CPD Webinar - Why Asset Protection Strategies Fail

1 CPD Unit – Substantive Law

Choosing the right business structure is an important first step in developing an effective asset protection strategy. However, what many businesses forget is that asset protection does not end with selecting an appropriate business structure and then forgetting about it.

In our upcoming webinar, Why Asset Protection Strategies Fail, you are invited to join Phil Davie and Shannon O'Connor, both Directors in Restructuring & Recovery at RSM Australia, as they share the secrets of what it takes to implement an effective asset protection strategy and why set and forget strategies are doomed to fail.

This webinar offers a valuable insight from the perspective of a Liquidator and a Bankruptcy Trustee as to how they may seek to unravel common asset protection strategies and structures and what can be done to prevent this from happening.

In the webinar, Phil and Shannon will take you through:

• The three key pillars of effective asset protection: structure, timing and behaviour;
• Practical insights into asset protection strategies;
• When and how transactions can be unwound in liquidation or bankruptcy (and why timing matters);
• Real world perspective on liquidator and trustee powers, including recovery actions and examinations; and
• Key takeaways for advisers and business owners on protecting personal wealth and managing business risk.

This webinar is suitable for accountants, lawyers and other professional advisers. It is pitched at an intermediate level and assumes a basic knowledge of business structures. It is a unique opportunity to question insolvency practitioners in respect of the additional powers they hold to gain access to documents and examine relevant parties (including accountants and advisors).

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD Unit, CPD Obligation Field 4 – Substantive Law. To ensure you receive your CPD Units for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Units are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Units.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD Units for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenters: Phil Davie & Shannon O’Connor
Restructuring and Recovery, RSM Australia

Phil Davie
Director – Restructuring and Recovery, RSM Australia

As a registered liquidator and experienced adviser, Phil specialises in collaborating with corporate and individual clients to guide them through periods of financial distress, aiming to achieve commercially viable outcomes.

Phil possesses a comprehensive approach to problem-solving, leveraging extensive knowledge and experience to navigate complex financial situations and facilitate optimal resolutions that align with the interests of all parties.

In addition to his technical skills and financial acumen, Phil's compassionate approach sets him apart in the industry. Clients appreciate his ability to listen, empathise, and provide support during difficult times, knowing that they have a trusted partner by their side every step of the way.

Shannon O’Connor
Director - Restructuring and Recovery, RSM Australia

Shannon brings with her a wealth of experience, having worked within the insolvency industry since 2010.

As a Bankruptcy Trustee with years of experience within the field, Shannon adeptly navigates complex financial situations, identifying and recovering assets and claims to achieve favourable outcomes for stakeholders.

Shannon is motivated by the opportunity to work with individuals, families, and their businesses during times of financial hardship and dispute to help them understand their financial circumstances, the options available to them, and the impact of these options.