Dealing with client mistakes - the three Rs and more

Host group
Host Left
Event Type
Web Event
Date
Venue

Kott Gunning - Level 8
AMP Building
140 St Georges Terrace WA6000
Perth WA
Australia

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.

CPD:

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.

Programme:

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.

Do you know a colleague who might be interested in this event? Please forward this page to them. Non-members are welcome to attend STEP(WA) events.

Has a colleague forwarded this event to you? Would you like to be informed about our future events? Please click here to subscribe to our list.

Please click here to view our Transfers and Cancellations Policy.

Cost group
Event Cost
Australian Dollar
50.00
STEP members
Australian Dollar
120.00
Non-members
Schedule
17:30 - 19:00
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 CPD point in Competency Area 4 (Substantive Law)
Register now
Contact
Janelle Walsh
42 605 101 582
[email protected]
Add to Calendar 2021-09-21 00:00:00 2021-09-21 00:00:00 Dealing with client mistakes - the three Rs and more 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. CPD: 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. Programme: 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. Do you know a colleague who might be interested in this event? Please forward this page to them. Non-members are welcome to attend STEP(WA) events. Has a colleague forwarded this event to you? Would you like to be informed about our future events? Please click here to subscribe to our list. Please click here to view our Transfers and Cancellations Policy. Kott Gunning - Level 8 AMP Building 140 St Georges Terrace WA6000 Perth WA Australia Europe/London public