Tuesday, 4 March 2025
Can You Protect a Trust from Family Law Proceedings?
Explore the intersection of trust structures and family law. Leona and Simon Bennett examine strategies, risks, and recent cases on whether – and how – trust assets can be protected in family law disputes.
Presented by Leona Bennett, Managing Partner, Southern Waters Legal; Accredited Specialist Family Law and Simon Bennett, Managing Director, Southern Waters Legal
Description
Attend and earn 1 CPD hour in Substantive Law
This program is applicable to practitioners from all States & Territories
Chair
Matthew McKee, Partner, Brown Wright Stein Lawyers
Presenters
Matthew McKee, Partner, Brown Wright Stein Lawyers
Matthew McKee is an experienced tax and trusts lawyer who provides tax and commercial related advice to accountants, financial planners, SMEs and private clients. Matthew advises on income tax, capital gains tax, fringe benefits tax, GST, stamp duties, payroll tax and superannuation law. Matthew has a particular expertise on the tax issues associated with trusts. Matthew regularly provides advice on the structuring of businesses and family wealth through discretionary trusts and unit trusts.
Leona Bennett, Managing Partner, Southern Waters Legal
Leona heads up the Family Law team at Southern Waters Legal. Leona graduated from the University of Wollongong with degrees in Psychology (Honours) and Law (Honours). Leona is also an Accredited Specialist in Family Law and is a trained Family Law Collaborative Solicitor. Added to her resume is that she had the pleasure of teaching Family Law at the University of Wollongong in 2010 and 2011. Leona has practiced in the area of Family Law within the Sutherland Shire since 2001. She is dedicated to helping her clients get through one of the toughest times in their lives, separation. Leona is passionate about this area of practice and truly believes that the right lawyer can help someone get through separation by listening to what they need from an emotional and financial perspective and applying the ever-changing law to their individual circumstances. In her practice, you are not just a legal matter or a file, but an individual to be assisted and respected. Leona helps clients find the right resolution for their unique situation, and is conscious of the need to resolve disputes in Family Law by negotiation and mediation before considering litigation. Outside of Southern Waters Legal, Leona enjoys spending time with her beautiful family and playing sport, having had the honour of representing Australia in Oztag.
Simon Bennett, Managing Director, Southern Waters Legal
Simon Bennett is the Managing Director of Southern Waters Legal, a firm he co-founded in 2009 to provide expert legal advice with the accessibility and affordability often missing from larger firms. With over 20 years of experience, Simon specializes in business law, taxation, estate incapacity, and succession planning. Simon is also a Chartered Tax Advisor, offering advice on asset protection and structuring. He holds a Master of Laws from the University of New South Wales and a Master of Commerce from the University of Wollongong. Prior to founding Southern Waters Legal, Simon worked at a national law firm in Sydney. Known for his solutions-focused approach, Simon enjoys building friendly relationships with his clients. Outside of his legal practice, Simon is passionate about rugby union and loves spending time with his family.
Tuesday, 4 March 2025
Can You Protect a Trust from Family Law Proceedings?
Explore the intersection of trust structures and family law. Leona and Simon Bennett examine strategies, risks, and recent cases on whether – and how – trust assets can be protected in family law disputes.
Presented by Leona Bennett, Managing Partner, Southern Waters Legal; Accredited Specialist Family Law and Simon Bennett, Managing Director, Southern Waters Legal
Description
Attend and earn 1 CPD hour in Substantive Law
This program is applicable to practitioners from all States & Territories
Chair
Matthew McKee, Partner, Brown Wright Stein Lawyers
Presenters
Matthew McKee, Partner, Brown Wright Stein Lawyers
Matthew McKee is an experienced tax and trusts lawyer who provides tax and commercial related advice to accountants, financial planners, SMEs and private clients. Matthew advises on income tax, capital gains tax, fringe benefits tax, GST, stamp duties, payroll tax and superannuation law. Matthew has a particular expertise on the tax issues associated with trusts. Matthew regularly provides advice on the structuring of businesses and family wealth through discretionary trusts and unit trusts.
Leona Bennett, Managing Partner, Southern Waters Legal
Leona heads up the Family Law team at Southern Waters Legal. Leona graduated from the University of Wollongong with degrees in Psychology (Honours) and Law (Honours). Leona is also an Accredited Specialist in Family Law and is a trained Family Law Collaborative Solicitor. Added to her resume is that she had the pleasure of teaching Family Law at the University of Wollongong in 2010 and 2011. Leona has practiced in the area of Family Law within the Sutherland Shire since 2001. She is dedicated to helping her clients get through one of the toughest times in their lives, separation. Leona is passionate about this area of practice and truly believes that the right lawyer can help someone get through separation by listening to what they need from an emotional and financial perspective and applying the ever-changing law to their individual circumstances. In her practice, you are not just a legal matter or a file, but an individual to be assisted and respected. Leona helps clients find the right resolution for their unique situation, and is conscious of the need to resolve disputes in Family Law by negotiation and mediation before considering litigation. Outside of Southern Waters Legal, Leona enjoys spending time with her beautiful family and playing sport, having had the honour of representing Australia in Oztag.
Simon Bennett, Managing Director, Southern Waters Legal
Simon Bennett is the Managing Director of Southern Waters Legal, a firm he co-founded in 2009 to provide expert legal advice with the accessibility and affordability often missing from larger firms. With over 20 years of experience, Simon specializes in business law, taxation, estate incapacity, and succession planning. Simon is also a Chartered Tax Advisor, offering advice on asset protection and structuring. He holds a Master of Laws from the University of New South Wales and a Master of Commerce from the University of Wollongong. Prior to founding Southern Waters Legal, Simon worked at a national law firm in Sydney. Known for his solutions-focused approach, Simon enjoys building friendly relationships with his clients. Outside of his legal practice, Simon is passionate about rugby union and loves spending time with his family.