Shareholder Agreements Intensive

Back by popular demand, an intensive workshop covering everything from Structuring entities, through to exit strategies, disputes and business succession and its 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.

Thursday, 12 February 2026

Early Bird Discount ends 19 Dec 2025
11.15am to 12.15pm Business Succession Planning Using Shareholder Agreements

 

  • 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

12.15pm to 1.15pm Shareholder & Director Disputes: What can Happen with a Good Shareholders Agreement

 

  • Access to company books and records
  • Oppressive conduct
  • Statutory derivative action

Presented by Tony Peterson, Partner, Roberts Crosbie Mortensen Lawyers

Chair:

John Graves, Principal, Bradfield & Scott Lawyers; Accredited Specialist in Business Law & Property Law

Description

Attend and earn 4 CPD units in Substantive Law
This program is applicable to practitioners from all States & Territories 

11.00am to 11.15am Morning Break
9.00am to 11.00am Practical Workshop: Structuring Entities, Entry and Exit Strategies

 

  • 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

Presenters

John Graves, Principal, Bradfield & Scott Lawyers
John is a Commercial Lawyer at Finns, providing a broad range of corporate, commercial and property legal services to a number of industries including the information technology and other technology industries, accountants and their clients, property and development industry, transport and tourism industries and a number of others. He specialises in Business Law and Property Law.

Tony Peterson, Partner, Roberts Crosbie Mortensen Lawyers
Tony 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 admitted to practice in both the UK (2002) and NSW (2004) and has practised extensively in both jurisdictions. Holly has recently returned from three years in the UK, where she was a partner in a regional city firm, and joins Finns with wide-ranging experience acting for local, national and international companies, SMEs, tech start-ups and property developers in their Commercial Law requirements. Holly’s practice includes drafting and advising on commercial contracts including services and supply agreements, employment-related contracts, shareholder agreements, terms of business, business sales, intellectual property matters, option and management agreements, joint ventures, franchising, employee share option incentive schemes and property-related commercial matters including leases, indemnity deeds and licences. Clients appreciate Holly’s friendly demeanour, her ability to firmly negotiate and hone contract terms to their benefit, and her practical and business-centric guidance.

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.

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Shareholder Agreements Intensive

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Single Session
Thursday, 12 February 2026
9.00am to 1.15pm Australia/Sydney
CPD Points 4
$505.00
USE EB26230 Promotional Code at the Checkout | $353.50
Online 20251021 20260212

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