Back by popular demand, an intensive workshop covering everything from structuring entities, through to exit strategies, disputes and business succession and the tax implications within such structures. Gain essential information, practical strategies and insights that will steer you in the correct direction when advising your business clients throughout the life-cycle of the entity.
- A look at succession planning from a commercial/tax lens
- Structuring a buy/sell agreement, whether incorporated within the shareholders agreement or as a standalone agreement
- Insurance funding and ownership
- Tax implications
Presented by Amanda Comelli, Partner, Brown Wright Stein Lawyers; Accredited Specialist in Business Law
- Access to company books and records
- Oppressive conduct
- Statutory derivative action
Presented by Tony Peterson, Partner, Roberts Crosbie Mortensen Lawyers
Attend and earn 4 CPD units in Substantive Law
This program is applicable to practitioners from all States & Territories
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
- Structuring entities
- Structuring of companies and business entities
- Governance and control of the entity
- Financing of an entity’s business objectives
- Determination of that entity
- The importance of Shareholder Agreements generally
- Shareholder entry & exit strategies
- Non-compete, confidentiality and restraint
- Managing the process by drafting and other methods
- Strategies to minimise difficulties
- Precedent clauses: Which ones work and why?
Presented by David Perkins, Consultant Solicitor & Notary Public, and Holly Brewster, Senior Associate, Finn Roache
Simon Griesz, Partner, Brown Wright Stein Lawyers
Presenters
Tony Peterson, Partner, Roberts Crosbie Mortensen LawyersTony is an Accredited Specialist in Commercial Litigation with a sub specialty in Corporations Law. He has a decade of experience representing clients in complex commercial disputes often involving Directors, Shareholders and litigation in the State and Federal Courts of Australia. Tony is an Accredited Specialist in Commercial Litigation with considerable big firm experience working both autonomously and as part of a large team on multi-million dollar, complex commercial disputes. He has an active practice advising high net wealth individuals with all aspects of their business dealings and a keen interest in legal issues arising from the financial services industry including investigations by ASIC and white-collar crime prosecutions.
David Perkins, Consultant Solicitor & Notary Public, Finn Roache
David specialises in corporate law, capital raising and commercial law, adding significant depth to Finns corporate and commercial practice. With a background in banking law where he was the chief legal officer and company secretary for an international bank, David has been in private legal practice in the financial services industry in his own firm since 2002. His practice entails many other areas of general commercial law including corporate and commercial advice, corporate governance and compliance, board best practice, equity transactions, debt financing, financial services industry regulation and financial product development.

Holly Brewster, Senior Associate, Finn Roache
Holly is a corporate/commercial lawyer who has, over the past 20+ years, practiced in Sydney, London and internationally. She has also established and operated successful business ventures outside the legal realm. Holly’s extensive legal knowledge coupled with her on-the-ground experience as an entrepreneur gives her an innate ability to understand the realities of the business environments in which her clients operate and to approach any given legal issue from a commercial standpoint. She acts for companies at every stage of development, whether start-up, SME, internationally scaling business or established multinational, as well as NGOs, associations, individual directors and investors. Holly advises on all aspects of business law, including shareholder agreements, directors’ duties/compliance, share/business sales & purchases, employee share option incentive schemes, terms of business, service agreements (including IT and SAAS contracts), joint ventures, competition law, data protection, intellectual property, property-related commercial transactions, and employee matters.

Amanda Comelli, Partner, Brown Wright Stein Lawyers
Amanda Comelli is a Law Society of NSW Accredited Specialist in Business Law and currently sits on the Law Society's Specialist Accreditation Advisory Committee for Business Law. With more than 15 years' experience as a business lawyer, Amanda provides commercial and corporate law, tax law and estate planning advice to businesses and business owners. Amanda likes to keep her practice broad, to provide her clients with well-rounded and practical legal advice. Amanda has acted for a range of clients including both private and public companies, accountants, financial planners, retailers, business owners, manufacturers, individuals (including high net worth individuals) and not-for-profit organisations. She is also a founder of the Women in Tax Discussion Group, which is hosted monthly by Brown Wright Stein, as a forum for female tax professionals to meet and discuss recent key changes in tax law in a relaxed and supportive environment.
Simon Griesz, Partner, Brown Wright Stein Lawyers
Simon Griesz is a Partner at Brown Wright Stein and has over the last 30 years developed in depth experience in commercial law which has been enhanced with experience in litigation and dispute resolution law. Simon acts on behalf of owner managed businesses, national companies, retail businesses and investors in various industries, including retail, property, manufacturing and financial services. He advises clients in various areas including: Mergers and acquisitions; General commercial transactions, including, shareholder agreements, joint ventures, partnerships and loan and security documents; Corporations law; Consumer protection law. Simon enjoys guiding clients to achieve their desired business goals and taking a collaborative approach, working with clients and their other professional advisers and providing them with practical solutions. He takes pride in providing quality professional advice and service to help clients to obtain practical outcomes to challenging problems and plan strategically for the future. When the GFC hit and banks got tough refusing to rollover finance for commercial property, Simon guided some of his small business clients in successfully dealing with banks that were aggressively seeking to take possession of their commercial properties. When commercial disputes arise or regulatory investigations are undertaken, Simon assists clients to reach a commercial resolution, rather than go down the path of litigation, which is expensive and time consuming for clients. His experience enables him to provide practical advice and solutions.