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Banking update presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 22 Oct 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • an insight into and update on how banks are dealing with their clients and customers during the pandemic
  • overview on financing/debt options for clients
  • the benefits of early detection of financial stress and early engagement and steps to take when liaising with the bank
  • some practical tips and guidelines for how to deal with the Banks on behalf of business clients who are in financial distress.

Author profiles

Matt Cavanagh
- Current at
Giles Dudley
Giles leads the Customer Solutions & Recoveries department for Bankwest. Giles has over 17 years of banking experience, with 14 of these in UK, joining Bankwest in December2017 heading up the Financial Difficulty team. Having supported customers through the GFC in the UK, Giles brings these experiences and insights to help support both retail and small businesses navigate through the financial challenges experienced by Bankwest customers within WA and Australia more broadly - Current at 24 September 2020

 

This was presented at Supporting Your Clients in Financial Distress .

Get a 20% discount when you buy all the items from this event.

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Are your clients acting like Zombies?! A pandemic, insolvency and do you have a plan in place?

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Banking update

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Do you have an asset protection strategy?

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Superannuation and bankruptcy

Author(s):  Tracey Scotchbrook

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Further details about this event:

 

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