«March 2019»

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After the Fact | Superannuation and Forensic Accounting | Lunch & Learn Roadshow | DALBY
JOIN US for ‘After the fact’, a superannuation and forensics-themed lunch session, designed exclusively for Lawyers.

Death and divorce.

What happens to your clients’ superannuation when one of the ‘d-words’ are in the mix? Superannuation can be one of your clients most valuable assets, especially later in life as the balance grows. But, what can you do to ensure your clients’ super is dealt with; (1) as per their wishes, (2) in the best interest of your client and their beneficiaries, (3) in a manner to maximise property settlement or estate value. During the session, we will discuss.
  • Superannuation tips and tricks
  • Real-life case studies
  • Clever reading of the SMSF financials
  • The importance of the ‘paper trail’ and how getting it wrong can cost your client.
Presented by one of Australia’s leading and industry recognised wealth management advisor, and Certified Financial Planner® as well as accredited Self-Managed Superannuation Fund (SMSF) Specialist Advisor™, Kylie Wright, Wealth Management Partner of Ulton.

Welcome to the data economy.

We mine it, we store it, we trade it and now we are often legally responsible for it.

In 2014 The Privacy Amendment (Enhancing Privacy Protection) Act 2012 introduced many significant changes to the Privacy Act 1988 including the introduction of the Australian Privacy Principles. Whilst not applicable to all Australian businesses, if your business, or your clients business, deals in personal information or has an annual turnover of more than $3 million, then you may need to comply with the APPs.

Even if the APPs do not currently apply to your business, we all need to look at how we are handling data. Not only are there significant fines for those businesses that fail to comply with the laws, there is serious reputational damage for any business who is seen by the market as not protecting their data. This presentation will look at the 13 Australian Privacy Principles and what you must do to comply.

Presented by Bernard Whebell, Audit and Forensic Accounting Partner, Ulton. Bernard’s forensics expertise has been gained from over 20 years of practical audit and forensic accounting experience. Bernard is recognised as a Business Valuation (BV) Specialist with Chartered Accountants Australia and New Zealand.

Event Details
Date: Tuesday, 26 March 2019
Time: 12.15pm - 2.30pm (lunch provided)
Venue: Dalby Leagues Club
Details: This session is worth 2 CPD points
Cost: Complimentary
Location: Dalby Leagues Club
Time: 12.15pm
Date: 26 March 2019
26 March More Info


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