• October 2019

  • Friday, 25 October 2019
    25 Oct 2019 9:00am - 25 Oct 2019 4:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    Contact the Registrations Team on 03 8667 5667 to book your free 3rd place!

    The Conference will be chaired by:

    Tim Farhall, Barrister, Victorian Bar

    and

    Peter Pascoe, Barrister, Victorian Bar

    The Hayne Royal Commission, Insurance Industry and Legislative Change - Where To From Here? 

    There is no doubt that insurance cover gained automatically by Australians through their employer-sponsored membership of a superannuation fund is good public policy. However, systemic issues within our financial institutions, highlighted by the evidence put before the Hayne Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and the propensity of the insurance industry to dilute terms and definitions often leaves some insurance policies worthless to the consumer.

    This session will cover:

    • key findings of the Hayne Royal Commission
    • the evolution of TPD definitions within superannuation insurance policies
    • the insurance industry’s failed attempt at legislative change regarding funding of medical costs and rehabilitation.

    Presented by: Katherine Bedford, Lawyer, Maurice Blackburn Lawyers

    New Developments in Superannuation Law 

    This session will examine the impact of recent and upcoming changes in superannuation law, including:

    • Treasury Laws Amendment (Putting Members' Interests First) Act 2019;
    • Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019;
    • Treasury Laws Amendment (Improving Accountability and Member Outcomes in Superannuation Measures No. 1) Act 2019;
    • The Federal Government's commitment to extend the Banking Executive Accountability Regime (BEAR) to RSE licensees; and
    • A number of other regulatory updates.

    Presented by: Stephanie Malon, Managing Associate, Allens

    and

    Geoff Sanders, Partner, Allens

    How Vulnerable Are Your Staff - Cyber Threats and Security 

    It's easy to be fooled by cyber criminals. Cyber criminals are better than ever at targeting businesses and are always a step ahead. Psychological tools and manipulation are now being used to gain access to confidential information.  As you increase your technology protections how can you be confident that it's going to make a difference?  Your staff are prime targets for cyber criminals to groom and then infiltrate your organisation, and staff are often unaware they have been used to gain access to systems and confidential information, until it’s too late.

    This session will outline how your staff and organisation may be targeted and how to put simple yet effective training and protections in place to block common vulnerable entry points.

    Presented by: Craig Macaulay, Data Scientist, Phi Finney McDonald

    Advertising, Forecasting, Disclosure, Inducements 

    This session will address the risks and consequences when funds cross the line into misleading and deceptive conduct and/ or misconduct.

    Presented by: Nawaar Hassan, Barrister, Victorian Bar

    Hot Topics - Hear from a Panel! 

    • Elder and Family Financial Abuse - Use of Instruments including Powers of Attorney and unauthorised access to superannuation funds;
    • Conflict of Duty - Acting in the best interests of members and stakeholders;
    • Trustee Duties and Discretions / Reasons;
    • Productivity Commission Inquiry Report -Superannuation: Assessing Efficiency and Competitiveness.

    Presented by:

    Heather Gray, Partner, Hall & Wilcox;

    Anne MacNamara, Partner, Hall & Wilcox;

    and

    Jim Bulling, Partner, K&L Gates

    Trustee Responsibilities and Overpayments 

    This session will discuss:

    • Recovery of overpayments on claims;
    • Can professional indemnity insurance apply;
    • Settlement of claims;
    • Defences to claims.

    Presented by: David Robertson QC, Barrister, Victorian Bar

     

    6.0
    $725.00
  • Tuesday, 29 October 2019
    29 Oct 2019 9:00am - 29 Oct 2019 4:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    Contact Reception on 03 8667 5667 to book your free 3rd place!

    This conference will be chaired by:

    Georgina Grigoriou, Barrister, Victorian Bar

    and

    Michael DG Heaton QC, Barrister, Victorian Bar

    This conference covers complex Estates Litigation and Trusts issues and is designed for mid-senior level practitioners.

    Will Rectification Applications – Complex Probate Proceedings

    A court may make an order to rectify a will to carry out the intentions of a will maker, if the court is satisfied that the will does not carry out the will maker’s intentions where:

    • a clerical error was made, or

    • the Will does not give effect to the will maker’s instructions.

    This session will discuss the process and implications of rectification applications and will include:

    • Application for rectification of the will pursuant to Section 31 of the Wills Act (1997);

    • Seeking clarification of the will pursuant to Supreme Court (General Civil Procedure) Rules 2015;

    • Evidence of the will-makers intentions – the application process, preparing/ what is to be included in the Summons;

    • Time limitations in Victoria and other states and territories;

    • Outline of the deficiencies the court found in RE Hely; Application by Arbuthnot & Donohue (2018) VSC 614;

    • Recent case update.

    Presented by: Ines Kallweit, Principal Solicitor and Accredited Wills & Estates Specialist, KHQ Lawyers - Preeminent Wills & Estates Litigation Lawyer, Doyle’s Guide 2018.

    Crisp Orders and Portable Life Interests

    This session will cover:

    • What is a Crisp Order?

    • Pro’s and Con’s of Crisp Orders

    • When alternative accommodation is required for the surviving spouse – eg. Retirement village/aged care facility bond etc

    • Beneficiaries disputing Crisp Orders;

    • Issues arising in blended families;

    • Case studies.

    Presented by: Mercia Chapman, Senior Legal Counsel, Equity Trustees

    Challenging Superannuation Death Benefits – Remedies Available for Aggrieved Beneficiaries and Dependants

    Superannuation death benefits may make up a substantial pool of a deceased assets, and whether you are acting for the Executor or the beneficiaries, understanding the rules and dealing with the trustee of a superannuation fund is not straightforward. This session will discuss the rules surrounding a fund trustee’s decision and the remedies available to an aggrieved beneficiary or dependant. This session will cover:

    • The Superannuation Trustee’s discretion;

    • Preparing a death benefit claim;

    • Contesting a Superannuation Trustee’s decision;

    • Taxation of death benefits;

    • The Complaints and Appeals Process in the Courts;

    • The AFCA Approach to Superannuation Death Benefit Complaints;

    • Notable and recent cases.

    Presented by: Michael Clohesy, Principal Lawyer, Aitken Partners

    and

    Jack Conway, Associate, Aitken Partners

    Testamentary Trusts - Tax Benefits and Asset Protection

    A Testamentary Trust is created by a will and will come into effect when a person dies. Whether you have been instructed to draft a testamentary trust or act for a client who has received inheritance via testamentary trust, it is vital that the trust is implemented correctly and based on sound legal advice.

    This session will cover:

    • The tax benefits of testamentary trusts;

    • Tax planning and asset protection;

    • Dealing with vulnerable beneficiaries – minors, warring siblings, divorce, health issues including addiction, and/or disability;

    • Managing bankruptcy and litigation risk;

    • Income streaming;

    • The advantages and disadvantages of testamentary trusts;

    • Case updates and examples.

    Presented by: Jennifer Dixon, Practice Leader, Accredited Wills & Estates Specialist, Moores

    A Matter of Trust – Family Trust Disputes

    This session will cover the following:

    • The use of Discretionary Trusts in estate planning;

    • Vesting and CGT concerns;

    • Trustee duties;

    • Dispute resolution clauses;

    • “Unsatisfactory” allocations of income;

    • An overview of recent cases including Trani v Trani (2018) VSC 274.

    Presented by: Sandra Karabidian, Barrister, Victorian Bar

    Trust Deed Variation Clauses 

    This session will cover:

    • Interpreting Variation Clauses;

    • Tips when Drafting Variation Clauses and Powers;

    • Problematic Trust clauses;

    • Preparing Deeds of Declarations of New Powers;

    • Alternative options such as court powers, winding up the trust, new trust etc

    Presented by: Ron Jorgensen, Partner, Thomson Geer Lawyers

    6.0
    $590.00
    Filling Fast!