Description
Attend and earn 1 CPD hour in Professional Skills
This program is applicable to practitioners from all States & Territories
Chair
Susan Pearson, Partner, Pearson Emerson: Accredited Specialist in Family Law
Professional Skills
Understanding Valuations in Family Law Matters: When, Why and What to Consider?
- Timing and basis for valuations:
- What are the obstacles to adopting a current or historical valuation? Which standard of value should you instruct the expert to adopt?
- Types of valuations: property pools may contain a mixture of assets and entities including businesses, employee share schemes, preference shares, earn out clauses and cryptocurrency
- How can you identify what is in the pool, the information to request and whether an asset may require an Expert assessment?
- Potential pitfalls:
- What are the tax consequences hidden in the valuation of assets?
- How do you deal with incomplete asset disclosures, or failure to account for debts and liabilities, which can skew the fair market value assessment of the property pool?
Presented by Jennifer Veitch, CA, Partner, Pilot Partners Chartered Accountants
Presenters
Jennifer Veitch, Partner, Pilot Partners
Jennifer has a commercial services background and continues to build her experience by participating in a range of assignments including business valuations, tracing exercises and commercial litigation. Jennifer also supports the Directors in industry specific valuations, independent expert reports and financial modelling.
Susan Pearson, Partner, Pearson Emerson
With over 35 years’ experience in family law, and as one of the first lawyers to be accredited as a family law specialist by the Law Society of New South Wales, Susan is consistently recognised as one of the leading family lawyers Australia-wide. In 2021 Susan was once again recognised in Doyle’s Guide to the Australian Legal Market as one of only five pre-eminent family lawyers in Sydney and one of only four leading family lawyers for high-value & complex property matters) in New South Wales. Susan is a Fellow of the International Academy of Family Lawyers (IAFL), and a Contributor to the World Bank Women, Business and the Law & Civil Society Organisation Reports.
