Join us for breakfast on 10 April at 7.00am and hear about how to keep the wealth you are building in your business.

What is this seminar about?

For many SMEs the value you are building in your business represents your nest egg for retirement.  The difficulty you face is that the place where you are building your wealth is also the place where you are exposed to the most risk.  If you do not manage this conflict you risk throwing away the fruits of your hard work.

What are the chances of something going wrong?  Unfortunately, much higher than you may care to think about.

Learn about the three tiers of effective asset protection: Operational, Contractual and Structural.  We will discuss how to incorporate these strategies into your day-to-day routine to:

  • Minimise the chances of something unexpectedly going wrong; and
  • Maximise the chances of your financial survival if something does go wrong.

Come and hear our views on issues such as:

  • Identifying key internal and external risks to your SME;
  • Setting the ground rules with your customers and clients;
  • Effectively managing your employees and business partners;
  • Setting up your business and investment structures to withstand attack;
  • Using debt as a ‘shield’; and
  • How effective your ‘man of straw’ defence is in the context of current bankruptcy laws.

Who should attend?

This seminar is aimed at:

  • Businesspeople looking to keep their hard-earned wealth safe from unjust claims; and
  • Advisers who are responsible for assisting businesspeople put effective asset protection strategies in place (including accountants and financial planners).

Who is the speaker?

Andrew Andreyev, Principal, Andreyev Lawyers.

Andrew holds Bachelor degrees in commerce and law, as well as a Masters of Law (in taxation and international law) from Melbourne University.  He is a Chartered Tax Adviser with the Taxation Institute of Australia, a Fellow of the Society of Trust & Estate Practitioners (STEP) and a member of the Law Society of NSW.  Andrew is admitted to practice law in Australia and the United Kingdom.

What is the format?

The seminar will take the form of a practical case study.

Breakfast and coffee will be served from 7.00am – with the seminar to commence at 7.30am (sharp).  The seminar will conclude at 9.00am.

Due to the size of the venue, seats are limited.

Do I get CPD credit?

If you are an accountant or financial planner required to undertake compulsory professional development and training, your attendance at this seminar will count towards 1.5 hours of this requirement.