Unveil Your Family Wealth Protection Mastery in Paradise
You're Invited
October 5-7, 2024
Koh Samui
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Imagine This: Crystal-clear waters lapping at your feet, the sun setting over a tropical paradise, a refreshing cocktail in hand, and the finest minds in Family Wealth Protection all gathered around you.
This isn't a dream—it's your reality this October in stunning Koh Samui, Thailand!
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Register now for Early Bird Tickets before midnight 7th July 2024
You're Invited to the Most Exclusive Event of the Year
The SAPEPAA Annual Conference 2024
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Kick off with a Beachside Cocktail Party
Join us on the evening of October 5th for an unforgettable cocktail party on the beach. Network with fellow Board-Certified members as we set the stage for two days of powerful learning and collaboration.
Two Days of High-Octane Conference Sessions
Dive deep into the cutting-edge strategies of Family Wealth Protection. With sessions meticulously crafted in 45-minute increments, your knowledge and skills will reach new heights. Go onto our Events page to see all the sessions - you will not be left wanting!
Australian and International Speakers
Hear from the brightest minds and most influential voices in the industry. Our lineup of speakers will share their insights and experiences, offering you the tools to take your practice to the next level.
Adviser Panels & Interactive Case Studies
Collaborate with your peers in dynamic adviser panels and hands-on case studies. Tackle real-world scenarios and gain practical solutions that you can implement immediately.
Grand Finale Gala Dinner - All White
On the evening of October 7th, don your finest white attire for our Gala Dinner. Celebrate in style with a night of elegance, camaraderie, and unforgettable moments. Participate in our Gala auction, and support causes close to our community while enjoying the company of fellow leaders.
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Why attend?
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Elevate your expertise in Family Wealth Protection.
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Network with like-minded professionals.
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Gain insights from top-tier speakers.
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Participate in engaging and practical sessions.
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Experience the beauty and luxury of Koh Samui.
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Tax deductible
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Discover the detailed agenda below.
SECURE YOUR SPOT TODAY​
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Spaces are limited and anticipation is high. Don’t miss out on this unparalleled opportunity to learn, network, and rejuvenate in one of the world’s most beautiful locations.
Register Now to ensure your place at the SAPEPAA Annual Conference 2024. This is your chance to not only enhance your professional skills but also to enjoy a memorable getaway.
Ready to Transform Your Practice?
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Pack your bags, prepare your mind, and get ready for an adventure in excellence. We can't wait to welcome you to Koh Samui!
DETAILED AGENDA
SAPEPAA Two-Day Seminar Schedule in Koh Samui, Thailand
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Saturday 5th 6pm- 8pm @ The garden
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Cocktail party welcome reception – not streamed
Drinks & Canapes
Sunday 6th Oct
9am - 9.30am - Streamed @Koh Tao Meeting Room
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Welcome, SAPEPAA Update, and Key Legal Updates
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Welcome and SAPEPAA Update, Review, and Marketing (30 mins):
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Opening remarks – SAPEPAA Directors
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Overview of SAPEPAA’s progress and future initiatives
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CPD Policy
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Advice Audit initiatives
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Launch of marketing strategies for SAPEPAA advisers
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Overview of Recent Family Wealth Protection Developments
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9.20am - 11am - Streamed
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MILLER -v- TAYLOR [2018] WASC 75: the case we love
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Bassett v Cameron (No 2) [2021] NSWSC 419: Estoppel and family provisions plus a $2.5M legal bill!
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Cowap v Cowap [2019] NSWSC 1104 - Looking at the impact of family provisions on joint assets and the broader implications for estate planning.
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Reeves v Reeves [2024] NSWSC 134 - Examining the role of estoppel in family wealth protection and how it can alter estate planning outcomes.
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Australian Competition and Consumer Commission v Master Wealth Control Pty Ltd [2024] FCA 344 – the Vestey Trust Case– False and misleading because it was not the Protector but a slim shadow
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In the matter of Gainer Associates Pty Limited [2024]: disaster from the death of a sole director and member
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11am- 11.20am
Morning Tea break
11.20am-12:35pm – Streamed
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Case Study 1: Families with Disabled Children
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Case Review (15 mins): Overview of the unique challenges faced by families with disabled children.
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Key Issues (15 mins): Discussion of critical points and strategies for protection.
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Group Work (25 mins): Develop a tailored wealth protection strategy for these families.
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Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.
12.35pm-1.35pm
Lunch Break @ Thin Tai Restaurant
1.35pm – 2.05pm – Streamed
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Sponsor Session: Amanda Gascoigne - Accounting Business Coach
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!
2.05pm- 3.20pm – Streamed
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Case Study 2: Divorcees Entering into New Relationships
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Case Review (15 mins): Challenges of protecting family wealth when divorcees enter new relationships.
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Key Issues (15 mins): Discussion of critical strategies for safeguarding assets.
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Group Work (25 mins): Craft solutions to address these scenarios.
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Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference
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3.20pm-4pm – Streamed
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Case Study 3: Family Business Facing Demanding ATO and Creditors (Part 1)
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Case Review (15 mins): Addressing the pressures on family businesses from creditors.
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Key Issues (15 mins): Identifying critical asset protection strategies.
4.00 PM: End of Day One
6.30pm
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Dinner @ CoCo Tam’s
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Monday 7th Oct @Koh Tao Meeting Room
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9am - 9.30am – Streamed
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SAPEPAA AGM
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Annual General Meeting for SAPEPAA members.
9.30am - 10.30am – Streamed
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Case Study 3: Family Business Facing Demanding Creditors and ATO (Part 2)
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Group Work (25 mins): Develop protection plans to shield the business and family wealth.
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Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.
10.30am- 10.50am
Morning Tea break
10.50am - 12.05am – Streamed
Case Study 4: Blended Families
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Case Review (15 mins): Issues in protecting wealth for blended families.
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Key Issues (15 mins): Discussion of strategies to address family disputes and protect assets.
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Group Work (25 mins): Develop protection strategies for blended families.
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Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.
12.05pm-12.35am – Streamed
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Sponsor Session: Clayton Wood - Seamless
12.35pm - 1.35pm
Lunch Break Thin Tai Restaurant
1.35pm - 2.50pm – Streamed
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Case Study 5: International Instafamous setting up in Singapore
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Case Review (15 mins): Challenges of managing and protecting assets across multiple jurisdictions.
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Key Issues (15 mins): Discussion on legal, tax, and estate planning complexities for international assets.
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Group Work (25 mins): Develop a comprehensive strategy for protecting and managing international assets.
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Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.
2.50pm – 4pm – Streamed
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Case Study 6: The Protector on Death
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Case Review (15 mins): What happens when the loan to a Protector borrower when the borrower dies – plus the option, what are the accounting entries/
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Key Issues (15 mins): Discuss the complexities of death and the Protector and protecting the interests of all parties involved.
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Group Work (25 mins): Develop strategies for managing the Protector on death and protecting the wealth within the context of family dynamics.
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Group Presentation (20 mins): Presentation by one group chair followed by a Q&A session with the conference.
4pm
End of Day 2 and Conference
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6.30pm – 9pm
Gala dinner and Awards – Guilty Restaurant