INSOLVENCY MASTERCLASS: DEALING WITH TRUSTS
1.5+ hours CPD/CPE for less than $66 per hour
Masterclass Webinar Recording
Register Now For Access
$149 (+GST**)
$149 (+GST**)
I’m very pleased to announce the first webinar in my Practical Insolvency Masterclass Series,
featuring Carrie Rome-Sievers of the Victorian Bar & Rob Hinton, Partner, Gadens Dealing with
Trusts.
Making sure that you identify and recover assets, making sure that you don’t deal with other
peoples’ assets, making sure you get paid, making sure that you don’t get swept up into litigation
when you don’t need to: part and parcel for the modern insolvency practitioner, but each of those
is made harder by the involvement of trusts!
featuring Carrie Rome-Sievers of the Victorian Bar & Rob Hinton, Partner, Gadens Dealing with
Trusts.
Making sure that you identify and recover assets, making sure that you don’t deal with other
peoples’ assets, making sure you get paid, making sure that you don’t get swept up into litigation
when you don’t need to: part and parcel for the modern insolvency practitioner, but each of those
is made harder by the involvement of trusts!
The very recent and important full Federal Court decision in Commissioner of Taxation v Lane gives
Carrie and Rob some significant new developments to discuss - for corporate practitioners: the
distribution of a trust asset recovered as a voidable transaction; - for personal insolvency
practitioners: the last word on the application of the Amerind and Killarnee principles) but the
Masterclass will covers than that:
Carrie and Rob some significant new developments to discuss - for corporate practitioners: the
distribution of a trust asset recovered as a voidable transaction; - for personal insolvency
practitioners: the last word on the application of the Amerind and Killarnee principles) but the
Masterclass will covers than that:
- Making sure you are able to recognise and anticipate the potential existence of a trust
situation, including trading trusts, special purpose trusts and claims by SMSFs
- Key principles of trust law and their practical ramifications
- What is a “bare trustee” and why does it matter?
- What happens if you exceed your powers as trustee?
- Dealing with “automatic ejection” clauses
- …and much more (as they say in the classics!)
Rob and Carrie take you through the recent and useful re Montpac Pty Ltd (in liquidation) and
Global Network Link Pty Ltd (in liquidation) which provides a useful case study about liquidators
who realised – several years later – that they had inadvertently acted outside the trust deed,
highlighting the importance of how you deal with trusts in the first instance. Are you in danger of
getting caught in this trap?
Rob and Carrie are two of my most popular presenters who work together to provide the different
and yet complementary perspectives of solicitor and barrister. They always get great feedback, so
it wasn’t hard to choose them to kick-off my masterclass series.
For more details, or to offer any of your suggestions, email me at [email protected]
or call me on 0405 136 001. I promise I will always listen to your needs and provide you with
training you want and need!
Rosie
Global Network Link Pty Ltd (in liquidation) which provides a useful case study about liquidators
who realised – several years later – that they had inadvertently acted outside the trust deed,
highlighting the importance of how you deal with trusts in the first instance. Are you in danger of
getting caught in this trap?
Rob and Carrie are two of my most popular presenters who work together to provide the different
and yet complementary perspectives of solicitor and barrister. They always get great feedback, so
it wasn’t hard to choose them to kick-off my masterclass series.
For more details, or to offer any of your suggestions, email me at [email protected]
or call me on 0405 136 001. I promise I will always listen to your needs and provide you with
training you want and need!
Rosie
CLICK THE BUTTON ABOVE FOR REGISTRATION FORM
OR
EMAIL ME A ‘YES’ HERE AND I’LL HELP WITH THE PAPERWORK
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Carrie Rome-Sievers
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Carrie is a commercial law Barrister practising primarily in the areas of insolvency and corporations law, equity and trusts, bankruptcy and
restitution. She is experienced in advocacy, pleadings and opinion work. She is also a nationally accredited mediator.
Carrie has advised and appeared for directors, liquidators, administrators and creditors in a range of matters. Areas of particular interest and recent
experience include trading trusts with corporate trustees in liquidation or receivership, failed unregistered managed investment schemes, fraud,
and Barnes v Addy and other claims against third parties in cases of misuse of corporate or trust property.
Carrie has written numerous articles and case reviews concerning these and other matters. They are publicly available and may be read on her
website www.carrieromesievers.com. Carrie is a long-standing member of Lonsdale Chambers in Melbourne, is a member of the Commercial Bar
Association of Victoria, the Insolvency and Reconstruction Law Committee of the Law Council of Australia, and WIRV – Women in Insolvency and
Restructuring Victoria.
Carrie has been named in the peer-reviewed Best Lawyers list for Insolvency and Reconstruction every year since 2016 to date, in Doyles Guide for
Victoria in two categories – for Leading Commercial Litigation and Dispute Resolution Counsel and Leading Insolvency and Restructuring Counsel -
every year since 2017 to date, and in Doyles Guide for Australia for Leading Insolvency & Restructuring Junior Counsel each year since 2019.
restitution. She is experienced in advocacy, pleadings and opinion work. She is also a nationally accredited mediator.
Carrie has advised and appeared for directors, liquidators, administrators and creditors in a range of matters. Areas of particular interest and recent
experience include trading trusts with corporate trustees in liquidation or receivership, failed unregistered managed investment schemes, fraud,
and Barnes v Addy and other claims against third parties in cases of misuse of corporate or trust property.
Carrie has written numerous articles and case reviews concerning these and other matters. They are publicly available and may be read on her
website www.carrieromesievers.com. Carrie is a long-standing member of Lonsdale Chambers in Melbourne, is a member of the Commercial Bar
Association of Victoria, the Insolvency and Reconstruction Law Committee of the Law Council of Australia, and WIRV – Women in Insolvency and
Restructuring Victoria.
Carrie has been named in the peer-reviewed Best Lawyers list for Insolvency and Reconstruction every year since 2016 to date, in Doyles Guide for
Victoria in two categories – for Leading Commercial Litigation and Dispute Resolution Counsel and Leading Insolvency and Restructuring Counsel -
every year since 2017 to date, and in Doyles Guide for Australia for Leading Insolvency & Restructuring Junior Counsel each year since 2019.
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Rob Hinton
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Rob is a Partner in Banking & Finance Group, Gadens, specialising in litigation, restructuring and insolvency. He has been involved in all aspects of
commercial litigation for over 30 years. Rob’s specific expertise lies in acting for administrators, deed administrators, liquidators, receivers,
creditors and company directors, as well as advising and acting for various financial and banking institutions. His work takes him to all jurisdictions,
from the Magistrates’ Court to the High Court, as well as VCAT.
His litigation experience includes applications to the Court for directions on various insolvency administrations, preference actions, proof of debt
adjudications and more generally, large commercial contractual disputes and Corporations Law proceedings. Rob has been involved in various
committees of the Law Institute of Victoria in the insolvency and reconstruction area for many years. He is often asked to lecture at industry
functions and seminars. Robert has been nominated as a “Best Lawyer” in the fields of Alternative Dispute Resolution and Insolvency and
Reconstruction by Best Lawyers for over ten years consecutively.
Specific assignments: Insolvency administrations – Pyramid Building Society, Comcorp Group, Sheen Panels Group, the Water Wheel Group, Ansett
Group, the Stockford Group, the Newmont Group, the Primelife Group, the Computer Power liquidation, the DFO group, and more recently the
Waratah Group collapse and Apex Minerals insolvent trading litigation. He advises Banks and other Financial Institutions in relation to recovery
and realisation strategies and legal obligations and rights including in relation to the appointment of Voluntary Administrators, Receivers and
Managers and Mortgagees in Possession.
commercial litigation for over 30 years. Rob’s specific expertise lies in acting for administrators, deed administrators, liquidators, receivers,
creditors and company directors, as well as advising and acting for various financial and banking institutions. His work takes him to all jurisdictions,
from the Magistrates’ Court to the High Court, as well as VCAT.
His litigation experience includes applications to the Court for directions on various insolvency administrations, preference actions, proof of debt
adjudications and more generally, large commercial contractual disputes and Corporations Law proceedings. Rob has been involved in various
committees of the Law Institute of Victoria in the insolvency and reconstruction area for many years. He is often asked to lecture at industry
functions and seminars. Robert has been nominated as a “Best Lawyer” in the fields of Alternative Dispute Resolution and Insolvency and
Reconstruction by Best Lawyers for over ten years consecutively.
Specific assignments: Insolvency administrations – Pyramid Building Society, Comcorp Group, Sheen Panels Group, the Water Wheel Group, Ansett
Group, the Stockford Group, the Newmont Group, the Primelife Group, the Computer Power liquidation, the DFO group, and more recently the
Waratah Group collapse and Apex Minerals insolvent trading litigation. He advises Banks and other Financial Institutions in relation to recovery
and realisation strategies and legal obligations and rights including in relation to the appointment of Voluntary Administrators, Receivers and
Managers and Mortgagees in Possession.
Wednesday 14th April
Masterclass 2:30pm - 4:00pm followed by Q&A
|
Early Registration Easter Deal
Ends 5pm Wednesday 7th April ONLY $99 (+GST) |
Registration After
5pm Wednesday 7th April $149 (+GST) |
Please provide name, organisation, phone number, how many registrations and names and email addresses of additional registrants.
Organised by: Rosie Traill for Traill & Associates Pty Ltd
Insolvency, Bankruptcy, Turnaround & Restructuring Conference Specialists.
ABN: 47085482533
www.traillandassociates.com
Registrations subject to Terms & Conditions below
* 1.5 hours of CPD/CPE may be claimed - additional points may be claimed depending on length of the post-presentation Q&A
**All prices exclusive of GST and any credit card charges
The contents of this Masterclass program are the copyright of Traill & Associates ©2021
They may not be copied, reproduced, viewed by multiple persons or distributed in any way, in whole or in part, without the express
prior written approval from Traill & Associates. Any unauthorised use of the materials, audio visual, or written abstracts or slides is
prohibited. Registrations are for individual use only, your unique link is recorded and logged and you agree that your login details
are not to be shared.
We do not share any of your personal information outside of what is necessary for us to process your registration and payment.
Insolvency, Bankruptcy, Turnaround & Restructuring Conference Specialists.
ABN: 47085482533
www.traillandassociates.com
Registrations subject to Terms & Conditions below
* 1.5 hours of CPD/CPE may be claimed - additional points may be claimed depending on length of the post-presentation Q&A
**All prices exclusive of GST and any credit card charges
The contents of this Masterclass program are the copyright of Traill & Associates ©2021
They may not be copied, reproduced, viewed by multiple persons or distributed in any way, in whole or in part, without the express
prior written approval from Traill & Associates. Any unauthorised use of the materials, audio visual, or written abstracts or slides is
prohibited. Registrations are for individual use only, your unique link is recorded and logged and you agree that your login details
are not to be shared.
We do not share any of your personal information outside of what is necessary for us to process your registration and payment.
TERMS & CONDITIONS
These terms govern your use of all information, audio/visual content including the webinars, documents, communications, files, text and graphics – all are referred to as ‘Materials’ made available to you by Traill & Associates or materials direct from the presenters whether by oral, visual, electronic or other means. Registrations are for individuals only .You agree that you will not forward or share your login details or share the contents of the as they are unique to you and will be verified.
Privacy
Your information is added to our delegate database to register you for this event and provide you with details of our training & events. We may also from time to time share your name and organisation only with event sponsors and speakers so they know who is in their audience and can deliver accordingly (subject to strict conditions). If you DO NOT wish to receive this information or have your details made available to any future sponsors please notify us via email [email protected]. Please note personal and credit card information is used solely for payment and registration purposes - Traill & Associates requests that all credit card information and registrations are forwarded in a secure manner. Before you disclose to us the information of another person you must obtain that person’s consent.
Disclaimer
Traill & Associates reserves the right to change some elements of the program at any time in the event of unforeseen circumstances. Traill & Associates accepts no liability for any loss or damage suffered by any person at any event organised by Traill & Associates by reason of any act or omission on the part of any other person however that loss or damage is caused including but not limited to any negligence on the part of any other person. Information obtained at the event does not constitute legal advice and should not be relied upon as such.
Cancellation Policy
To keep costs down and because I allow unrestricted transfer of registrations between your firm within 48 hours of event (conditional upon prior written notice and acknowledgment by Traill & Associates) please note that we cannot accept cancellations but if you cannot attend in the live webinar, you will be granted access to the recording.
In the event of unforeseen circumstances, the organiser has the right to cancel or reschedule and in this instance your choice of either a full refund will be provided, or transfer of the registration fee paid carried over to the rescheduled date.
‘YES’ Campaign Policy
Terms and conditions of this registration process: Once you have sent your email to us in answer to a “yes’ campaign you are officially registered for the Masterclass as if you had filled in a registration form and your invoice is payable. Cancellation policy as set out above will apply as do all other terms and conditions.
CPD/CPE Points
Accountants, Solicitors and Barristers may earn up to 1.5 CPD, CPE hours – more depending on the time frame for the Q&A. One point per actual hour of attendance. For Barristers in NSW (accreditation pending) one point per hour of attendance, to be allocated to strands according to the subject matter of sessions attended. Call Traill & Associates for more details or contact your professional body to confirm adherence to their practice rules and guidelines.
Important Notice
Participants attending live agree to the terms of use sent upon confirmation including images and any verbal interactions being recorded.
If you have any queries or special requests, comments or suggestions, please contact:
Rosie Traill
Mobile: 0405 136 001 Email: [email protected]
TRAILL & ASSOCIATES PTY LIMITED
Insolvency, Bankruptcy, Turnaround & Restructuring Conference Specialists.
www.traillandassociates.com
Suite 1A, Level 2, 802 Pacific Highway Gordon, NSW
ABN: 47085482533
These terms govern your use of all information, audio/visual content including the webinars, documents, communications, files, text and graphics – all are referred to as ‘Materials’ made available to you by Traill & Associates or materials direct from the presenters whether by oral, visual, electronic or other means. Registrations are for individuals only .You agree that you will not forward or share your login details or share the contents of the as they are unique to you and will be verified.
Privacy
Your information is added to our delegate database to register you for this event and provide you with details of our training & events. We may also from time to time share your name and organisation only with event sponsors and speakers so they know who is in their audience and can deliver accordingly (subject to strict conditions). If you DO NOT wish to receive this information or have your details made available to any future sponsors please notify us via email [email protected]. Please note personal and credit card information is used solely for payment and registration purposes - Traill & Associates requests that all credit card information and registrations are forwarded in a secure manner. Before you disclose to us the information of another person you must obtain that person’s consent.
Disclaimer
Traill & Associates reserves the right to change some elements of the program at any time in the event of unforeseen circumstances. Traill & Associates accepts no liability for any loss or damage suffered by any person at any event organised by Traill & Associates by reason of any act or omission on the part of any other person however that loss or damage is caused including but not limited to any negligence on the part of any other person. Information obtained at the event does not constitute legal advice and should not be relied upon as such.
Cancellation Policy
To keep costs down and because I allow unrestricted transfer of registrations between your firm within 48 hours of event (conditional upon prior written notice and acknowledgment by Traill & Associates) please note that we cannot accept cancellations but if you cannot attend in the live webinar, you will be granted access to the recording.
In the event of unforeseen circumstances, the organiser has the right to cancel or reschedule and in this instance your choice of either a full refund will be provided, or transfer of the registration fee paid carried over to the rescheduled date.
‘YES’ Campaign Policy
Terms and conditions of this registration process: Once you have sent your email to us in answer to a “yes’ campaign you are officially registered for the Masterclass as if you had filled in a registration form and your invoice is payable. Cancellation policy as set out above will apply as do all other terms and conditions.
CPD/CPE Points
Accountants, Solicitors and Barristers may earn up to 1.5 CPD, CPE hours – more depending on the time frame for the Q&A. One point per actual hour of attendance. For Barristers in NSW (accreditation pending) one point per hour of attendance, to be allocated to strands according to the subject matter of sessions attended. Call Traill & Associates for more details or contact your professional body to confirm adherence to their practice rules and guidelines.
Important Notice
Participants attending live agree to the terms of use sent upon confirmation including images and any verbal interactions being recorded.
If you have any queries or special requests, comments or suggestions, please contact:
Rosie Traill
Mobile: 0405 136 001 Email: [email protected]
TRAILL & ASSOCIATES PTY LIMITED
Insolvency, Bankruptcy, Turnaround & Restructuring Conference Specialists.
www.traillandassociates.com
Suite 1A, Level 2, 802 Pacific Highway Gordon, NSW
ABN: 47085482533