Dealing with client mistakes - the three Rs and more
Kott Gunning - Level 8
140 St Georges Terrace WA6000
Advisors are often faced with mistakes made by their clients in administering their trusts. This session will consider the range of remedies that are available to advisers to overcome defects in client paperwork including rectification, ratification, presumption of regularity and the plethora of recent cases dealing with potentially invalid trust distributions and appointments.
About the speaker:
Daniel Fry TEP is a principal of boutique firm, Fry Legal, having previously been a partner of EY law. He is a solicitor and chartered accountant with over 20 years of experience in revenue law, specialising in the provision of high quality legal and tax services to high net worth individuals and their related companies and trusts. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring and capital gains tax. He is also increasingly involved in disputes on those areas of the law, including dealing with the ATO in relation to superannuation and tax disputes.
To maintain his knowledge in these areas, Daniel is a member of many professional organisations including the Law Society of WA, Society of Tax and Estate Practitioners, Chartered Accountants Australia and New Zealand, The Tax Institute and currently serves as a member of the WA state council for the Tax Institute. Daniel is currently named in Doyle’s Guide as a preeminent estate planning lawyer and a leading tax lawyer in WA.
1 CPD point in Competency Area 4 (Substantive Law). STEP Western Australia is approved by the Legal Practice Board of Western Australia as a QA provider of CPD.
17:30 to 18:00 AWST: Networking drinks
18:00 to 19:00 AWST: Presentation
Light refreshments provided
RSVP by 17:00 Friday 17 September 2021
Places are strictly limited to 50 in-person attendees.
Instructions on how to access the webinar will be provided the day before the event.
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