(S) / Presenters: Jeremy Moller, Norton Rose Fulbright (NSW) and James Naughton, Bendigo and Adelaide Bank. Join Jeremy and James for an engaging update on Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) regulations. This session will provide insights into the latest developments and reporting obligations in the AML/CTF landscape. The presenters will discuss key challenges, emerging trends, and practical strategies for compliance. Expect an interactive AMA (Ask-Me-Anything)-style format, where your questions will drive the discussion and provide real-world solutions for navigating these complex regulations.
9:30 AM
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(S) / Presenters: Jeremy Moller, Norton Rose Fulbright (NSW) and James Naughton, Bendigo and Adelaide Bank. Join Jeremy and James for an engaging update on Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) regulations. This session will provide insights into the latest developments and reporting obligations in the AML/CTF landscape. The presenters will discuss key challenges, emerging trends, and practical strategies for compliance. Expect an interactive AMA (Ask-Me-Anything)-style format, where your questions will drive the discussion and provide real-world solutions for navigating these complex regulations.
9:30 AM
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(PM/BS) / Presenters: Melanie Foster, Kenseo; Lucy Keller and Ben Temperly, Department of Education; Elizabeth Macey, Ernst and Young; Janelle Borlace, SA Power Networks; Andrew Mannix, Nova Systems. Panel presentation offering perspectives in respect of the practicalities and challenges of an in-house counsel role for both government and in house lawyers. The session will be delivered by a distinguished panel of experts, including Melanie Foster, Director from Kenseo Law as a moderator. The panellists will share their insights and practical advice on navigating the unique challenges faced by in-house lawyers, providing attendees with valuable strategies to enhance their legal practice.
9:30 AM
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(PM/BS) / Presenters: Melanie Foster, Kenseo; Lucy Keller and Ben Temperly, Department of Education; Elizabeth Macey, Ernst and Young; Janelle Borlace, SA Power Networks; Andrew Mannix, Nova Systems. Panel presentation offering perspectives in respect of the practicalities and challenges of an in-house counsel role for both government and in house lawyers. The session will be delivered by a distinguished panel of experts, including Melanie Foster, Director from Kenseo Law as a moderator. The panellists will share their insights and practical advice on navigating the unique challenges faced by in-house lawyers, providing attendees with valuable strategies to enhance their legal practice.
9:30 AM
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(PM/BS) / Moderator: Colin Brown, SA Health; Panellists: Grant Feary, Law Claims; Amy Nikolovski, DBH Lawyers; Danielle Gilby, Dentons; John Love, Mellor Olsson I’m coming back! Reasons for extended breaks in legal practice vary, as can approaches for successfully navigating the return. Through shared personal and professional experiences, the session’s Panel discussion offers Forum 2025 delegates perspectives and tips for an effective workplace return. The Panel considers and updates issues both practical (requirements around practising certificates, CPD points) and impractical (juggling work, family, and self) that face returning practitioners.
9:30 AM
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(PM/BS) /
Moderator: Colin Brown, SA Health:
Panellists: Grant Feary, Law Claims; Amy Nikolovski, DBH Lawyers; Danielle Gilby, Dentons; John Love, Mellor Olsson
I’m coming back!
Reasons for extended breaks in legal practice vary, as can approaches for successfully navigating the return.
Through shared personal and professional experiences, the session’s Panel discussion offers Forum 2025 delegates perspectives and tips for an effective workplace return.
The Panel considers and updates issues both practical (requirements around practising certificates, CPD points) and impractical (juggling work, family, and self) that face returning practitioners.
9:30 AM
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For those attending the whole day or before or after this break, please select if you'd like to be included for catering.
10:30 AM
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(PS) / Presenters: Mark Giddings, LK Law and Kerry Morrow, Laity Morrow. It’s not possible to anticipate every risk involved in a transaction or venture. But there are ways for organisations to protect themselves against risks in advance and as they emerge. This session will consider contractual risk from the perspectives of both a front-end commercial lawyer and a commercial litigator, including: • identifying contractual risks and opportunities • determining what level of risk is acceptable • dealing with non-performance • preserving contractual rights and deescalating disputes • the role of external counsel • preserving relationships and negotiating a successful commercial outcome • identifying when to escalate and initiate action Mark Giddings and Kerry Morrow will consider these issues with reference to matters they have advised on across the mining, space, construction and manufacturing sectors (among others).
11:00 AM
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(PS) / Presenters: Mark Giddings, LK Law and Kerry Morrow, Laity Morrow.
It’s not possible to anticipate every risk involved in a transaction or venture. But there are ways for organisations to protect themselves against risks in advance and as they emerge. This session will consider contractual risk from the perspectives of both a front-end commercial lawyer and a commercial litigator, including:
• identifying contractual risks and opportunities
• determining what level of risk is acceptable
• dealing with non-performance
• preserving contractual rights and deescalating disputes
• the role of external counsel
• preserving relationships and negotiating a successful commercial outcome
• identifying when to escalate and initiate action
Mark Giddings and Kerry Morrow will consider these issues with reference to matters they have advised on across the mining, space, construction and manufacturing sectors (among others).
11:00 AM
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(PS) / Presenter: Allan Swan, Estate Planning Equation (VIC). Family Trust Succession Planning Considerations: Key control roles in family trusts 2nd generation family trust case studies Family trust succession vs. Will-based succession Adjusting family trusts in Wills Passing control to non-resident family members Benefiting excluded beneficiaries (e.g., means-tested pensioners) Blocking capital distributions by surviving spouse Pre-empting sibling disputes Succession via executor control Keeping succession separate from the deceased estate Contesting control of family trusts (NSW & ex-NSW) Winding up family trusts Capital gains: specific entitlement vs. present entitlement Limited use of South Australian trusts free of forced vesting
11:00 AM
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(PS) / Presenter: Allan Swan, Estate Planning Equation (VIC).
Family Trust Succession Planning Considerations:
Key control roles in family trusts
2nd generation family trust case studies
Family trust succession vs. Will-based succession
Adjusting family trusts in Wills
Passing control to non-resident family members
Benefiting excluded beneficiaries (e.g., means-tested pensioners)
Blocking capital distributions by surviving spouse
Pre-empting sibling disputes
Succession via executor control
Keeping succession separate from the deceased estate
Contesting control of family trusts (NSW & ex-NSW)
Winding up family trusts
Capital gains: specific entitlement vs. present entitlement
Limited use of South Australian trusts free of forced vesting
11:00 AM
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(PM/BS) / Presenters: Daniel Wasiewicz, Law Claims and Joel Lisk, Flinders University. As AI becomes an integral tool in legal practice, it’s essential for practitioners to look “inside the AI black box” to understand how these systems truly operate. With interstate guidelines requiring practitioners to grasp the mechanics of generative AI, this advanced session will delve into the fundamentals of how large language models (LLMs) function, including data processing, language generation, and inherent limitations. Using nuanced examples of AI applications in legal contexts, the session will examine how limitations in AI understanding and output can impact the quality and accuracy of legal work. This session will also provide practical advice on crafting precise prompts, making AI tools more effective for complex legal tasks. For practitioners ready to go beyond the basics, this session offers a critical look at AI’s opportunities and pitfalls within the bounds of solicitor conduct obligations and court guidelines.
11:00 AM
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(PM/BS) / Presenters: Daniel Wasiewicz, Law Claims and Joel Lisk, Flinders University.
As AI becomes an integral tool in legal practice, it’s essential for practitioners to look “inside the AI black box” to understand how these systems truly operate. With interstate guidelines requiring practitioners to grasp the mechanics of generative AI, this advanced session will delve into the fundamentals of how large language models (LLMs) function, including data processing, language generation, and inherent limitations. Using nuanced examples of AI applications in legal contexts, the session will examine how limitations in AI understanding and output can impact the quality and accuracy of legal work. This session will also provide practical advice on crafting precise prompts, making AI tools more effective for complex legal tasks. For practitioners ready to go beyond the basics, this session offers a critical look at AI’s opportunities and pitfalls within the bounds of solicitor conduct obligations and court guidelines.
11:00 AM
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(PM/BS) Moderator: Marissa Mackie, Norman Waterhouse; Panelists: Natasha Haslam, Regional Commissioner SA, Senior Executive Leader, Enforcement and Compliance – Australian Securities and Investments Commission; Johanna Croser, General Manager for Competition Enforcement, Coordination and Strategy – Australian Competition and Consumer Commission; Tom Wheeler, Assistant Commissioner, Public Groups, Australian Taxation Office. Join us for an insightful CPD session, moderated by President-Elect Marissa Mackie. This panel discussion brings together key representatives from the Australian Taxation Office (ATO), Australian Securities and Investments Commission (ASIC), and the Australian Competition and Consumer Commission (ACCC). Legal practitioners will gain valuable insights into upcoming regulatory developments, trends, and enforcement priorities that may impact their practice in the coming year.
12:15 PM
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(PM/BS) Moderator: Marissa Mackie, Norman Waterhouse; Panelists: Natasha Haslam, Regional Commissioner SA, Senior Executive Leader, Enforcement and Compliance – Australian Securities and Investments Commission; Johanna Croser, General Manager for Competition Enforcement, Coordination and Strategy – Australian Competition and Consumer Commission; Tom Wheeler, Assistant Commissioner, Public Groups, Australian Taxation Office. Join us for an insightful CPD session, moderated by President-Elect Marissa Mackie. This panel discussion brings together key representatives from the Australian Taxation Office (ATO), Australian Securities and Investments Commission (ASIC), and the Australian Competition and Consumer Commission (ACCC). Legal practitioners will gain valuable insights into upcoming regulatory developments, trends, and enforcement priorities that may impact their practice in the coming year.
12:15 PM
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(E) / Presenters: Jonathan Wells KC and Pamela Wilkinson. Jonathan Wells KC, will lead this Ethics CPD with Pamela Wilkinson. Participants will explore ethical issues through hypothetical scenarios designed to stimulate group discussion. Each group will analyse the scenarios and share their perspectives on the most appropriate course of action. This interactive format offers an opportunity to gain insights into ethical decision-makings.
12:15 PM
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(E) / Presenters: Jonathan Wells KC and Pamela Wilkinson.
Jonathan Wells KC, will lead this Ethics CPD with Pamela Wilkinson. Participants will explore ethical issues through hypothetical scenarios designed to stimulate group discussion. Each group will analyse the scenarios and share their perspectives on the most appropriate course of action. This interactive format offers an opportunity to gain insights into ethical decision-makings.
12:15 PM
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(PS) / Presenters: Mathew Brittingham, Tributum Law and Will Snow, Snow Legal. Tax treatment of payments arising from termination and the various claims that can arise can be complicated and often drive settlement outcomes. Join Mathew Brittingham and Will Snow as they approach the topic through case studies drawn from practice.
12:15 PM
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(PS) / Presenters: Mathew Brittingham, Tributum Law and Will Snow, Snow Legal.
Tax treatment of payments arising from termination and the various claims that can arise can be complicated and often drive settlement outcomes. Join Mathew Brittingham and Will Snow as they approach the topic through case studies drawn from practice.
12:15 PM
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For those attending the whole day or attending before or after this break, please select if you'd like to be included for catering.
1:15 PM
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(PM/BS) / Presenter: Mark Robinson SC, Macquarie Street Chambers (NSW). This paper covers topics such as: • Government lawyers acting as the model litigant in NSW • What are the responsibilities of federal government lawyers? • How high is the standard set by the requirements? • What to do when the model litigant button is pressed by a litigant? The paper seeks to cover most major model litigant issues in state, territory and federal tribunals and courts.
2:00 PM
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(PM/BS) / Presenter: Mark Robinson SC, Macquarie Street Chambers (NSW).
This paper covers topics such as:
• Government lawyers acting as the model litigant in NSW
• What are the responsibilities of federal government lawyers?
• How high is the standard set by the requirements?
• What to do when the model litigant button is pressed by a litigant?
The paper seeks to cover most major model litigant issues in state, territory and federal tribunals and courts.
2:00 PM
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(PS) / Presenters: Charlie Belperio Belperio Connell Lawyers; David Crocker, Edmund Barton Chambers; Ann Fleming and Jane Miller, Elizabeth Evatt Chambers. This session covers essential aspects of family law and succession planning. Charlie will discuss Wills, Powers of Attorney, ACDs, and aged care funding, offering practical advice for navigating these areas. David will explore the Succession Act, focusing on the challenges blended families face in succession planning. Jane will cover Pre-nuptial and Binding Financial Agreements, with case studies on defacto relationships and property division. The session will provide actionable insights for managing complex family and financial matters. Participants will gain practical strategies for drafting legal documents and addressing family law challenges.
2:00 PM
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(PS) / Presenters: Charlie Belperio, Belperio Connell Lawyers; David Crocker, Edmund Barton Chambers; Ann Fleming and Jane Miller, Elizabeth Evatt Chambers. This session covers essential aspects of family law and succession planning. Charlie will discuss Wills, Powers of Attorney, ACDs, and aged care funding, offering practical advice for navigating these areas. David will explore the Succession Act, focusing on the challenges blended families face in succession planning. Jane will cover Pre-nuptial and Binding Financial Agreements, with case studies on defacto relationships and property division. The session will provide actionable insights for managing complex family and financial matters. Participants will gain practical strategies for drafting legal documents and addressing family law challenges.
2:00 PM
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(E) / Presenters: Allie Umoff and Stephanie Lo, LK Law. Overview of current state of AI in the profession, its applications and benefits. Ethical issues arising from using AI, including consideration of (1) bias and fairness, (2) privacy concerns, (3) lack of transparency, and (4) professional responsibility. Real life examples of ethical dilemmas, including lessons learned and best practices. Future trends and considerations, including anticipating and addressing emerging ethical challenges, the intersection of AI and legal ethics in the future, and incorporating ethical considerations regarding AI into professional codes of conduct.
2:00 PM
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(E) / Presenters: Allie Umoff and Stephanie Lo, LK Law.
Overview of current state of AI in the profession, its applications and benefits.
Ethical issues arising from using AI, including consideration of (1) bias and fairness, (2) privacy concerns, (3) lack of transparency, and (4) professional responsibility.
Real life examples of ethical dilemmas, including lessons learned and best practices.
Future trends and considerations, including anticipating and addressing emerging ethical challenges, the intersection of AI and legal ethics in the future, and incorporating ethical considerations regarding AI into professional codes of conduct.
2:00 PM
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For those attending the whole day, or attending before or after this break, please select to be included for catering.
3:00 PM
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(PS) /Presenters: Ryan Williams SC, Matthew Christey and Raffaele Piccolo, Barry Jennings Chambers Chair: Steven Milsteed, KC. What does South Australia and the establishment of the first English Court of Criminal Appeal have in common? A case study of one of the most fundamental eyewitness identification cases in history and its implication on Australian criminal law?
3:30 PM
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(PS) /Presenters: Ryan Williams SC, Matthew Christey and Raffaele Piccolo, Barry Jennings Chambers
Chair: Steven Milsteed, KC. What does South Australia and the establishment of the first English Court of Criminal Appeal have in common? A case study of one of the most fundamental eyewitness identification cases in history and its implication on Australian criminal law?
3:30 PM
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(BDH) / Presenter: Jodeen Carney, Equal Opportunity Commissioner SA. Chair: Anthony Keane, Legal Profession Conduct Commissioner. The Equal Opportunity Commissioner will discuss the findings of the 2024 review into harassment in South Australia's legal profession, including the recommendations of the report provided to the Attorney-General. Her presentation will also include an overview of her office's WE'RE EQUAL initiative.
3:30 PM
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(BDH) / Presenter: Jodeen Carney, Equal Opportunity Commissioner SA. Chair: Anthony Keane, Legal Profession Conduct Commissioner. The Equal Opportunity Commissioner will discuss the findings of the 2024 review into harassment in South Australia's legal profession, including the recommendations of the report provided to the Attorney-General. Her presentation will also include an overview of her office's WE'RE EQUAL initiative.
3:30 PM
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(S) / Presenter: Bronwyn Furse, Thomson Geer Lawyers. The long-awaited reform of Australia's Privacy Act is now underway, after the introduction of the Privacy and Other Legislation Amendment Bill 2024 (Cth). The Bill addresses most of the legislative proposals that were 'agreed' in the Government's Response to the Attorney-General's Privacy Act Review Report. A second tranche of reform is expected to follow in the near future, addressing further proposals that were also 'agreed' or 'agreed in principle' in the Government's Response. This session will take you through the changes being implemented by the Bill, including the responsive steps required by relevant agencies and private sector businesses to comply. This will include: Explanation of the reform, including the changes relating to: Use of technology for automated decision making Clarification on what 'reasonable steps' requires in meeting security, retention and destruction obligations New children's code of privacy New direct right of action for individuals, known as the statutory tort Criminalisation of doxxing (the intentional malicious exposure of personal information online) New enforcement powers and penalties Steps required to prepare for the reform Expected regulatory approach, including current areas of focus for OAIC, ACMA and ASIC How these changes fit within the broader landscape of complementary regulatory reforms taking place, and those that are imminent, including e-safety, Voluntary AI Safety Standard, Digital ID, and the anticipated cybersecurity reforms. What is still to come, and how the recommended practical steps will assist
3:30 PM
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(S) / Presenter: Bronwyn Furse, Thomson Geer Lawyers.
The long-awaited reform of Australia's Privacy Act is now underway, after the introduction of the Privacy and Other Legislation Amendment Bill 2024 (Cth). The Bill addresses most of the legislative proposals that were 'agreed' in the Government's Response to the Attorney-General's Privacy Act Review Report. A second tranche of reform is expected to follow in the near future, addressing further proposals that were also 'agreed' or 'agreed in principle' in the Government's Response.
This session will take you through the changes being implemented by the Bill, including the responsive steps required by relevant agencies and private sector businesses to comply. This will include:
Explanation of the reform, including the changes relating to:
Use of technology for automated decision making
Clarification on what 'reasonable steps' requires in meeting security, retention and destruction obligations
New children's code of privacy
New direct right of action for individuals, known as the statutory tort
Criminalisation of doxxing (the intentional malicious exposure of personal information online)
New enforcement powers and penalties
Steps required to prepare for the reform
Expected regulatory approach, including current areas of focus for OAIC, ACMA and ASIC
How these changes fit within the broader landscape of complementary regulatory reforms taking place, and those that are imminent, including e-safety, Voluntary AI Safety Standard, Digital ID, and the anticipated cybersecurity reforms.
What is still to come, and how the recommended practical steps will assist
3:30 PM
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