Join us for a practical discussion unpacking the real-world implications of this year’s Federal Budget, including proposed changes affecting property investment, lending, tax planning, wealth structuring and broader economic pressures facing households and businesses.

Bringing together perspectives from law, accounting and financial planning, this session will focus on what practitioners are likely to see in practice immediately following the Budget and the issues clients will start asking about straight away.

Topics include:

• the practical impact of proposed Budget measures
• negative gearing and property investment considerations
• financial planning implications
• lending conditions and refinancing pressures
• business and cashflow impacts
• identifying legal risk and referral issues
• how lawyers can appropriately advise within professional boundaries
• economic impact of these changes and what that means for small business 

This is not a political debate or economic lecture. It is a practical, cross-disciplinary discussion focused on the real issues affecting clients and advisers right now.

This event will be conducted online, via Zoom. A link will be provided on the morning of the session.

Attendees will be entitled to 1 CPD point in CA2 Professional Skills. 

Speakers:

Tracey Dunn (EY) has extensive experience in Business Advisory and Tax Services with a focus on high wealth, high net worth individuals & private groups, multi structure SME's, Fringe Benefits Tax, Division 7A, Trusts, corporate entities, cryptocurrency, digital assets and transactions.

Tracey has post graduate qualifications in Commercial Law, an LLB from the University of New England and a Graduate Diploma in Legal Practice from the College of Law. Tracey is a CA, Certified Practising Accountant, Registered Tax Agent, holds a CAANZ Certificate of Public Practice and was admitted as a lawyer in the Supreme Court of WA in 2022. Tracey has provided litigation support in a number of Family Law and Tax Law matters. 

Cameron Aldus is a Director at Oakmont Financial Group and an experienced Financial Planner specialising in Wealth Creation and Investments. He began his career in financial services in 2005 with the Commonwealth Bank Group and in 2008, he became a licensed Financial Adviser. Since a major merger in 2017, Cameron has specialised in investments, superannuation, and retirement planning, providing tailored guidance to support clients through every stage of life. 

He holds a Bachelor of Commerce in Financial Planning and is an SMSF Specialist Adviser.

Kate Garrett is the owner and director of Littlespring Finance, with over a decade of experience in the finance industry. She leads a team advising clients on structured lending arrangements, taking a detail-oriented approach to understanding each client's circumstances and long-term position.

Conrad Liveris is an independent economist based in Perth, working nationally across economic advisory, labour markets, public policy and economic development. Described by The West Australian as “one of Australia’s leading economists” and by the ABC as “one of Australia’s leading employment and workplace experts”, Conrad brings practical economic analysis to questions affecting workers, households, businesses and governments.

His work spans workforce participation, earnings, employability, economic loss, business cases, socio-economic analysis and public decision-making. Conrad is a Professional Member of the Economic Society of Australia and a Fellow of the Royal Society of Arts (UK).

Cancellations:
For cancellation and refund details, please see our Cancellation and Refund Policy.

Note: 

Practitioner ID numbers are issued by the Legal Practice Board of Western Australia. Information from the Board is available here. We require these to issue CPD certificates. If you do not want a CPD certificate, please put '0000' in the box on the booking form.

Like all Piddington events, your attendance, engagement and support goes toward supporting funding Piddington's access to justice projects. These are: the Piddington PLT Fund, which supports the community legal centres (CLCs) that host Piddington PLT graduates to complete their hours required for admission; the Piddington Justice Fund for CLCs, to cover costs that they otherwise cannot meet; and, Kaartdijin, our First Nations Legal Education Fund. We also fund the Christine Wheeler PLT Scholarship and John Chaney Award for new law graduates and law students. 

This program is delivered by The Piddington Society, an accredited CPD Provider approved by the Legal Practice Board of Western Australia. CPD schemes in other Australian jurisdictions do not accredit or pre-approve providers or courses. As a result, practitioners outside Western Australia must self-assess this activity against the CPD rules in their home jurisdiction and determine whether it meets their professional development obligations. Certificates of completion are issued to assist with record-keeping, but the final decision as to compliance rests with the individual practitioner and their local regulator. Participants should also note that some jurisdictions impose caps on certain delivery modes (e.g. South Australia limits 5 units per CPD year for web-based/recorded programs).