As a member of a family business with a material impact on the direction and strategy of the business, it is important you know your role and meet your legal responsibilities, as you may be as liable as any director on the board.
This workshop aims to enable small and family business owners to grasp fundamental knowledge and capability in areas relating to legal aspects of participation in a family business, critical to carrying out their roles and obligations as office holders and business owners.
Specific Objectives
This workshop will enable participants to:
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Understand what how the legal framework intercepts with governance.
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Why owning and running a family business are distinct and attract different legal responsibilities.
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Why every family member in and out of the business needs to understand the impact of legal responsibilities and governance.
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An introduction to the key areas of personal and commercial risks in a legal context.
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Be able to identify gaps in their current legal governance knowledge to assess further skills and steps needed to be taken to ensure compliance and understanding of obligations
*Please note that these workshops are for family business owners in South Australia only.
Who should attend
- Small and family business owners in South Australia
Facilitators
Kasia has assisted families comprehensively re-structure the way they hold assets in a tax-effective and protective manner, assisted families to put in place comprehensive succession plans and has undertaken complex property transactions, often in conjunction with other trusted family advisors. Kasia has experience in advising individuals and families experiencing disharmony and conflict, both within the family group and with external parties.
Kasia understands that in family enterprises, legal issues are multi-faceted and need to take into account family dynamics, existing investment and business structures, as well as competing personal goals. Kasia provides pragmatic and effective guidance and legal support to families and individuals who face these unique challenges.
Andrew has a broad skillset, based on a diversity of professional experience. He has worked as a tax accountant (with a Big 4 firm), as a merchant banker (in structured finance with Macquarie Bank), and as a lawyer (in national and international practices in Australia and the United Kingdom). Since returning to Australia in 2001, he has run his own boutique law practice with offices in Sydney and Adelaide.
These days Andrew applies his considerable technical skills and experience to assist a particular type of client: entrepreneurs and investors. These range from small start-ups, to major international businesses – with the common thread being an entrepreneur or family at the centre of the enterprise.
An initiative of the Government of South Australia’s Office for Small and Family Business and the South Australian Small Business Strategy 2023 – 2030.
Click here to view the terms and conditions.
Please contact the office on 1800 249 357 or education@familybusiness.org.au if you have any questions or need assistance registering for this event.
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