We have just ticked over a month into the third quarter of the calendar year which means two things:
- We successfully made it through the end of financial year (give yourself a pat on the back if surviving the EOFY rush means anything to you); and
- We are due to update you on everything that happened at ADLV Law in the second quarter of 2025!
Want to know what we’ve been up to? Read on!
Sharing our knowledge far and wide
You may know that sharing knowledge is something we love to do. Last quarter, Nick, Edward and Andrew were kept very busy by presenting multiple seminars to CPA Accounting Groups all over Sydney and they are looking forward to continuing these presentations through the rest of the year. Some popular topics they have presented on include controlling family trusts when you die, the lifecycle of a trust, and Division 7A of the Income Tax Assessment Act 1936. If you are part of a professional group that is looking for guest presenters on a variety of topics, please contact us to hear more about what we can present on.
Catherine was invited to participate in the Leapsheep Startup Builder live stream and shared her insights into how founders can get the most out of their legal advisors when launching a startup. If you missed the live stream, you can catch up on it here. If you are a startup founder wanting to know more about how we can help you get off on the right legal foot, check out our startup resources here.
We also had a very busy quarter as State representatives of the Family Business Association, hosting a lunch and learn at our office for FBA Accredited Advisors in SA, with a presentation by Kirk Drage of Leapsheep on ‘Scale-Up Strategies for Family Businesses’. Andrew also presented at a Business Briefing for FBA Forum Group members on the importance and complexities of Shareholders’ Agreements.
We also managed to squeeze in some learning of our own, with Hannah, Kasia and Edward flying the ADLV Law flag at the FBA Family Business Asia-Pacific conference in Penrith, NSW. Hannah, Kasia and Edward were kept busy with site tours of local family businesses and a jam-packed conference schedule featuring presentations and interviews from family businesses, internationally acclaimed academics and industry experts on the topic ‘Navigating Change’.
Team milestones and firm events
Speaking of FBA, we are pleased to announce that we have renewed our FBA State Partnership for another two years. The last 18 months have flown by, and we have really enjoyed the opportunity to support and work closely with family businesses in South Australia and beyond.
Did you know that family businesses represent 70% of all businesses and employ 50% of Australia’s workforce? If you own or work in a family business and want to know more about what FBA can do to support you, or want to hear more about the tailored legal services we offer for family businesses, please do not hesitate to contact us to learn more.
Last quarter, we enjoyed hosting our final Women on Boards Directors Lunch at our Adelaide Office. Louise Small generously shared her board experiences with WOB members, who also enjoyed a lovely catered lunch and networking. We wish WOB all the best as they transition to a new State sponsor for their SA Chapter.
To commemorate the close of the last financial year, our teams in Sydney and Adelaide each enjoyed a team lunch. Everyone enjoyed the opportunity to sit back and reflect on the last financial year and celebrate our team successes and achievements.
Legal developments and fresh content, just for you!
We are continuing to publish new high-quality content on our website regularly and are excited to highlight some of our latest posts for you.
Estate planning is an ever-popular topic and last quarter we had a special focus on all things superannuation. Check out our new articles if you want to know more about why super is the hidden tax trap in your estate plan, or whether grandchildren can inherit your super.
Family businesses are always front of mind for us, and we have several new articles that touch on the legal issues that family businesses may face. Not to worry, even if you aren’t a family business owner, you may still be interested in getting the right structure for your business, critical information that directors of companies need to know, and why you need to be very careful when accessing company profits to avoid setting off a tax bomb.
We love to keep track of the topics our readers are interested in. Some of the articles that you loved last quarter were our guide to crowdfunding for businesses, our guide to small business restructuring, our ‘dummies guide’ to unit trusts and our thoughts on the tricky question – should I hold my family home in a trust?
As always, thank you for continuing to read, share and engage with our written content. In the last quarter alone, our website had over 35,000 visits and our newsletters were opened over 33,000 times. We must be doing something right!
If there is anything you would like to hear more about, please contact our friendly marketing team, who will gladly put your suggestions up for consideration.
Until next time
We have (un-bee-lievably) officially passed the half-way mark for the year and are looking forward to sharing more achievements and updates as we continue through this current quarter of 2025.
We hope you have enjoyed this latest update and look forward to checking in again in a few months.
Until then,
From the team at ADLV Law.
