Loreena Gillon, CTA

Loreena Gillon, CTA

Arithmos Chartered Accountants

Loreena is the Director of Arithmos Chartered Accountants, a niche chartered accounting firm operating in West Perth, and has done so for the past 24 years. Arithmos Chartered Accountants has a client base representing a number of professions, all of whom operate & manage their business affairs through various structures, including Trusts and Self Managed Superannuation Funds. Prior to establishing her chartered accounting practice Loreena worked for accounting firms in the business services area.

All Sessions by Loreena Gillon, CTA

12:00 pm - 1:00 pm

Session 14.1: Risky Business – acting on behalf of clients and their entities

SME Stream

Advisers are often approached to act as director, trustee or executor of client entities. This session will consider the risks and professional obligations of accepting these appointments including:

  • Pros and cons of accepting a role
  • Motivation of the various parties
  • Risks of completing standard online documents
  • Potential for conflicts of interest to arise
  • Should you accept the appointment?