TH2 Protecting & passing on your wealth – what you need to know
Donal Griffin, Principal, Legacy Law
In this session Donal Griffin will explore strategies for protecting your assets for your family, how to guard against family business issues, how to build effective trust structures, and how superannuation can sometimes end up in the wrong hands.
TH3 Managing tax disputes - current best practice
Peter Poulos, Partner - Tax Controversy, Maddocks Lawyers
Heydon Miller CA, Barrister, Level 22 Chambers
If you work in tax, it’s likely that you’ll face a dispute from the ATO at some point. What’s important is a proper understanding of the process, and the skills to navigate the various issues that may arise.
TH4 Building dynamic budgets & forecasts with Excel
Tim Heng, Associate Director, Corality Financial Group
When you consider how quickly markets change these days, it’s not surprising that forecasting is regarded as one of a business’s most important functions. In fact, having the tools to successfully forecast different scenarios can be the difference between ongoing success and being left stranded in the past.
TH5 Performance Measurement - how to build leading performance indicators
Bryan Whitefield, Director, Risk Management Partners
In this workshop, Bryan Whitefield will show you how to turn information that already exists – on databases, on your knowledge systems and in people’s heads – into useful, hard data. You’ll also learn how to ensure your indicators are SMART, whether they’re derived from the P&L, a ‘soft’ data source, or even a staff survey.