A leading SMSF author, commentator and presenter, Grant Abbott is the founder of Lightyear Docs and I love SMSF as well as the former co-founder and director of NowInfinity. Having played a major role in the SIS Bill 1993, Grant is the Chairman of the Australian SMSF Members Association and a popular presenter of cutting-edge SMSF strategies at industry conferences.
SMSF Leading Member – Appointor – Excess Concessional Contributions – Family Allowance Contract
Geoff Stein is a lawyer and partner of Brown Wright Stein Lawyers in Sydney. With over 20 years of experience in commercial and tax law, Geoff advises clients on tax, commercial, trust, estate planning and wealth management and goes beyond the obvious legal process, to provide clients with advice that benefits their entire business.
With over 30 years of experience, Alistair Marshall is the principal of Professional Services Business Development in Sydney. With a corporate business development background and responsibility for budgets in excess of A$100m, Alistair helps you attract new clients and win more business.
Liam Shorte is a principal of Verante Financial Planning in Castle Hill and Windsor as well as an SMSF Specialist Advisor™ and Financial Planner. Appointed to the Board of the SMSF Association in September 2018, Liam provides strategic advice on super, retirement and estate planning as well as investment and tax strategies. Liam is the author of the popular blog, The SMSF Coach.
Practice Management – Consolidation in the Accounting Industry – Insights of a Mentor – The Three Pillars of Growth – Team Structure – Ideal Team Structure – Marketing – How To Buy a Parcel of Fees – More About Buying Parcels of Fees – How To Find and Retain Great Staff – Why the Partnership Model Doesn’t Work – Pricing
Chris Hooper is the CEO of Accodex, a progressive network of accountants. A popular public speaker at Pecha Kucha, AIESEC, TEDx, GoldenKey and XeroCon, Chris has won the Achievement Award in the Young Business Leaders Program for 2013 and was ranked one of the top 30 Managers under 30 in 2015, going on to win state manager of the year.
Cameron Lynch is the founder of the Etani Business Platform. A Chartered Accountant by trade and experienced in analytics, big data and cloud implementation, Cameron is passionate about helping SMEs to harness the power of live data and Business Intelligence (BI) through a facilitated implementation of Microsoft Power BI.
Rani Gandha is a Partner at Turnbull Hill Lawyers in Newcastle, leading its property and business team with a focus on asset protection and structuring as well as large commercial or property transactions. In addition, Rani assists clients with the set up and administration of wills and estates.
Paul Goldin is a solicitor and principal of Vectigal Legal in Melbourne with expertise in trust and international tax issues. With a global perspective, Paul assists private enterprise and high net worth clients as well as registered tax agents, accountants and financial advisors with complicated tax issues.
Chris Evans is a Professor of Taxation at UNSW, an Extraordinary Professor at University of Pretoria as well as an International Research Fellow at Oxford and Exeter Universities. A former editor of Australian Tax Review and author of various tax publications, Chris has served on a number of governmental and professional body committees in Australia and overseas.
Andrew Henshaw is a tax lawyer and partner at Velocity Legal. Originally from Melbourne, Andrew leads Velocity Legal’s Sydney practice.
ATO Disputes – Div 7A Listener Questions – Div 7A Reform – Insights of a Tax Lawyer – Div 7A UPE – Shareholder Loan Write Off – The 2019 Harding Case – Small Business CGT Concessions for Big Business – Small Business CGT Concession Case Studies – SMSF Buys Property Jointly – Related Party LRBA – Tax Effective Structuring
Peter Bobbin is a solicitor and senior principal of Argyle Lawyers, focusing on tax advice, tax litigation and succession as well as superannuation, trust and estate planning.
Gordon Mackenzie is a lawyer, superannuation tax specialist and senior lecturer in the School of Taxation & Business Law at UNSW with extensive experience in corporate tax and superannuation. A former President of Taxpayers Australia and Deputy Chair of the IFSA Tax Committee, Gordon is now a Director at ICAA and CPA.
Daniel Butler is an SMSF lawyer, SMSF Advisor and CTA as well as director of DBA Lawyers in Melbourne. With over 30 years of experience in tax and superannuation, Daniel lectures at Melbourne University. A committee member at the ATO, The Tax Institute, CA ANZ and Law Institute of Victoria, Daniel presents and publishes extensively.
A partner at BDO in Melbourne and a member of The Tax Institute’s Victorian Technical Committee, Dr Mark Pizzacalla has been a member of the Board of Taxation since 1 January 2015. With a PhD about the taxation of SMEs in Australia, Mark is one of the few tax practitioners whose work has been cited in Australia’s Parliament.
Michael Walpole is a professor and the Head of School at the School of Taxation and Business Law in the UNSW Business School. He is an International Research Fellow at Oxford University and in 2012 was a Visiting Professor at the OECD. Michael is a frequent presenter and has authored many articles, chapters and books on taxation.
Ron Lesh is the managing director of BGL Corporate. Ron joined BGL in 1989 and since then has led BGL through an amazing journey of growth and transformation. BGL currently holds a large share of the SMSF administration software market.
Paul Mackenroth is a senior associate and trust lawyer at Cleary Hoare in Brisbane with a focus on trusts for asset protection and estate planning. A former detective with the Queensland Police, Paul is a popular presenter and public speaker at industry and client events.
Meg Heffron is a director of Heffron SMSF Solutions and a sought after voice around technical SMSF issues. An actuary by training and a former principal at Mercer, Meg has over 25 years of SMSF experience. A popular presenter and columnist, Meg is a recognised leader in the SMSF industry.