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Event Details

2025 Annual Adviser Conference – Thursday 27 March ONLY

Event details

When

Event date: 27 March 2024
  • Start: 8.00 am
  • Finish: 5.00 pm

Location

  • Sofitel Brisbane Central 249 Turbot Street or Broadcast live through our event platform 

Contact

T – +61 7 3231 2400
[email protected]

Cost

Early Bird Price: $390

Original price was: $490.00.Current price is: $390.00.Register Now

Register now ⟶

This ticket is for Thursday 27 March ONLY.

By purchasing this ticket, you will receive:
  • Full access to event platform for a month after the event
  • Online access to Thursday sessions
  • Thursday event resources
  • Day catering for those attending at Sofitel Brisbane
  • NO Friday adviser sessions

I am delighted to invite you to Cooper Grace Ward’s 16th Annual Adviser Conference, to be held on 27 and 28 March 2025 at Sofitel Brisbane Central and broadcast live through our event platform.

The rapid pace of change has continued this past year and looks set to ramp up further in 2025, especially in the areas of tax, super, trusts, estates and business succession, among many more!
 
Join our team of leading experts as they equip you with a detailed understanding of what will affect you and your clients in 2025 and show you how the major developments of the past 12 months have changed the industry.
 
The Annual Adviser Conference is designed to give you the latest updates, practical applications, and cutting-edge developments that will affect you and your clients in the coming year.
 
You’ll hear from leading legal experts, get tips and tricks to help you and your clients, and have the opportunity to connect with peers and potential partners. Plus, you’ll earn up to 11 CPD points, with sessions accredited through the SMSF Association and Financial Advice Association Australia.
 
This year’s program highlights include:
  • preparing for, recognising and dealing with client incapacity
  • SMSF update, including insights into the year’s important cases from the lawyers who ran them
  • profit-making undertakings and understanding when profit is assessable income (and not CGT)
  • pitfalls in family discretionary trusts
  • safeguarding family businesses and frameworks for success
  • employment law in family business
  • protecting the family business amid family law disputes
  • estate planning to avoid disputes
  • preparing businesses and assets for a successful sale.
 
Find out more
Download program

Speaker Details

Scott-Hay-Bartlem
Scott Hay-Bartlem
Partner
View Profile ⟶
Sale!
Annual Adviser Conference - Thursday 27 March - Registration

Annual Adviser Conference – Thursday 27 March – Registration

Original price was: $490.00.Current price is: $390.00.

Annual Adviser Conference 2025

This ticket is for Thursday 27 March ONLY.

By purchasing this ticket, you will receive:

  • Full access to event platform for a month after the event
  • Online access to Thursday sessions
  • Thursday event resources
  • Day catering for those attending at Sofitel Brisbane
  • NO Friday adviser sessions
Category:

Description

The Annual Adviser Conference is designed to give you the latest updates, practical applications, and cutting-edge developments that will affect you and your clients in the coming year.

You’ll hear from leading legal experts, get tips and tricks to help you and your clients, and have the opportunity to connect with peers and potential partners. Plus, you’ll earn up to 11 CPD points, with sessions accredited through the SMSF Association and Financial Advice Association Australia.

This year’s program highlights include: 

  • preparing for, recognising and dealing with client incapacity
  • SMSF update, including insights into the year’s important cases from the lawyers who ran them
  • family trust election considerations when implementing a client’s succession plan
  • pitfalls in family discretionary trusts
  • safeguarding family businesses and frameworks for success
  • managing employment law issues in family business
  • protecting the family business amid family law disputes
  • estate planning to avoid disputes
  • preparing businesses for a successful sale.

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Acknowledgment of country

Cooper Grace Ward acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.

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