Robyn Jacobson

Robyn Jacobson is the Senior Advocate at The Tax Institute. She is a Chartered Tax Adviser, Fellow of CA ANZ and CPA Australia, and Registered Tax Agent. Robyn regularly consults with the Treasury, ATO and professional bodies. Robyn was recognised as the Thought Leader of the Year in the Women In Finance Awards 2019 and Australian Accounting Awards 2020 and named in the global Top 50 Women in Accounting 2019.

How Tax Law is Made Part IHow Tax Law is Made Part II – Div 7A Dividends 

Kathy Evans

Kathy Evans is a partner at Findex in Albury and leads their specialist superannuation division. A popular speaker at SMSF conferences, Kathy is a SMSF Specialist Advisor focused on helping individuals and businesses meet their needs in the SMSF industry. 

LRBA Safe Harbour RulesWhy an SMSF  – Ask an SMSF Expert  

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 DebateProperty vs Shares – Medicare Levy – Cum-Ex ScandalInternational Tax Update – Federal COVID-19 Stimulus Package No. 1 – Property and Tax – COVID-19 Stimulus Bill – COVID-19 Stimulus Review 

Peter Bobbin

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. 

SIS Act NANIITAA 97 NANIITAA 97 NANE – Testamentary Trust Basics – Investing Super in Property – SMSF Corporate Trustees – SMSF Joint Property Acquisition – LRBA 

Gordon Mackenzie

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. 

Labor’s Proposed Tax and Super Changes – Death Benefits – SIS v Tax Dependants 

Mark Pizzacalla

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. 

Board of TaxationReview of Small Business Tax Concessions          

 

Daniel Butler

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.

SMSF SuccessionBinding Death Benefit Nominations      

Meg Heffron

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.

 When a Member DiesTRIS to Retirement Phase – Bring-Forward Rule

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 – Accountants’ Exemption

Edmund Tadros

Edmund Tadros leads The Australian Financial Review‘s coverage of the professional services sector with a focus on accounting and consulting firms. Based in AFR’s Sydney newsroom, Edmund has won a long list of journalism awards.

AFR Top 100 Accounting Firms 

Grant Abbott

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 MemberAppointorExcess Concessional ContributionsFamily Allowance Contract 

Geoff Stein

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.

Asset Protection – COVID-19 Contract LawBucket or Holding CompanyLand Tax  

 

Rand Fishkin

Rand Fishkin is the founder and previous CEO of Moz as well cofounder and CEO of SparkToro. Rand has dedicated his professional life to helping people do better marketing through his blogging, videos, speaking, and his book, Lost and Founder

SEO Basics  

Paul Mackenroth

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.

Elements of a Trust – Duties of Trustees – Set Up a Discretionary Trust – Revocable Trusts – Trust Structure – Family Trusts Elections – Taxation of Trusts Div 6 ITAA36 – Trust Income StreamingPre-CGT Company Assets After Death –  SMSF Trustee Discretion 

Michael Walpole

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.

Taxation of GoodwillEthics and TaxMaster of Taxation

 

Chris Evans

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.

Tax ReformTax Simplification 

Liam Shorte

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.

SMSF Investment StrategyInvesting 101 – Super COVID-19 Measures 

Emily Pritchard

Emily is the Legal & Client Services Director for Acis, Australia’s largest provider of business and investment structures and restructures for accounting firms. She leads Acis’ inhouse legal team whose role is to mitigate the risks faced by non-lawyers in the preparation of legal documents.

Trust Resettlement – Foreign Trust Surcharges – Common Trust Deed Issues – Share Buybacks – Removal of Automatic Removal