skip to Main Content

Protect yourself and help your clients plan properly for growing older.

Are you up to date with the latest information to ensure your clients have the best financial advice for growing older and to minimise your risk of professional negligence? Are you sure your documents are structured correctly? Our firm has new expertise to assist you and/or your clients with the legal issues surrounding superannuation, estate planning, business succession and wealth transfer. Superannuation and other financial services regulations are constantly changing. Get up to date to ensure you are best serving your clients and minimising your risk of professional negligence.

SPEAKERS AND TOPICS:

Larissa Howard, Senior Associate, Catherine Henry Lawyers

  • Superannuation – Hot Topics
  • How to deal with super when it’s left as a legacy
  • Reversionary pension vs binding death benefit nomination

Bruce Taylor, Barrister, Hunter Street Chambers

  • Defending a professional liability claim in regulatory and financial advice litigation

Kim Boettcher, Barrister, Chalfont Chambers

  • Elder Abuse – managing the risk of liability for elder financial abuse claims

EVENT DETAILS:

WHEN:
Wednesday 6 March, 2pm – 5pm

VENUE:
Fort Scratchley Function Centre,
1 Nobby’s Road, Newcastle East (light refreshments available)

RSVP:
27 February 2019 (Places Limited)

*EARN ACCREDITED CPD HOURS/POINTS

Register for this event:

Recent blog posts

Back To Top