and business clients and families with diverse dynamics.

Click here for more information.


Damien Bourke, Partner, Holding Redlich

Damien is a partner with particular expertise in tax disputes based at Holding Redlich’s Brisbane office. Damien advises on all aspects of Australian revenue disputes as well as complex cross border tax investigations, tax litigation, management of raids by revenue authorities and strategic discussions with tax authorities. 
He is one of the leading advisors and his firm was recently recommended by Doyle’s guide as one of the leading tax litigation firms.
He is a leading authority on trusts and has had considerable success in both the Federal and High court in this area.

Click here for more information.


Alexandra Tighe, Partner, Holding Redlich

Alex is a partner in our Dispute Resolution & Litigation Group. She has over ten years’ experience practising as a senior lawyer, specialising in commercial dispute resolution.
She has significant commercial litigation experience acting for a variety of clients, from large publicly listed corporations, to small to medium enterprises and privately held family businesses and trusts. 
Alex is well-versed in all forms of dispute resolution and regulatory investigations, and has substantial experience in both Victorian and Federal jurisdictions. She is an advocate for the prompt resolution of disputes both through litigation and by alternative dispute resolution processes such as mediation and expert determinations. 

Click here for more information.


Please note, this is a Member Only event. 

See all events
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