The complex world of Family Law & Tax – WA Family Law Intensive

With one in three marriages ending in divorce, it’s inevitable that you will have clients who suffer a breakdown in their marriage or de facto relationship. When this occurs, your clients will turn to you for assistance.

Andrew Davies, O’Sullivan Davies, leading WA family lawyer is presenting at the upcoming Family Law Intensive on 23 July in Perth on ‘Family Law Arbitrations’.

He is an accredited specialist family lawyer, nationally accredited mediator, and arbitrator in family law, current chair of AIFLAM and principal partner at O’Sullivan Davies.

He has been presenting for The Tax Institute since 2004 and is looking forward to the event to learn anything he can about taxes, duty & valuations.

“Family law arbitration has some unique features, an important goal of my sessions is to help accountants, financial advisors and commercial lawyers better understand how they can assist their clients in this area,” says Andrew.

He hopes to show delegates how to ‘value add’ to the services they provide when their clients are involved in family law disputes.

Preceding his session, David Monaghan will make his debut as a presenter for The Tax Institute, with a session on ‘Family Law Mediations in Financial Disputes’. He has spent the last 22 years resolving family law disputes as a Family Law Magistrate and now assists in resolving disputes in a non-adversarial environment, by way of mediation.

“This manner of resolving disputes is vastly different from court-based resolutions & I look forward to speaking to the differences in approach,” he says.

Delegates will take away from David’s session a better understanding on where mediation fits in the family law system, what the general outline of a mediation in family law is and how, as an adviser, to best assist clients in considering, preparing or attending a mediation.

When he’s not knee-deep in family law disputes, he spends his spare time boating, fishing, golfing, crabbing & crayfishing – each equally unsuccessfully, he jokes.

Earlier in the Intensive, TJ Spooner, Director of Audit & Assurance & Corporate Advisory at Nexia Perth will co-present a session with Muranda Janse van Nieuwenhuizen, Nexia Perth on Things Tax Practitioner should know about Business Valuations for Family Law Purposes.

He has been doing business valuations and audit long enough to have plenty of grey hair (his words, not ours!).

Originally from the UK, problem solving has bought him to Australia where he provides forensic accounting services and prepares numerous expert reports in respect of both family law and commercial matters.

When asked about his session at the Intensive, TJ says “Attendees can expect to have a better understanding of the different types of valuation engagements; how business valuations are prepared; why and when certain valuation methodologies and more appropriate than others; what a Single Expert does and his/her duty to the Court; the role of a phantom expert; whether/when one needs an AFSL; and an overview of a number of potential tax traps.”

He is particularly interested in attending Alison Wallace’s session on Tax, Duties and the Property Pool in Family Law and spends his spare time sitting in the sun with a nice bottle of red wine & a cheeseboard with some progressive rock on in the background.

 If you have questions about your CPD obligations you can email us or speak with our Membership Experience team by calling 1300 829 338.


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