Fourth Annual Asset Protection Conference
Monday 18 and Tuesday 19 February 2019

Crown Promenade Hotel Melbourne

.   .

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.

Monday 18 February 2019

Restructuring for Asset Protection

  • Business Restructures – Maximizing Outcomes in Asset Protection
  • The Small Business Restructure Rollover in Asset Protection Planning
  • Don’t Have Your Eggs in One Basket!  Separating Ownership and Use for Asset Protection
  • Asset Protection Vehicle Road Testing – A Company Versus Trust Comparison

The Asset Protection Toolbox

  • Superannuation as an Asset Protection Strategy – Yes or No?
  • Spotlight on Gift and Loan Back Arrangements as an Asset Protection Tool
  • Family Discretionary Trusts – Protecting the Family Jewels and Maintaining Harmony

Tuesday 19 February 2019

Managing Threats to Asset Protection

  • Protecting Assets from the Depredations of the ATO
  • Insolvency Law and Asset Protection – Examining the Law’s Power to Unwind
  • Asset Protection and Managing the Risks of Being a Company Director

Estate Planning and Asset Protection

  • Testamentary Trusts – Latest Developments in Inter-Generational Asset Protection
  • Dealing with Business Succession Asset Protection in Family Businesses

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


If you register and pay by 25 January 2019 you will pay only $1980 – a saving of $165 off the full price conference registration fee of $2145.

If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email:
Product Code: MAPFEB19
 Price:   $1,980.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this conference is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.