10 Points in One Day
For those looking for the one-stop-shop, look no further. Hear from the Legal Profession Conduct Commissioner and gain your required Ethics, Practice Management, Professional Skills and Bullying, Discrimination & Harassment CPD units in one go. This seminar will equip you with practical strategies and skills necessary take your practice to the next level. Have all your CPD needs met and enjoy the convenience of our 10 points in one day. 233S01
Description
Attend and earn 10 CPD units including:
6 units in Substantive Law
1 unit in Practical Legal Ethics
1 unit in Practice Management or Business Skills
1 unit in Professional Skills
1 unit in Bullying, Discrimination and Harassment
This program is based on SA legislation
Session 1
Trusts, Wills and Family Law Roundup
Chair: Julie Van der Velde, Principal, VdV Legal; 2017 Taxation Institute Chartered SME Tax Adviser of the Year; Best Lawyers 2022, Tax Law and Trusts and Estates; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2022
7.30am to 8.30am 10 Things I Hate About Your Trust Deed
- Critical issues: not just drafting preferences
- Real examples from SA in the last 10-20 years
- De-identified, but true to the original
- Why these issues matter
- How to improve
Presented by Adrian Cartland, Principal, Cartland Law
8.30am to 9.30am Wills Directions (and Why They are Needed)
- Letters of wishes
- Dealings with trust property
- Dealings in corporate shares (or units in unit trust)
- Triggering early capital gains taxes
- Feuds with disappointed beneficiaries
- Classes of assets
- Balancing of beneficiary interests
Presented by Dr Campbell Rankine, Principal, Dr Campbell Rankine
9.30am to 10.30am Family Law Update: Major Cases You Need to Know
Examine key recent cases in family law that you need to know to provide the best possible advice to your clients.
Presented by Rose Cocchiaro, Managing Director, Resolve Divorce; Accredited Specialist in Family Law; Recommended Family & Divorce Lawyer, Doyle’s Guide 2022
10.30am to 10.45am Morning Tea
Session 2
Employment, Property and Contracts Must-Knows
Chair: David Hopkins, Director, Brown & Associates
10.45am to 11.45am Employment Law Update
One of the biggest recent developments in employment law has been the introduction of the Albanese Government’s Fair Work Legislation Amendment (Secure Job, Better Pay) Bill 2022 which was tabled in the Federal Parliament on 27 October 2022. This session aims to discuss the implications of this Bill, its progress (noting the Albanese Government is hoping the Bill will be passed by the time Parliament rises for the summer break on 1 December 2022), the fast-tracked Senate inquiry, and how the Bill will impact the existing employment law landscape, including the capacity for employees to request flexible working arrangements, restrictions to fixed term contracts, prohibition of pay secrecy clauses, pay equity, impacts on bargaining and enterprise agreement making, and recovering underpayments.
Further changes have been proposed regarding casual employment and “employee-like” workers, amongst other matters. This session may be able to cover these changes depending on the timing of their introduction.
Presented by Emily Slaytor, Special Counsel, Piper Alderman; Rising Star Employment & WHS, Doyle’s Guide 2022
11.45am to 12.45pm Property Law, Leasing Update and Future of Renewable Energy: Critical Cases & Recent Trends
Hear what the developments in the past 12 months of cases mean for your clients and how you can prepare your practice.
Presented by Chris Kelly, Partner, Thomson Geer; Best Lawyers 2023, Leasing Law; Recommended Property & Real Estate Lawyer, Doyle’s Guide 2021
12.45pm to 1.45pm Contract Disputes and Dispute Resolution Clauses
- How to structure the contract to avoid disputes escalating and to manage the process
- When, and how, do I include mediation, conciliation, expert determination, arbitration or litigation?
- The effect and enforceability of these clauses
- Are there limitations on the subject matter?
- Other alternative dispute resolution mechanisms
Presented by Andrew Robertson, Partner, Piper Alderman; Leading Construction & Infrastructure Litigation Lawyer, Doyle’s Guide 2021
Session 3
Required CPD Activity: All Your Units in One Session
Chair: Wendy Jones, Partner & Head of Office, Dentons; Leading Insolvency & Restructuring Lawyer and Commercial Litigation & Dispute Resolution Lawyer, Doyle’s Guide 2020
Practical Legal Ethics
2.15pm to 3.15pm Estate Management: The risks of wearing more than one hat
In 1734, Lord Talbot expressed the view that: a trustee, executor, or administrator, shall have no allowance for his care and trouble. This became the “general rule” and remains good law today. It is good law because the general rule recognises the clear and obvious conflict which may arise been interest and duty. Charging clauses are almost as old as the general rule and yet, despite near infinite legal authorities designed to fashion clear and effective words, continue to appear in ambiguous and uncertain form to the disadvantage of estate and practitioner alike. Commissioner Keane will discuss some of the risks posed by taking on more than one role under a will.
Presented by Anthony Keane, Commissioner, Legal Profession Conduct Commissioner
Bullying, Discrimination and Harassment
3.15pm to 4.15pm Respect at Work
The introduction of the Respect at Work Bill in late 2022 reflected the Federal Government’s election commitment to implement legislative amendments to address the outstanding matters raised in the Respect@Work Report released in 2021.
This session aims to provide an update on the progress of the Bill, and a provide practical insight into how it will impact the bullying, harassment and discrimination landscape in Australia.
Presented by Amanda Green, Legal Practitioner Director, AiGroup Workplace Lawyers
4.15pm to 4.30pm Afternoon Break
Professional Skills
4.30pm to 5.30pm Contract Drafting Tips and Traps
- Contract formation: battle of the forms
- Contract structure, including special conditions
- Inconsistencies
- Boiler plate clauses
- Drafting principles
- Rules of contract interpretation and example clauses
Presented by Evyenia Walton, Special Counsel, DW Fox Tucker
Practice Management or Business Skills
5.30pm to 6.30pm Setting and Achieving Goals in your Legal Practice
- Why we need goals
- Types of goals and when to use them
- Bridging the gap
- Monitoring your progress
- The 'secret sauce' to help you achieve your goals
Presented by Shelley Dunstone, Founder and Director, Legal Circles Consulting
Presenters
Julie Van der Velde
Julie Van der Velde is the principal of a specialised commercial law firm, VdV Legal and has degrees in Business and Law and a Masters of Taxation Law. With over 20 years' experience advising South Australian businesses her practice focuses on taxation and trust law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and intergenerational transfers. Julie is a registered Trust and Estate Practitioner, a Chartered Tax Advisor and a Fellow of CPA Australia. She has facilitated on the Law Society of South Australia's GDLP program, is regularly a Recommended Tax Lawyer and a Recommended Wills, Estates and Succession Planning Lawyer in Doyle's Guide and is the Taxation Institute's SME Chartered Tax Advisor for 2017.
Adrian Cartland
A taxation and commercial lawyer, Adrian Cartland specialises in devising novel solutions to complex trust, equity, partnership and contract law issues and transactions. He is experienced in all the State taxes, particularly stamp duty and land tax, and advises across the full range of Federal taxes including Income Tax, Capital Gains Tax and GST, as well as Not-for-Profit tax concessions. Adrian prepares high level tax and commercial documentation for complex structures and transactions as well as dealing with revenue authorities and other parties about those structures and transactions. Where required, he pursues taxation disputes to higher authorities. He also advises on superannuation and general commercial agreements.
Dr Campbell Rankine
Dr Campbell Rankine is an Adelaide based sole practitioner practising taxation and commercial law., He has practised law for the past 32 years, specialising in revenue law, with an emphasis on taxation of cross-border transactions, stamp duty, superannuation and ETP advices, often advising other law firms and accountants. Prior to admission he practised for 14 years as a Chartered Accountant., Campbell holds a Bachelor of Accounting and a Bachelor of Laws (Hons). His post graduate qualifications include a Master of Laws (Commercial) and a Masters of Taxation. In 2009 he was awarded a PhD by the University of New South Wales. His doctoral dissertation examined and undertook a critical analysis of the treatment under Australian revenue law of the taxation of trusts and their beneficiaries., He is Chairman of the South Australian branch of the Society of Trust and Estate Practitioners, a Director of STEP Australia and past-chair of the Specialist Discussion Group (SA) of The Tax Institute. Campbell delivers professional development sessions addressing technical taxation and stamp duty to senior tax practitioners across Australia.
Rose Cocchiaro
Rose Cocchiaro is the founding partner of Resolve Divorce, a specialist family law firm impacting divorce experiences, for good. Rose is an accredited specialist in family law, a certified divorce coach and conflict resolution specialist. Resolve practices family law in a unique way that positively influences couples and families as they heal and grow, setting up clients to achieve life goals by supporting their emotional journey as well as their legal one. Rose has studied the practice of alternative dispute resolution options nationally and internationally and has drawn on this experience to create methods and practices within the firm to give clients specialist advice and support to achieve their best outcome.
David Hopkins
David Hopkins obtained his law degree from the Flinders University of South Australia and was admitted to practice in September 1998.Since July 2007, David Hopkins has been a partner at Brown & Associates Commercial Lawyers, a firm which practices predominantly in commercial property law. Prior to this David worked at O'Loughlins Lawyers for 8 years, practising in property and estate planning law. David currently acts for the owners of numerous retail shopping centres, office buildings and industrial properties throughout South Australia. David also acts for tenants, including franchisors that lease multiple tenancies and sub-let them to franchisees. David also maintains a practice in estate planning and estate administration law. David is a member of the Law Society's Property Committee and the Succession Committee and the Property Council of Australia.
Emily Slaytor
Emily joined Piper Alderman as a Special Counsel in 2021, after having relocated to Adelaide from Sydney where she worked for a specialist employment law firm.She has around 10 years’ experience practicing as an employment and industrial relations lawyer, assisting and advising employers on how to manage their legal obligations and risks, and navigate employment-related issues.Emily has acted for a diverse range of employers across both the private and public sector, at a national level. She has conducted numerous investigations for clients in relation to bullying and harassment matters and internal employment disputes, and regularly assists clients in the areas of managing long and short term injured workers, difficult workers compensation claims, performance management and disciplinary issues, discrimination and harassment, as well as unfair dismissal and general protections claims.
Chris Kelly
Chris practises in a diverse range of property law, with a strong focus on leasing and major commercial acquisitions as well as renewable energy and infrastructure projects. Chris regularly acts for vendors, purchasers, landlords, tenants and developers. He has expertise in the preparation of numerous property documents with varying levels of complexity including contracts for sale, leases, easements, encumbrances, land divisions and caveats. He also regularly undertakes property related due diligence. Chris has been recognised by his peers as one of the Best Lawyers in Australia in the area of Leasing law (2020 and 2021). Chris has also been recognised by Doyle's Guide in 2019 and 2020 as a recommended Property and Real Estate Lawyer. He was also recommended by Doyle’s Guide in Health and Aged Care in 2019 and previously as a National Rising Star in the Property & Real Estate space in both 2016 and 2017. In 2019 Chris was a finalist in the Property Council of SA's Young Property Professional of the Year awards. Chris has guest lectured at Flinders University of South Australia and regularly speaks at property seminars for the Property Council of Australia and the Australian Property Institute. He holds a commerce degree with a major in accounting and currently sits on the SA Property Council's Diversity Committee.
Andrew Robertson
Andrew Robertson has been a partner at Piper Alderman for over 20 years and has acted for clients in complex disputes for almost 30 years. He has resolved disputes in multiple jurisdictions, for clients across a range of industries, and effectively utilised multiple dispute resolution mechanisms. In addition to acting for parties in disputes he is qualified and experienced in resolving disputes as the neutral dispute resolver in alternative dispute resolution (ADR) mechanisms, including as mediator, arbitrator and expert determiner. He is an NMAS accredited mediator and Grade 1 (the highest grade) Resolution Institute arbitrator. He is a Fellow of multiple ADR bodies in Australia and overseas. He has presented papers at national and international conferences on dispute resolution and contract law. He is a former National Councillor of the Institute of Arbitrator and Mediators (now the Resolution Institute). He is a founder, former director and former Chair of the Society of Construction Law Australia. He is a member of the Law Society’s ADR Committee and has chaired and presently co-chairs the International Legal Practice Committee. Andrew has Bachelor degrees in Law, Economics and Commerce from the University of Adelaide and a Master of Construction Law from the University of Melbourne. He is also a qualified accountant (Fellow of CPA Australia).
Wendy Jones
With her pragmatic approach, exacting technical skills and leadership ability, organisations including financial institutions, manufacturers, wine makers and retirement villages, benefit from Wendy's proven commercial litigation expertise. For over 20 years, Wendy has worked successfully and tenaciously on large and complex litigation matters, including some of Australia's largest audit negligence claims, as well as contract and product liability disputes, and trade practices issues. Her special interest in insolvency law means Wendy's advice is regularly sought on voluntary administrations, deeds of company arrangement, liquidators' recovery and investigation powers, secured creditor rights, priority issues and proofs of debt. Wendy's involvement with financial institutions is extensive. She advises and supports them on diverse matters ranging from cheque conversion, mistaken payments, misrepresentation, fraud, forgery, and bank systems and procedures, to terms and conditions of bank products, bank fees and charges, guarantees, access to banking records and debt recovery, including regarding obligations under Code of Banking Practice.
Anthony Keane
Anthony Keane commenced his role as South Australia’s second Legal Profession Conduct Commissioner on 1 August 2022.Commissioner Keane is an experienced and well regarded practitioner having worked in the legal profession for more than 20 years both in private and public practice and as solicitor and as counsel. Commissioner Keane previously practised across a wide range of practice areas particularly focussing on industrial and employment law, personal injury and medical negligence and coronial inquests.In his time with the Crown Solicitor’s Office, the Commissioner appeared in most South Australian courts and tribunals as well as the Federal Circuit and Family Court of Australia, the Federal Court of Australia, and the High Court of Australia. In addition, the Commissioner is experienced in mediation and other forms of alternative dispute resolution.The Commissioner looks forward to continuing the important regulatory work of his role.
Amanda Green
Amanda joined Ai Group Workplace Lawyers – a specialist employment law firm affiliated with peak employer association, Australian Industry Group - as a Legal Practitioner Director in 2017, Prior to that, she worked for well-known South Australian law firm Norman Waterhouse for over a decade. In her dual role as Legal Practice Director and Principal Advisor, she provides timely, practical and commercially focussed legal advice and consulting services. She has represented South Australian employees, employers, private businesses and the public sector, in particular Local Government councils. She has worked across all aspects of human resources, employment relations and industrial relations, with expertise spanning enterprise agreements, contracts, award interpretation and application, policies and procedures, workplace health and safety, investigations, and discrimination. She has a keen interest in the employee-employer relationship, and recently attained a Master of Psychology (Organisational and Human Factors) to complement her professional background, experience and interests.
Evyenia Walton
Evyenia graduated Flinders University in 2003 with a Bachelor of Laws and Legal Practice and a Bachelor of Arts majoring in Criminal Justice and Sociology. She has worked in-house since 2004 in technology companies specialising in intellectual property protection, and again in 2009 where she worked for UniSA as an in-house lawyer for 7 years specialising in contract reviews and drafting, commercial matters and intellectual property and commercialisation. Evyenia has also worked for the Department of Defence in Melbourne where she assisted in the negotiation in some of Australia’s largest procurement contracts, and worked in a top tier firm prior to her in-house role at UniSA.Evyenia is passionate about helping people and businesses achieve their goals. Since starting Interpret Contracts in 2015, she has worked on several complex transactions including the purchase of a franchise system in 2019 and more recently, the sale and purchase of a multimillion dollar transport company. She is personable and relatable to her clients as a business owner herself, and knows the juggling act of life with three small children and a busy family life.
Shelley Dunstone
Shelley is the founder and Principal of Legal Circles, a consulting practice that helps lawyers to achieve their business and career aspirations. She helps lawyers to build profile and attract more of the work they want to do, from clients they like to work with. Admitted as a lawyer in 1981, Shelley practised in a wide variety of legal fields before specializing in commercial litigation and becoming a law firm partner. In addition to Law, Shelley holds qualifications in Marketing and Applied Finance. She is a Life Member of the Australian Legal Practice Management Association, an Adjunct Lecturer with the College of Law, and a former Chair of the Senior Lawyers Committee of the International Bar Association. Shelley has written for numerous law firm management books and journals, and has presented at conferences around Australia and internationally – in Buenos Aires, Madrid, Dubai, Vancouver, Boston, Vienna, Washington, Tokyo, Boston, Rome and Seoul.
Venue
Hilton Adelaide
Level 2, 233 Victoria Square
Adelaide 5000
SA
Australia
Parking information
Due to COVID restrictions, Hilton Adelaide no longer offers valet parking service for the time being and there is no on-site parking available, however there are plenty of public carparks in the surrounding area for attendees to use.
Some of the closest and most popular carparks are the following:
- Mill Street Auto Park (multi storey carpark)
- Mill Street Wilson Parking (street parking)
- Central Market UPark (multi storey carpark)
Directions
Hilton Adelaide is centrally located in Victoria Square on the corner of King William Street and Grote Street.
Getting around the city is easy with the free City Tram, taking you between South Terrace and The Entertainment Centre. Delegates can catch the city tram at Hilton Adelaide’s doorstep.