Daniel Butler

Daniel Butler is one of Australia’s leading SMSF lawyers and is a director of DBA Lawyers in Melbourne. Having worked in tax and superannuation for more than 30 years, Daniel is a Specialist SMSF Advisor, Chartered Tax Adviser with an MBA from the University of Melbourne and he presents on taxation of superannuation funds at Melbourne University in its Master of Laws program. A member of committees at the ATO, The Tax Institute, Law Institute of Victoria and CA ANZ, Daniel presents and publishes extensively.

SMSF SuccessionBinding Death Benefit Nominations      

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          

 

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              

 

Simon Dorevitch

Simon Dorevitch is a Chartered Accountant and Chartered Tax Adviser with a Masters of Applied Taxation. After a decade in mid-tier and boutique firms, Simon is now a Manager at A & A Tax Legal Consulting  and spends most of his time guiding clients through complex corporate and international tax issues. 

Changes to the R & D Tax IncentiveEarly Stage Innovation CompaniesBase Erosion and Profit ShiftingMultilateral InstrumentImplementation of the MLI         

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 Streaming                                    

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

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                                

 

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

 

Jeff Zulman

Jeff Zulman is a pioneer of specialist cashflow lending in Australia. After reading law in Oxford and working for Goldman Sachs in London, Jeff turned serial entrepreneur, investing and exiting several successful ventures in Australia. In 2011 Jeff founded Trailblazer Finance with now almost $10 billion in underlying assets funding its loan portfolio –  so far without a single default.

How To Finance Business Growth

Aaron Walters

Aaron Walters is a Hearing Officer for Trade Marks at IP Australia, appointed in November 2017. Before commencing as a Hearing Officer, Aaron spent 5 years working as a Trade Marks Examiner and Coach for trainee examiners. Aaron’s background in law and career at IP Australia has seen him acquire a detailed understanding of trade mark matters relating to examination and disputes.

Trademarks 

Adrian Bailey

Adrian Bailey is a Principal of Cleary Hoare in Sydney and Perth. A Chartered Tax Adviser with a Master of Taxation, Adrian has worked in various committees and working groups of The Tax Institute and Board of Taxation. Adrian particularly enjoys optimising a client’s structure for business, estate and succession planning purposes.

New Basic Conditions When Selling Shares or UnitsSmall Business CGT ConcessionsCGT Rollovers When Restructuring

Ian Taylor

Ian Taylor is Chair of the Tax Practitioners Board, appointed in January 2013. Ian was a tax partner with KPMG in Melbourne for 21 years, as well as 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. 

Register as a Tax PractitionerTax Practitioners BoardCode of Professional ConductCPE 

John Saunders

As part of the The Pittwater PartnershipJohn Saunders provides financial and specialist advice around residential care options from retirement villages over home care to residential aged care. John is a certified Financial Planner and fellow of FINSIA.

Aged Living – Financing Aged Living               

 

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

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 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

 

Jim Hennington

Jim Hennington is the CEO and founder of the Accountants Scaled Advice Platform (A.S.A.P) with a successful track record of building financial software solutions.  Jim is a Fellow of the Australian Institute of Actuaries having held a long list of senior roles in software development projects for HSBC, Challenger Life, Scottish Widows and Accurium. 

Digital Financial Advice

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 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 WorkThe Story of ClassClass SMSF Benchmark Report December 2017Class SMSF Benchmark Report June 2018 – SMSF Performance

Michael McCarthy

Michael has over 30 years of experience as a registered Tax Practitioner and extensive knowledge of a wide array of tax issues. As the Senior Tax Specialist at Tax & Super Australia, Michael assists in answering tricky tax questions through the Tax & Super Helpline for members.

Deceased EstateLife and Remainder Interests