125 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 125] Insurance Hacks For SMEs Part 1

    [EP 125] Insurance Hacks For SMEs Part 1

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    This week’s Talking Law podcast is the first of a two-part series with Meena Wahi, where we talk all about the newest member of the Aspect Group of Companies: Aspect SME Insurance.

    In this first episode, Meena and our host, Joanna Oakey, share why they started this new business, the power of integrating legal and insurance services, and how insurance plays an important part of risk management for a business. Don’t miss the second part of this series on the common mistakes that SMEs make when dealing with insurance and discuss real cases studies.

    Joanna and Meena are also teaming up to host a free webinar on October 27 -How to Maximise The Value of Your Insurance, and Minimise Business Risk. The webinar will cover:

    - What insurance is essential for SMEs 

    - The unique risks for SMEs that are often missed

    - The top mistakes that businesses often make with insurance, and how to avoid them 

    - Things to keep in mind before and after getting insurance

    - Some great stories of claims that will surprise you

    - Tips to save money on your existing policy — while getting better protection

    - And more

    Register NOW to attend live and ask speakers your questions, or (if you can’t make it to the live event) get access to the on-demand recording. Register Here.



















    * 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 we started Aspect SME Insurance

    * Elements of insurance

    * The power of legal and insurance integration

    * Liability vs. Indemnity



















    Connect with Meena Wahi

    Get you FREE 45-minute Insurance Health Check with Meena

    Register to How to Maximise The Value of Your Insurance, and Minimise Business Risk webinar

    Meena on Linkedin

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

    iTunes: https://itunes.apple.com/ph/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 Aspect Legal. Now today is a very exciting episode indeed because of this episode of Talking Law. We are announcing the launch of the very newest member of our aspect Group of Companies Aspect SME Insurance. And to talk about the whole idea behind Aspect SME insurance and wh...

    • 31 min
    [EP 124] Tax at Exit – tips, traps and the importance of proper planning

    [EP 124] Tax at Exit – tips, traps and the importance of proper planning

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    For most business owners, their most valuable asset is their business – but how can business owners maximise the value they can extract out of their business at exit? One often overlooked area is the impact of tax. So in this 2-part series, we are focusing squarely on the subject of tax, and what business owners need to know to end up with the most cash in their pocket.

    In this first episode, we speak to Paula Tallon (Tax Director of Prosperity Advisers Group) about tax at exit. In particular, we focus on the small business capital gains tax concessions and the massive impact that they can have on the cash that makes its way to the pocket of business owners at exit. Paula, together with our host, Joanna Oakey, picks apart some traps along the way, common mistakes that are made, and what a business owner should be doing right now. They also share some great stories about how all of these play out in real life.

    If you’re interested in maximising the cash in your own or your client’s pocket at exit, this is one episode you can’t afford to miss!













    Register now to watch Joanna Oakey and Paula Tallon's webinar on-demand!













    All about Paula Tallon and Prosperity Advisers Group 

    Paula Tallon is the Director of Taxation at Prosperity Advisers Group. She has over 25 years of experience in the tax profession across large and mid-tier accounting firms and was the founder of Gabelle LLP, an award-winning tax consultancy business in the UK. Paula advises on a range of tax-related issues, from income and capital gains tax, to GST and stamp duties. She enjoys working with owners and their businesses and being part of their business journey.



















    * 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 are we talking about tax?

    * Kinds of concessions available

    * Common issues and mistakes

    * Understanding affiliates

    * Qualifiers to get small business CGT concessions

    * Satisfying the maximum net asset test

    * What assets are included and excluded?

    * Planning from the outset



















    Connect with Paula Tallon

    Prosperity Advisers Group website

    Paula on Linkedin

    Send an email to Paula

    Register now to watch Joanna Oakey and Paula Tallon's webinar on-demand!

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



















    * iTunes: https://itunes.apple.

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

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

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    In this episode, Joshua Taylor (Managing Director of Taylor Insolvency) and our host Joanna Oakey talk about what you need to do when you or your clients find their business in financial distress. Josh shares a number of real anecdotes and lessons learned from them. Joshua’s company, Taylor Insolvency, helps stakeholders in the insolvency process — from Directors to Individuals, Accountants, Solicitors, Creditors, Employees, and Customers. They aim to make liquidations as simple as possible in order to help businesses through tough times to happier times.



















    * 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 are we talking about this?

    * Who is most exposed to financial challenges?

    * Case studies of businesses that have gone bad

    * What is the personal liability risk of a director

    * 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

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











    * iTunes: https://itunes.apple.com/ph/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: Josh, thank you so much for joining us today on Talking Law, it's great to have you on the show.

    Joshua: Well, thank you for having me. It's exciting to be here.

    Joanna: Fabulous. Okay, now look, I really wanted to drill into this concept of when things go bad for an organization. And I love stories. So I thought it'd be great if we had you on the podcast talking about what it looks like when things go bad, and then maybe even some tips and tricks for our listeners as to the things that they can do, I guess, to help ward off issues or identify them early enough. So maybe kicking into it, I guess, what, why are we talking about this topic Josh? I mean,

    • 33 min
    [EP 122] Using shares as a talent retention strategy

    [EP 122] Using shares as a talent retention strategy

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    In this episode, we talk to Rod Hore from HHMC Global about using shares as a talent retention strategy in professional service businesses. We examine what exactly makes shares great for retaining talents, how to set this up for your organisation, and the impacts of having your employees hold shares. We also dig into other alternative strategies you can use besides giving employees shares of the company.

    Rod Hore has extensive experience in providing consulting services to the recruitment industry including in preparing businesses for their exit. Today he guides us through the many considerations of using shares as a talent retention strategy, including steps for preparing for new shareholders, tips on how to become more ‘corporate’, and the right way to arrange the ‘wedding’ and plan the ‘divorce’ — using shareholders agreement.



















    * 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 are we talking about this?

    * Think clearly about your retention strategy

    * Effects of an employee having equity in the business

    * Other alternatives besides shares

    * How to prepare a business for new shareholders

    * Shares should not be gifted

    * Splitting shareholders

    * Becoming more ‘corporate’

    * Arranging the wedding and planning the divorce using shareholders agreement

    * Key takeaways















    Connect with Rod Hore

    HHMC Global

    Rod on Linkedin

    Rod on Twitter

    HHMC on Instagram

    HHMC on Facebook

    Relevant Episodes:

    [EP 006] Nail the Sale Part 2: Preparing your Business for Sale with Rod Hore, HHMC

    [EP 005] Nail the Sale Part 1: Preparing your Business for Sale with Rod Hore, HHMC

    [EP 066] Market Matters: M&A Market Update in the Recruitment Sector

    [EP 021] Five Top Tips to Get Your Business Sale-Ready for Medium to Large Service-based Businesses

    [EP 018] What impact will Brexit, Trump and the Asian markets have on the Australian M&A market

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











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

    • 40 min
    [EP 121] Common Misconceptions in Trademark Registrations Outside Australia

    [EP 121] Common Misconceptions in Trademark Registrations Outside Australia

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    In this episode, we talk about proof of use of trademarks in the United States. Aspect Legal’s very own Robyn Purdy is on board to tackle this subject and the things about it that businesses usually get wrong.

    We bust some of the most common myths related to the registration of trademarks and explain the issues with the concept of “worldwide protection”. We also examine the nuances of registrations in the United States compared to those in Australia, as well as the things that could happen if you don’t have proof of use of your trademark.



















    * 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:



    * Misconceptions about trademark registrations

    * No such thing as worldwide protection

    * Nuances of registrations in the US vs. in Australia

    * What happens if you don’t have proof of use?

    * Key takeaways















    Connect with Robyn Purdy:

    Book in a Free call with Robyn

    Send an email to Robyn

    Relevant episodes:

    [EP 107] Trademark – don’t just set and forget

    [EP 055] The Ins and Outs of the Trade Mark Process

    [EP 048] How To Create Branding That Can Be Protected

    [EP 025] Common Mistakes People Make in the area of Trademarks

    [EP 091] Managing Your TM Portfolio

    Click here for more episodes from Robyn Purdy

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











    * iTunes: https://itunes.apple.com/ph/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. Welcome back to Talking Law, a podcast proudly brought to you by our commercial, legal practice Aspect Legal. Now today we have on the show, once again,

    • 23 min
    [EP 120] Common issues when going into business with someone in the vet industry

    [EP 120] Common issues when going into business with someone in the vet industry

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    In today’s podcast, we have Paolo Lencioni from APL Accountants on board to talk all about the common issues that occur when you’re starting or joining a vet business with a partner, and how to deal with those.

    Our podcast episode today is directed specifically to businesses in the veterinary industry. Paolo and our host Joanna Oakey drill into the different business structures that you can use and the risks of not having the right agreements. They also discuss why it’s crucial for you to have well-written shareholder agreements when going into a vet business with a partner, and the things that you should cover in them. They also discuss the value of drag-along and tag-along clauses, restraints, reviews, and exit clauses.





















    * 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:







    * Common issues when going into a vet business with a partner

    * Different business structures to consider

    * Risks of not having the right agreements

    * What needs to be covered in shareholder agreements

    * Drag along and tag along clauses

    * Importance of restraints

    * Reviews and exit clauses



















    Connect with Paolo Lencioni:



















    * APL Accountants Website

    * Valuvet Website

    * Paolo Lencioni on Linkedin



















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











    * iTunes: https://itunes.apple.com/ph/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, Aspect Legal. Now today we have a podcast that's directed specifically at the veterinary industry, having said that it's actually a topic that is just as relevant to any other industry. So the topic that we're talking about today is the common issues that occur when going into business with someone else, and what to do about it. Now I have on the show here, in fact, this was actually a webinar that Paolo Lencioni and myself, were presenting at quite recently, and I thought this was very useful content to bring to you on this pod...

    • 1 hr 5 min

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