Friday, 27 February 2026
Description
Attend and earn 0.5 CPD hour
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Chair
Helen Tyree, Director, McWilliam Tyree
Learning Objectives:
- Develop practical skills for interpreting financial statements in relationship property matters involving companies, trusts and partnerships
- Identify key financial issues, warning signs and areas requiring further investigation in complex family law disputes
Financial Analysis: What Does It All Mean?
Break down how to read and interpret financial statements involving companies, trusts and partnerships in relationship property matters, helping you identify key issues, red flags and what really matters for your client’s case.
Presented by Sam Bassett, Director, Moore Markhams
Presenters
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Helen Tyree, Director, McWilliam Tyree
Helen became a Director of the McWilliam Tyree in Wellington in 2021, having previously been an Associate and then Senior Associate at McWilliam Rennie (predecessor of McWilliam Tyree) since 2014. She has been practicing all areas of family law since 2003, initially in Taranaki before moving to Wellington. Helen often acts in complex relationship property matters, including matters involving trusts, companies and economic disparity and maintenance claims. She also takes appointments from the Family Court to represent children in the Family Court, and also people who lack capacity in applications for welfare guardians and property managers pursuant to the Protection of Personal and Property Rights Act. Helen is a contributing author for the legal publication Westlaw, writing about relationship property agreements (separation agreements, contracting-out agreements, and setting aside those agreements). She also contributed significantly to McWilliam Rennie and McWilliam Tyree’s submissions to the Law Commission in relation to their reviews of relationship property, succession law and adult capacity law. She presents seminars for NZCLE and Legalwise on a range of family law matters, particularly relationship property and the Protection of Personal and Property Rights Act. Helen graduated from Otago University in 2000 with a Bachelor of Laws and from Brunel University of London in 2003 with a Master of Law in Child Law and Policy (with distinction).
Sam Bassett, Director, Moore Markhams
Sam is currently the National Chairman of the Moore Markhams group of Chartered Accounting firms in New Zealand. He is a Partner in Business Advisory Services in Auckland. He works with many small- medium sized law firms and barristers to assist them with profit improvement and succession strategy. In May 2019, 2022 and 2024 Sam successfully completed the Moore Alumni Leadership program at the Harvard Business School in Cambridge, Massachusetts, in the United States. Sam has completed the CAANZ Business Valuation specialisation course provided by Macquarie University and is a Business Valuation specialist. He I regularly provide specialist independent financial opinions regarding business valuation often assisting with Family Court disputes including business valuations and the calculation of post separation earnings and related calculations including claims pursuant to s15 of the Property (Relationships) Act 1976. Sam has been appointed directly by the Family Court to undertake valuation work and by the High Court to act as a professional Trustee or Executor for Trusts and Estates in recent years.
