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
Helen Tyree, Director, McWilliam TyreeHelen is a Director of McWilliam Tyree Lawyers, having been an Associate and then Senior Associate at McWilliam Rennie (predecessor of McWilliam Tyree) since 2014. Helen has practiced all areas of family law since 2003. As well as acting for clients in all areas of family law, Helen has undertaken regular appointments as lawyer for child and as lawyer for subject persons under the Protection of Personal and Property Rights Act since 2008. Helen is also a contributing author for the legal publication “Brookers Family Law on Family Property”, writing about relationship property agreements (separation agreements, contracting-out agreements, and setting aside those agreements). She also contributed significantly to McWilliam Rennie’s submissions to the Law Commission in relation to their review of relationship property and then succession law. She has presented seminars for Legalwise on a range of relationship property matters, relationship property law developments and on the Protection of Personal and Property Rights Act.
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.
