Q&As

Planning for Vulnerable Beneficiaries with Tara Lucke

Wednesday January 24, 2018

Tara Lucke loves helping clients reach peace of mind about the protection of their wealth and transition to the next generation. She is a lawyer and one of the four co-founders of the specialist law firm, View Legal Pty Ltd. While currently enjoying the wonderful lifestyle benefits of being based at the Gold Coast, Tara works predominantly in the Brisbane, Gold Coast and Northern NSW regions. As a location independent lawyer, she also embraces technology to assist clients all over Australia. Tara specialises in estate planning, tax planning, asset protection, business succession, superannuation and trusts. She started her career with McCullough Robertson, working with them from 2007 to 2014 before co-founding View Legal in 2014. One of Tara's fundamental business values is to work collaboratively with clients' existing advisers to deliver effective and appropriate solutions.
Tracey Scotchbrook on Estate and Succession Planning in the New Superannuation Environment

Wednesday January 24, 2018

Tracey Scotchbrook is Director - Superannuation at PKF Lawler. Early in her accounting career Tracey had the opportunity to work with self managed superannuation funds, setting her on the pathway to specialisation. She is actively involved in the SMSF Association ("SMSFA") and is the former WA Chapter Chair and National Membership Committee Member. Her accreditations include: SMSF Specialist Advisor (SSA) with the SMSF Association, CPA SMSF Specialist, and Charted Tax Advisor with the Tax Institute. Tracey is a regular presenter to industry professionals and trustees, commentator, educator, and writer. In 2009 Tracey was awarded the Praemium Scholarship by the SMSFA.
Phillip Leaman on Compulsory Acquisition and Compensation

Tuesday January 23, 2018

Phillip Leaman is a property and commercial lawyer and an accredited Business Law Specialist. He has acted for land owners, developers and business tenants in a substantial amount of compulsory acquisition matters on projects such as East West Link, Level Crossing Removal Project, Sky Rail, Melbourne Metro Rail Project, Dandenong to Caulfield Voluntary Purchase Scheme, West Gate Tunnel, council acquisitions for public open space and other projects.
Great Real Estate Escapes and Ethical Issues in Facilitating Unworthy Escapes with Tim O'Dwyer

Tuesday January 23, 2018

For more than 40 years Tim was a conveyancing solicitor, Justice of the Peace and Tax Agent.. He is also Notary Public and has been a (Bond University and Law Society trained) Mediator. Tim holds a law degree from UQ and a Master of Arts degree from Griffith University. Nationally recognised as a "real estate watchdog" and consumer advocate, he has written widely on real estate and property law issues, regularly appears on Today Tonight and A Current Affair and is often interviewed about legal matters on radio and for newspaper and magazine articles. In 2012 he closed his Logan office, merged with Mitchells solicitors of Moorooka and became a relaxed/happy part-time consultant solicitor (who is exempt from CPD obligations). Now 7/8th retired.
Kirsten Taylor-Martin and Joanne Kenderes on Succession Planning in Family Business

Monday January 22, 2018

Kirsten Taylor- Martin is an accredited advisor with Family Business Australia and Family Firm Institute. With a passion and deep understanding of her industry, Kirsten has developed a specialist knowledge in the area of Family Business advisory in Australia. Kirsten has extensive experience helping families develop tailored governance structures to suit their family needs. She has been involved in developing a Grant Thornton approach to succession planning in family business which has successfully set businesses up for the future generations. Joanne Kenderes is a senior advisor to the privately-owned businesses, charities and individual clients of Grant Thornton. She has extensive experience in devising and implementing strategies to enable clients to build and protect their wealth, and assist in wealth transfer to the next generation. Joanne specialises in constructing and managing personalised portfolios for clients.
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"Very informative and provided excellent, ‘real world’ examples of situations."

Delegate - Interactive Will Drafting Workshop, Adelaide, March 2017

 

 

 

 

 

September 2014 , Delegate

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