146 episodes

Joanna Oakey from Aspect Legal brings her decades of experience in law and in business to help provide smart legal tips for business owners and managers. Get educated on how you can protect your business from common costly mistakes that affect businesses in the areas of trademark, brand protection, intellectual property, contract law, employment law, dispute resolution and litigation.

Talking Law Joanna Oakey, Aspect Legal

    • Business
    • 5.0 • 2 Ratings

Joanna Oakey from Aspect Legal brings her decades of experience in law and in business to help provide smart legal tips for business owners and managers. Get educated on how you can protect your business from common costly mistakes that affect businesses in the areas of trademark, brand protection, intellectual property, contract law, employment law, dispute resolution and litigation.

    [EP 146] Championing Small Business in Policy Making: Insights from Alexi Boyd

    [EP 146] Championing Small Business in Policy Making: Insights from Alexi Boyd

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    Welcome back to Talking Law - and for our first release of 2024, Joanna Oakey is joined by Alexi Boyd, Lead Consultant, Policy Strategist & Radio Show Host @ Small Biz Matters and former CEO of Council of Small Business Organisation Australia (COSBOA). Alexi is an absolute powerhouse behind small business advocacy in Australia. 

    This conversation is full of insights about the critical importance of advocacy in the small business sector and the impact advisors can have in it - as well as a journey through the processes of policy-making and its direct impact on the day-to-day operations of Australian small businesses.

    This episode is not just small talk; it's a call to action for every business owner and advisor who's felt overshadowed by the daunting world of regulations and policies - and the advisors they turn to in these moments. 

     

    ABOUT OUR GUEST

    Alexi Boyd is a fierce advocate for small businesses with over 20 years experience as a small business advisor, leader in local grassroots advocacy and in her role as CEO of Council of Small Business Organisations Australia.

    Alexi now consults as a small business policy advisor and proudly broadcasts Small Biz Matters People, Policy, Purpose on community radio. Running for 8 years with with over 220 podcasts, the program is a labour of love which aims to empower small businesses and their advisors to be more involved in policy and advocacy.



















    * Speak to a lawyer about an issue you are facing now

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    Episode Highlights:



    * [00:00:49] - Impact of policies on small businesses.

    * [00:01:43] - Alexi Boyd's journey to advocacy.

    * [00:02:13] - Challenges faced by small businesses.

    * [00:03:19] - Importance of small business in the economy.

    * [00:04:26] - What is small business advocacy?

    * [00:05:23] - Policy areas affecting small businesses.

    * [00:06:18] - Co-design in policy-making.

    * [00:07:58] - Real-life policy implications for small businesses.

    * [00:08:49] - Cybersecurity advocacy example.

    * [00:10:20] - Introducing the "cyber warden" concept.

    * [00:12:01] - Benefits of the cyber warden initiative.

    * [00:13:24] - Engaging with advocacy organizations.















    Connect with Alexi Boyd:

    Alexi on LinkedIn

    BUY GROW EXIT

    Book a 15-min FREE initial consultation with any of our Legal Eagles!

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    Are you enjoying the podcast? Listen to the episode here and leave us a review:

    iTunes: https://itunes.apple.com/au/podcast/talking-law/id1161414789?mt=2













    Transcript below!

    • 43 min
    [EP 145] The Critical Role of Shareholder Agreements Part 2

    [EP 145] The Critical Role of Shareholder Agreements Part 2

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    In this episode, Joanna Oakey and guest Simon Bedard, Founder and CEO of Exit Advisory Group, continue their discussion on Shareholder Agreements and the critical role they play in business - particularly businesses in the SME space.

    They emphasise the dangers of relying on templates and some of the things you’ll want to cover when working with a commercial lawyer to ensure the agreement is structured appropriately. This episode highlights the significance of timing and early drafting of Shareholder Agreements to minimise future issues, along with keyman insurance and the role it can play in navigating this tricky area of business. 

    This episode shares insights on navigating disagreements, exits, and what we think are some best practices in Shareholder Agreements.



















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    Episode Highlights:



    * 00:06 The importance of considering both commercial and legal aspects of shares

    * 00:52 Setting a roadmap for your business using Shares & Shareholder Agreements

    * 2:48 Do you need “Keyman Insurance” built into Shareholders Agreements?

    * 5:12 More Case Study Stories from Simon

    * 7:18 Always get in touch with the right commercial lawyers















    Connect with Simon Bedard:

    Simon on LinkedIn

    BUY GROW EXIT

    Book a 15-min FREE initial consultation with any of our Legal Eagles!

    Did you enjoy this podcast? Tell us what you want us to talk about next!

    Relevant episode:

    Talking Law [EP 143] Why Shareholders Agreements are Essential for Business Owners

    [EP 144] The Critical Role of Shareholder Agreements Part 1

    Are you enjoying the podcast? Listen to the episode here and leave us a review:

    iTunes: https://itunes.apple.com/au/podcast/talking-law/id1161414789?mt=2













    Transcript below!

    Download the PDF transcript of this episode

    Note: This has been automatically transcribed so will be full of errors! We are not providing it to you as a word-perfect version of the podcast but just as an easy way to provide you with a different way to be able to scan for information that might be relevant to you.













    Joanna:

    Hi, it's Joanna Oakey here. And welcome back to Talking Law, a podcast proudly brought to you by our commercial legal practice,

    • 15 min
    [EP 144] The Critical Role of Shareholder Agreements Part 1

    [EP 144] The Critical Role of Shareholder Agreements Part 1

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    In this episode, which is part of our Shareholders’ Agreements series, we interview Simon Bedard, the Founder and CEO of Exit Advisory Group, to discuss the critical role of Shareholder Agreements in business deals. Our host, Joanna Oakey, and Simon delve into the significance of Shareholder Agreements from both commercial and legal standpoints. They provide a comprehensive roadmap for creating a Shareholder Agreement that serves as a valuable guide for the future of your business. This discussion is particularly relevant to accountants as they play a crucial role in advising their clients on the financial implications of Shareholder Agreements.



















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    Episode Highlights:



    * 0:56 A glimpse of Exit Advisory and what they do

    * 2:23 When is it appropriate to have a shareholders agreement?

    * 5:15 Why issues might come up if you don’t have a shareholders agreement

    * 8:18 Communication is always key

    * 11:18 Some questions that you should be really asking if you’re dealing with a shareholders agreement

    * 11:38 How shareholder agreements help align your vision for the future















    Connect with Simon Bedard:

    Simon on LinkedIn

    BUY GROW EXIT

    Did you enjoy this podcast? Tell us what you want us to talk about next!

    Book a 15-min FREE initial consultation with any of our Legal Eagles!

    Relevant episode:

    Talking Law [EP 143] Why Shareholders Agreements are essential for Business Owners

    Are you enjoying the podcast? Listen to the episode here and leave us a review:

    iTunes: https://itunes.apple.com/au/podcast/talking-law/id1161414789?mt=2













    Our General Legal Services

    Are you looking for a top quality legal team to assist you in your organisation?

    Aspect Legal is an innovative commercial legal practice that specialises in providing fast and professional services for their clients. Our commercial legal services cover a wide spectrum of disciplines – contract law, dispute resolution, business sales and acquisitions, brand protection and IP.

    We work with clients both large and small, and we’re all about helping you grow while protecting you from the unexpected storms of business. If you’d like to chat about how we might be able to assist you, simply head over to our website at aspectlegal.com.

    • 17 min
    [EP 143] Why Shareholders Agreements are essential for Business Owners

    [EP 143] Why Shareholders Agreements are essential for Business Owners

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    Discover how and why a Shareholders Agreement is critical to your business's success (and what can go wrong if you continue without one) with expert insights from our host, Joanna Oakey. Joanna, a seasoned Commercial lawyer, shares a wealth of knowledge on the critical role of the Shareholders' Agreement in business including when to establish a shareholders agreement, the key elements it should include, and how it can facilitate decision-making and expectations among shareholders. 

    This episode also features a case study that perfectly illustrates the importance of ensuring a Shareholders’ Agreement has clear and well-defined clauses when it comes to exit and/or disagreements, including an overview of “deal-breaker” and “shotgun clauses”. 

    Whether you're a business owner or a professional advisor, you won't want to miss the key insights and expert advice presented in this episode of Talking Law.

    Enjoyed this solo episode? We’d love to know your thoughts - sending your burning questions, suggestions, and favourite topics to podcast@aspectlegal.com.au. We value your feedback and can't wait to hear from you!



















    * Speak to a lawyer about an issue you are facing now

    * Leave us a message with a legal issue that you want us to cover on the podcast

































    Episode Highlights:



    * 0:57 When to set out a shareholders agreement

    * 1:37 The Role of a Shareholders Agreement: A Partnership Case Study

    * 3:37 The Critical Role of a Clear Shareholders Agreement

    * 5:08 Key Elements of a Shareholders Agreement and Why Your Business Needs Them

    * 5:14 How a Shareholder Agreement assists with Decision Making

    * 6:18 Expectations of Shareholders and Control

    * 7:01 Restraints on Shareholders

    * 7:20 Exit conditions

    * 9:26 Deal Breaker Clauses and Shotgun Clauses

    * 10:01 Concept of valuations















    Connect with us:

    Did you enjoy this solo podcast? Tell us what you want us to talk about next!

    Get professional advice on shareholders agreements for a conflict-free business

    Book a 15-min FREE initial consultation with Nicole or any of our Legal Eagles!

    Are you enjoying the podcast? Listen to the episode here and leave us a review:

    iTunes: https://itunes.apple.com/au/podcast/talking-law/id1161414789?mt=2













    Our General Legal Services

    Are you looking for a top quality legal team to assist you in your organisation?

    Aspect Legal is an innovative commercial legal practice that specialises in providing fast and professional services for their clients. Our commercial legal services cover a wide spectrum of disciplines – contract law, dispute resolution, business sales and acquisitions, brand protection and IP.

    • 17 min
    [EP 142] Podcast Replay: Insurance Hacks For SMEs with Meena Wahi

    [EP 142] Podcast Replay: Insurance Hacks For SMEs with Meena Wahi

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    In this episode, we revisit our discussion with Meena Wahi the Director of Aspect SME Insurance. Meena and our host, Joanna Oakey discuss what makes Aspect SME Insurance different from other types of insurance and also run through the distinct types of insurance that are available for businesses. In this discussion, they also drill into a few relevant case studies that show the dos and don’ts of SME insurance.



















    * Speak to a lawyer about an issue you are facing now

    * Leave us a message with a legal issue that you want us to cover on the podcast































    Episode Highlights:







    * Aspect SME Insurance

    * Different types of insurance

    * Insurance types that businesses may not know about

    * Common insurance mistakes that SMEs make

    * Case studies and key takeaways



















    Connect with Meena Wahi:

    Get you FREE 45-minute Insurance Health Check with Meena

    Meena on Linkedin

    Book a 15-min FREE initial consultation with our lawyers!

    Relevant episodes:

    [EP 125] Insurance Hacks For SMEs Part 1

    [EP 126] Insurance Hacks For SMEs Part 2

    Are you enjoying the podcast? Listen to the episode here and leave us a review:

    iTunes: https://itunes.apple.com/au/podcast/talking-law/id1161414789?mt=2













    Our General Legal Services

    Are you looking for a top quality legal team to assist you in your organisation?

    Aspect Legal is an innovative commercial legal practice that specialises in providing fast and professional services for their clients. Our commercial legal services cover a wide spectrum of disciplines – contract law, dispute resolution, business sales and acquisitions, brand protection and IP.

    We work with clients both large and small, and we’re all about helping you grow while protecting you from the unexpected storms of business. If you’d like to chat about how we might be able to assist you, simply head over to our website at aspectlegal.com.au to book in time for a free discussion with one of our lawyers. So get in touch today!













    Disclaimer: The material contained on this website is provided for general information purposes only and does not constitute legal advice. You should not depend upon any information appearing on this website without seeking legal advice. We do not guarantee that the contents of this website will be accurate, complete or up-to-date.

    • 20 min
    [EP 141] Podcast Replay: What to do when the business goes bad: navigating tough discussions with a liquidator

    [EP 141] Podcast Replay: What to do when the business goes bad: navigating tough discussions with a liquidator

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    In today’s Podcast Replay, we revisit our discussion with  Joshua Taylor, the Managing Director of Taylor Insolvency. He and host, Joanna Oakey, dig into what you need to do when you or your clients find their business is in financial distress. Josh shares a number of real stories and lessons learned from them as well as insights into the insolvency process that are relevant and invaluable to everyone involved— from Directors Accountants & Solicitors to Creditors, Employees, and Customers.



















    * Speak to a lawyer about an issue you are facing now

    * Leave us a message with a legal issue that you want us to cover on the podcast

































    Episode Highlights:



    * Why is this relevant?

    * Who is most exposed to risks in financial hardship situations?

    * Examples where businesses have gone bad

    * Directors and personal liability risk

    * Other risks for directors when a business is in financial distress

    * Key takeaways















    Connect with Joshua Taylor:

    Taylor Insolvency

    Josh on Linkedin

    Email Josh Taylor

    Call Josh Taylor’s mobile

    Call Taylor Insolvency

    Book a 15-min FREE initial consultation with Mark Gardiner!

    Relevant episodes:

    [EP 123] What to do when the business goes bad: navigating tough discussions with a liquidator

    [EP 187] How to buy distressed businesses

    Are you enjoying the podcast? Listen to the episode here and leave us a review:

    iTunes: https://itunes.apple.com/au/podcast/talking-law/id1161414789?mt=2













    Our General Legal Services

    Are you looking for a top quality legal team to assist you in your organisation?

    Aspect Legal is an innovative commercial legal practice that specialises in providing fast and professional services for their clients. Our commercial legal services cover a wide spectrum of disciplines – contract law, dispute resolution, business sales and acquisitions, brand protection and IP.

    We work with clients both large and small, and we’re all about helping you grow while protecting you from the unexpected storms of business. If you’d like to chat about how we might be able to assist you, simply head over to our website at aspectlegal.com.au to a href="https://aspectlegal.

    • 33 min

Customer Reviews

5.0 out of 5
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Simple and practical legal tips for business

This podcast is great listening for anyone who is interested to learn simple and practical ways to protect their business from legal landmines.

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