Ian Taylor

Ian Taylor

Ian Taylor is Chair of the Tax Practitioners Board, appointed in January 2013. Ian worked with KPMG as a tax partner in Melbourne for 21 years, and was a Senior Lecturer at Swinburne University in Melbourne. Ian is a registered tax agent with over 40 years of experience, and a Fellow of CPA Australia and CA ANZ.

Role and Structure of the TPB – Registration as a Tax Practitioner – Code of Conduct – CPE 

Bradley Beer

Bradley Beer

Bradley Beer is a qualified Quantity Surveyor and the CEO of BMT Tax Depreciation. Having joined BMT in 1998, Bradley became a Director in 2002, Managing Director in 2012 and CEO in 2015. Bradley is a highly sought after speaker at national property events and conferences and a regular guest host on Sky News Real Estate ‘Your Property Empire’

Property Depreciation

 

Christine Ecob

Christine Ecob

Christine Ecob is an intellectual property and technology lawyer at Johnson Winter & Slattery (JWS) advising and representing clients in complex intellectual property issues and disputes. Some disputes for multinational corporations have taken Christine all the way to the Federal Court and High Court of Australia.

Electronic Signatures

 

paul baker

Paul Baker

Paul Baker is the founder and managing principal of Meridian Lawyers and a leading health and insurance lawyer. Paul has acted for a wide range of local and overseas insurers and underwriters.

Innovation in the Legal Industry

Kevin Bungard

Kevin Bungard

Kevin Bungard is the CEO of Class. A highly regarded industry expert in cloud technology systems, Kevin has over 30 years of experience developing software solutions and applying technology in the Australian financial services and superannuation administration industries.

How Data Feeds Work – The Story of Class – Class SMSF Benchmark Report

Bob Deutsch

Bob Deutsch

Bob Deutsch is the Senior Tax Counsel at The Tax Institute  and taught tax over two decades at the UNSW as Professor in Taxation. A former Deputy President of the AAT, Bob is an ongoing contributor to the Thomson Reuters Australian Tax Handbook and a sought-after voice in the industry.

The Great Debate

 

Ron Lesh

Ron Lesh

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.

Events Based Reporting TurnaroundThe Story of BGL

Scott Treatt

Scott Treatt

Scott Treatt is a partner at Pitcher Partners in Sydney. A tax specialist advising corporate groups and SME clients since 1997, Scott is a key advisor on major domestic and international restructures and transactions as well as tax issues within financial models and provisions. 

Debt or Equity  

 

Tom Sargent

Tom Sargent

Tom Sargent is the Feeds Operations Manager at Class, driving innovation and growth in the delivery of data feeds, supporting Class’ technology leadership in this area. Tom has over 30 years of end-to-end experience in the finance industry including retail banking, funds management operations, wrap platforms and B2B data integration.

How Data Feeds Work

Peter Adams

Peter Adams

Peter Adams is the principal of Augmentors in Sydney and a captivating public speaker. Having held senior tax positions with KPMG, PWC, BNP-Paribas and Chase Manhattan, Peter regularly talks at professional association events about current tax issues.

Div 7a LoansDiv 7a PaymentsDiv 7a Debt Forgiveness

Ben Sewell

Ben Sewell

Ben Sewell of Sewell & Kettle is an expert in commercial litigation, insolvency law and personal property securities law. A lot of his work involves offshore tax havens.  Since 2003 Ben has represented a range of clients as an advocate in the NSW, Victorian, Queensland and Federal Courts and has acted on both sides in offshore entity disputes.

The Panama PapersCommon Reporting StandardsOffshore Tax Havens

Clint Harding

Clint Harding

Clint Harding leads the taxation practice at Arnold Bloch Leibler in Sydney and focuses on corporate and international tax as well as taxation of financial instruments and transactions. Clint is the author of numerous tax articles, a regular presenter and a committee member at The Tax Institute and the Law Council of Australia. 

Australia’s Tax Residency Rules are Broken

 

King Tan

King Tan

King Tan is a senior associate at King & Wood Mallesons in Sydney. As a tax adviser and lawyer King is in a good position to help his clients through an ATO tax dispute – from voluntary disclosures, risk reviews and tax audits to tax debt management, objections and appeals.

The Life Cycle of a Tax Dispute – Risk Reviews & Tax Audits  Objections & Appeals

Georgina Xiradis

Georgina Xiradis

Georgina is an Associate at Johnson Winter & Slattery (JWS) and advises clients Australia wide on property and commercial contracting matters across many different sectors including agriculture and forestry, manufacturing and processing, transport and logistics, fashion retail and advertising and marketing.

Electronic Signatures

Miranda Brownlee

Miranda Brownlee

Miranda Brownlee is a media professional with four years of experience at Momentum Media, working as a journalist across various business to business publications including InvestorDaily, ifa, SMSF Adviser and nestegg.com.au.

SMSF Adviser May 2018 Update   

Patrick Huang

Patrick Huang

Patrick Huang is part of Argyle Lawyers in Sydney.  With experience in a wide range of tax and legal issues from global mobility and executive remuneration to employee share schemes, succession planning and commercial transactions, Patrick’s focus is on tax, estate planning and super strategies.

Improving the Small Business CGT Concessions EDLegal Issues When Buying or Selling a BusinessEarnout Arrangements

 

zile yu

Zile Yu

Zile Yu is the Head of Innovation and Special Projects at Meridian Lawyers. Zile combines his background as a leading property lawyer and his fervent belief, passion and experience as an innovator to revolutionise legal practice. He has presented on blockchain, smart contracts and artificial intelligence.

Innovation in the Legal Industry

 

 

Steven Fine

Steven Fine

Steven Fine is the head of Growth Focus, specialising in the sale and succession of financial services practices. After graduating from the University of Rochester in New York State followed later by an MBA from the Australian Graduate School of Management, Steven embarked on a long career in consulting and business broking, which led to the start of Growth Focus in 2010.

How To Sell My Accounting PracticeTop 10 Mistakes When Selling an Accounting PracticeHow To Buy an Accounting Practice

Daniel Mikhail

Daniel Mikhail

Daniel Mikhail has over a decade of experience in the financial planning industry. He is a Certified Financial Planner and understands the importance of long term relationships with his clients. After starting at Saccasan Bailey Partners and then moving on to Guild Financial Planning, Daniel joined Partners Wealth Group in 2013.

Personal Insurance Inside and Outside of Super – Pension Strategies Post July 2017SMSF Update

David Moss

David Moss

David Moss is the Accountants Services Director of Merit Wealth in Sydney and an expert in superannuation / SMSF legislation and strategies. Being able to explain expert knowledge in a straight forward way has made David a popular speaker and trainer in  the superannuation industry. 

From TRIS to an ABPPartial Commutations Require an AFSL 

 

Angelina Torrisi

Angelina Torrisi

Angelina Torrisi is the Director | Solicitor at Family Law Practice Australia.  Angelina lives and breathes family law and freely shares her expertise and knowledge. On Tax Talks she explains the legal side of divorce and relationship breakdowns.

Family Law

Jonathan Preston

Jonathan Preston worked in financial markets trading CFDs before moving into mortgage brokering with Home Loan Experts in Sydney.  Jonathan is also the founder and host of two podcast series being “The SMS Podcast” and “The Australian Property Podcast“.

Insights of a Mortgage BrokerWhat is a CFD

Ben Symons

Ben Symons

Ben Symons is a barrister in Sydney. Among other cases, Ben has acted for the respondents at the Federal Court in Todd Stephen McGrouther [2015], Seymour [2015] as well as the Full Federal Court in Macoun [2014].  On Tax Talks Ben shares his knowledge and expertise discussing the role of superannuation and testamentary trusts in estate planning.

Estate Planning

Claire Thornett

Claire Thornett

Claire Thornett is a member of the Specialist Tax Advisory team at WLF Accounting & Advisory in Hobart. Claire’s expertise includes specialist taxation advice for not-for-profits, charities and cooperatives; tax effect accounting; preparation and review of income tax and fringe benefits tax returns for a range of entities.

Fringe Benefit Tax – Meal Entertainment Fringe Benefits – Car Parking Fringe Benefits

Andrew Fricot Ankur Dhar

Andrew Fricot and Ankur Dhar

Andrew and Ankur are Customer Account Advisors at Revenue NSW. Having joined Revenue NSW in 2004 and 2005 respectively, Andrew and Ankur specialise in payroll tax as well as Small Business Grants and the Jobs Action Plan Rebate. 

Payroll Tax Contractor Provisions – Payroll Tax Grouping Provisions Payroll Tax – NSW Payroll Tax Exemptions And Rebates

Jane Bruno

Jane Bruno

Jane Bruno has been helping American expatriates with their US tax obligations for well over 30 years through Bruno American Tax Services.  Having worked at the IRS in Germany and lived in South Africa and Nigeria, Jane is still working in her chosen speciality of providing tax advice to US communities all over the world.  Jane has written a book as well as numerous articles and blog posts about US expatriate tax matters — all with the aim of helping American expatriates with their US tax returns.

US Tax Living in AustraliaUS Nonresident Alien Spouse

Kevin O'Hara

Kevin O’Hara

Kevin O’Hara is co-founder and CEO of Techwitty as well as CIO and Technology Investment Portfolio Manager of Tulla Private Equity Group. An advisor to The Crypto Company, Kevin sits on a range of philanthropic and strategic global advisory boards. 

R & D Tax Incentive

Chloe Ward

Chloe Ward

Chloe Ward is the Associate Director of Intello and an SMSF Specialist Adviser with the SMSF Association. Based at the Gold Coast Chloe is passionate about helping others to work through the many changes the SMSF industry is currently facing. 

Why Not To Offshore SMSF WorkSMSF Events Based ReportingSMSF Estate Planning Post July 2017

Robert Campbell

Robert Campbell

Robert Campbell has worked in senior roles at Ernst & Young, Grant Thornton and Pitcher Partners. Established in 2012, Robert is the principal partner at McLeod Campbell & Associates. Robert is a Chartered Accountant, a Chartered Tax Adviser and a lecturer for The Tax Institute in Sydney. 

Tax Residency of Individuals and Companies – The Story behind the Bywater Case – Commercial Debt Forgiveness

Manoj

Manoj Abichandani

Manoj Abichandani has worked in the SMSF industry for over three decades in various roles ranging from tax agent and accountant over SMSF auditor and IT entrepreneur to consulting other accountants. Manoj is the SMSF Technical Director at www.trustdeed.com.au but also runs Online SMSF Auditor and a range of other online ventures.

Online SMSF Auditing SoftwareOnline Legal Documents – Sole Purpose Test

Mike O'Hagan

Mike O’Hagan

Mike O’Hagain started MiniMovers with $200 and a ute and grew it to an annual turnover of $23m with 320 employees. One crucial step in the success of MiniMovers and Mike’s other ventures was building up a large team in the Philippines. 

Mike shares his knowledge and experience of offshoring to the Philippines on regular tours through Manila and Clark with mikesbusinesstours.com.

Offshoring to the Philippines