SAPEPAA International Advisers Conference - Koh Samui 2024

The SAPEPAA Board is thrilled to extend a warm invitation to our highly anticipated third international conference, taking place amidst the stunning backdrop of Koh Samui, Thailand, Anantara Resort from October 5th to 7th, 2024.

Since its launch in November 2021, SAPEPAA membership has steadily grown, and it is only fitting that this conference serves as a celebration of all that SAPEPAA embodies. Make sure you open Read More below as our conference agenda is centered around empowering attendees with practical insights into seamlessly integrating succession planning, asset protection, and estate planning into their business operations using SAPEPAA systems, strategically designed to optimise revenue streams.

SAPEPAA Two-Day Seminar Schedule in Koh Samui, Thailand

Day One - 6 October

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9:00 AM - 11:00 AM: Welcome, SAPEPAA Update, and Key Legal Updates (Two Hours with Break)

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• Welcome and SAPEPAA Update, Review, and Marketing (30 mins): Opening remarks. Overview of SAPEPAA’s progress and future initiatives. Marketing strategies for SAPEPAA advisers.

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• Key Legal Updates and Case Law (Vestey Trust Case, Cowap, Robinson Case) (1 Hour):​

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• Overview of Recent Developments: Vestey Trust Case: Explore the implications for trust structures and how it influences wealth protection strategies. Cowap Case: Discuss the impact of family provisions on joint assets and the broader implications for estate planning. Robinson Case: Examine the role of estoppel in family wealth protection and how it can alter estate planning outcomes.

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11:00 AM - 11:20 AM: Break

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11:20 AM - 12:35 PM: Case Study 1: Families with Disabled Children

• Case Review (15 mins): Overview of the unique challenges faced by families with disabled children.
• Key Issues (15 mins): Discussion of critical points and strategies for protection.
• Group Work (25 mins): Develop a tailored wealth protection strategy for these families.
• Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.

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12:35 PM - 1:35 PM: Lunch Break

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1:35 PM - 2:05 PM: Sponsor Session: Amanda Gascoigne - Accounting Business Coach

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• Session Overview: How accountants can build an effective Family Wealth Protection business that brings them revenue, satisfied clients, and even, dare we say it, joy!

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2:05 PM - 3:20 PM: Case Study 2: Divorcees Entering into New Relationships

• Case Review (15 mins): Challenges of protecting family wealth when divorcees enter new relationships.
• Key Issues (15 mins): Discussion of critical strategies for safeguarding assets.
• Group Work (25 mins): Craft solutions to address these scenarios.
• Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.

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3:20 PM - 4:00 PM: Case Study 3: Family Business Facing Demanding Creditors (Part 1)

• Case Review (15 mins): Addressing the pressures on family businesses from creditors.
• Key Issues (15 mins): Identifying critical asset protection strategies.

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4:00 PM: End of Day One

Day Two - 7 October

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9:00 AM - 9:30 AM: SAPEPAA AGM

• Annual General Meeting for SAPEPAA members.

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9:30 AM - 10:30 AM: Case Study 3: Family Business Facing Demanding Creditors (Part 2)

• Group Work (25 mins): Develop protection plans to shield the business and family wealth.
• Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.

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10:30 AM - 10:50 AM: Break

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10:50 AM - 12:05 PM: Case Study 4: Blended Families (Cowap Case)

• Case Review (15 mins): Issues in protecting wealth for blended families.
• Key Issues (15 mins): Discussion of strategies to address family disputes and protect assets.
• Group Work (25 mins): Develop protection strategies for blended families.
• Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.

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12:05 PM - 12:35 PM: Sponsor Session: Clayton Wood - Seamless

• Session Overview: The vital function of onboarding a new client and ensuring they take full advantage of all accounting business opportunities and the suite of family wealth protection services.

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12:35 PM - 1:35 PM: Lunch Break

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1:35 PM - 2:50 PM: Case Study 5: Clients with International Assets (Texas, UK, France, Australia)

• Case Review (15 mins): Challenges of managing and protecting assets across multiple jurisdictions.
• Key Issues (15 mins): Discussion on legal, tax, and estate planning complexities for international assets.
• Group Work (25 mins): Develop a comprehensive strategy for protecting and managing international assets.
• Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.

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2:50 PM - 4:00 PM: Case Study 6: Superannuation and Family Wealth Protection

• Case Review (15 mins): A scenario where the last member of a SMSF is in hospital post-cardiac arrest at age 80 with estranged children and a second wife.
• Key Issues (15 mins): Discuss the complexities of superannuation, succession planning, and protecting the interests of all parties involved.
• Group Work (25 mins): Develop strategies for managing the SMSF and protecting the wealth within the context of family dynamics.
• Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.

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4:00 PM: End of Day 2 and Conference

The Anantara Resort Koh Samui