Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator will be your main point of contact.
Note: This event is for Advisors only.
Next week Thursday we will have Duane O’Donnell presenting on the Mandatory climate reporting obligations for Family Business and the potential impact on Family Board Members. This interactive session will share the new requirements of the mandatory climate related financial reporting regime and how this will impact family business with revenue over $200m (from 1 July 2026) and family businesses with revenue of $50m from 1st July 2027. It will be interesting to hear what some of the businesses you are currently working with are doing in preparation to comply with the regime starting later this year and into next year.
This month's topic: Mandatory climate reporting obligations for Family Business and the potential impact on Family Board Members
About our Speaker:
Duane O’Donnell - FBA Accredited Family Business Advisor,
Duane works closely with families to develop financial strategies that provide clarity, confidence, and lasting financial stability. Whether navigating complex financial landscapes or optimising asset portfolios, he ensures that each family’s wealth aligns with their aspirations and values. At Holland Court we specialise in asset consultation services designed to help families make informed financial decisions with confidence. We understand that wealth management extends beyond numbers—it’s about securing your legacy, protecting your assets, and fostering long-term financial stability for future generations. His list of accreditations include, in-case you were wondering…
Bachelor of Commerce University of Melbourne | Master Of Taxation UNSW | Fellow Australian institute of Company Directors (FAICD) | Accredited Adviser Family Business Australia (FBA) | Family Firm Institute ( FFI)-Certificate Family Business Advising and Family Wealth Advising | Graduate Diploma, Applied Finance and Investment (FINSIA) | Associate Governance Institute of Australia (AGIA) | Member Society of Trustee and Estate Practitioners ( STEP)
Come and join our CBD Advisor Connect on Thursday, April 10th, at Swaab, for an interactive Q&A session, where we will discuss with Duane:
- Understanding the implications of the compliance regime
- Understanding how organisations can start preparing for the reporting process
- What will be the potential impact on Directors of family business
- Understanding how to leverage the data collated into positive PR for the business
- Discussing some case study examples on how it might impact Families businesses
For those of you that are new to the Advisor Group, this will be a great session to discuss with Duane his thoughts on how Advisors can leverage their skillsets to further engage with their Client’s Family Offices and improve their relationship with the family through this important & topical subject.
Please don’t miss this opportunity to chat with Duane as well with other FBA Advisors.
Look forward to catching up next Thursday morning.
We look forward to seeing you there.
Thank you to our Event Host
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Please contact the FBA Office on 1800 249 357 if you need assistance registering for this event.
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