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.

Aug
24
Fri
Adviser Connect Newcastle – August @ Hicksons Lawyers, 1/31 Darby St, Newcastle, NSW
Aug 24 @ 7:30 am – 9:00 am


Working with SuBOWs (successful business owners and wealthy families) 

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

Lydia Blakemore | Crosbie Wealth Management

Being a certified financial adviser and having worked in financial planning for over 10 years, Lydia specialises in working with families in business as well as wealthy family groups. It’s very enjoyable helping people achieving their goals, personally and financially through the planning process. 

As well as being an adviser to family businesses she is also a part of a 3rd generation family business where there is an independent board, family council and constitution in place. 

Being a part of her own family business gives great insight when working with clients as to the trials and tribulations that come along in their own lives as well as business and family.  

 

Sponsored by Hicksons Lawyers

Aug
28
Tue
SA FBA Adviser Connect – August @ Arkaba Hotel, 150 Glen Osmond Road , Fullarton, SA
Aug 28 @ 7:30 am – 9:00 am

Looking after the Family from the Grave – Estate Planning

Join us on Tuesday 28 August, 2018 with Andrea Michaels, NDA Law and Annette Bonnett, HLB Mann Judd. Andrea and Annette will discuss Family Business Succession Planning, looking specifically at how to advise the development of a strategy for your client’s assets

Discussion points will include:

  • Dealing with the family, the business and the ownership
  • Trying to get a win/win for each generation
  • Dealing with the growing problem of incapacity
  • Why it is important that we, as family business advisors, understand the opportunities available

The session will provide you with information that will assist you to work better with your family business clients. You will also have the opportunity to network with other advisers and build your contacts.

A fully cooked breakfast will be provided. 

Presenters:

Andrea Michaels | Managing Director, NDA Law

Andrea has an extensive practice in tax and superannuation law, commercial law and estate planning. She provides advice for a diverse range of clients ranging from family businesses to not-for-profit organisations. Andrea acts for clients in restructures, business sales and acquisitions and succession planning. She particularly enjoys helping family businesses and SMEs. Andrea also has significant expertise in state taxes, asset protection, SMSFs, trusts and corporate governance.

Andrea is the Chairman of the Commercial Law Committee of the Law Society of South Australia (LSSA), a member of the LSSA Council, Chairman of the Family Business Australia (FBA) Adviser Subcommittee (SA), member of the FBA State Advisory Committee (SA) and a member the Tax Institute’s Tax Reform Committee. Andrea is a member of the ATO Legal Practitioners’ Roundtable. She is also a member of the Australian Institute of Company Directors (AICD) and the SMSF Association and sits on various boards.

For the past three consecutive years, Andrea has been recognised by Best Lawyers in Australia in the areas of Taxation Law, Wealth Management and Succession Planning.


Annette Bonnett | Head of Business Advisory Services Division, HLB Mann Judd

Annette’s experience extends across several industry groups including primary production and health professionals.
Annette brings strong and practical expertise in the area of family business, having grown up and worked in her iconic family business. She is currently involved with the Family Business Australia (FBA) Adviser group, and holds FBA Adviser Accreditation.

Annette understands the concerns of family businesses and advises on areas including succession planning, generational change, family constitutions, strategic business planning, budgeting and cash flow forecasts, as well as the ongoing compliance requirements of financial statement, income tax return and BAS preparation.

Annette is involved in a number of committees across Australia. She is responsible for the Quality Control of all work generated through the Business Services division of HLB Mann Judd in SA. She is a representative on the HLB Mann Judd National Business Services Committee, is part of the professional development committee for the Tax Institute of SA, and regularly contributes to the media on tax and family business matters.

See all events
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