Support for Accountants and Financial Planners

   
 
 
 
 
   
   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Client Workshops
In the present climate of legislative change, many Members do not have enough time to address the many legal issues facing their clients. We are able to assist you, in a leveraged fashion, to broadcast the necessary information while at the same time supporting you in adding value to your client base.

As many of our Members have diverse client bases, we have developed a broad range of Client Workshops which we are happy to run in conjunction with your firm. These sessions can are individually tailored to suit the needs of the target audience.

The workshops are very flexible; they can be run under your own banner or in conjunction with other service providers. You can invite you own client base or use the workshop to attract new clients.

All workshops are developed so that solutions are explained in plain, nonlegal language and follow up is at the discretion of the attendee.

This list of topics for you to consider is by no means exhaustive but is a starting point:
Estate and Succession Planning - How to ensure you and your family have a future on the land or in business
Estate and Succession Planning - Protecting Assets
Asset Protection for Doctors and other Professionals, Business Owners, Company Directors and Investors
Self Managed Superannuation - Is it for you?
Business Structures - what's next?
Succession Planning for Private Businesses
Superannuation Funds - Joint Ventures
Structuring Professional Practices
Preparing your Business for Sale
Cleary Hoare has been performing Client Workshops since the firm’s inception. They are a great vehicle to add value to your client base and stimulate work in areas outside your everyday activities.
Previous attendee feedback comments:

Well presented and not too technical for the lay-man. Very informative.

Informative, food for thought. The speakers were very knowledgeable.

Thought process very stimulating.

Extremely Helpful to family businesses.

We appreciate your time, effort and concerns with the set-up of our businesses.

Why doesn’t my own lawyer talk about these things?

How to Book a Client Workshop:
1. Speak to the Cleary Hoare Solicitor who looks after your firm;or
2. Call Margaret on (07) 3839 5222 or 1300 363 401; or
3. E-mail your details to: clearlaw@clearyhoare.com.au

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