Jeri Wambeek

A qualified accountant and former tax agent, Jeri Wambeek is the co-founder and Chief Solutions Architect of WAOConnect, an advisory firm specialising in helping product-based businesses with inventory management solutions and cloud integration. 

Inventory Management 

Melissa McGrath

Melissa McGrath is a Principal Lawyer within Coleman Greig’s Commercial Advice team. Melissa is a specialist Intellectual Property lawyer and Trade Mark Attorney with qualifications in both law and biochemistry and over 15 years’ experience.

Intellectual PropertyTaxation of IP 

Mike Reddy

Mike Reddy of NZTax.com.au, based in Sydney, is a New Zealand registered tax agent and Chartered Accountant. Mike assists individuals and small businesses throughout Australia with their New Zealand income tax, GST and corporate affairs.

Expand into New Zealand 

 

Tim Garth and Dan Osborne

Tim Garth and Dan Osborne are joint directors of CATS Accountants at the Central Coast of NSW with over ten years of experience supporting businesses. Being the hosts of the ‘Two Drunk Accountants’ podcast, they inspire and educate business owners and other accountants alike.

CATS AccountantsTwo Drunk Accountants  

 

Simon Bacon

Simon Bacon is a partner at Manby & Scott, a firm of specialist child support lawyers. With a Bachelor of Laws degree from the University of Melbourne, Simon has been a partner for 15 years and an admitted lawyer for 31 years.

Child Support Payments 

 

Bryce Figot

Bryce Figot of DBA Lawyers has worked in tax and superannuation over the past 20 years. A regular speaker at major industry events Bryce is a Specialist SMSF Advisor™ and Chartered Tax Adviser with a Master of Laws from the University of Melbourne’s Law School, where he is a Senior Fellow and subject coordinator of Taxation of Superannuation.

Property Development Within an SMSF 

 

Alan FitzGerald

Alan FitzGerald of PracticeConnections has been in specialist tax & accounting software for over 20 years and maintains a broad network of industry specialists locally and globally.

Tax Software 

James True

James True is a lawyer with LegalVision in Sydney and leads their employment law team covering all areas of employment across a broad range of industries. James also covers data and privacy including mandatory breach notification and obligations under the GDPR.

Intern or Employee 

Damien Lehmann

Damien Lehmann is a commercial and tax lawyer with Andreyev Lawyers in Sydney and Adelaide and has a refreshingly plain-spoken approach when it comes to discussing complicated tax or legal matters.

Company ConstitutionsDirector Penalty Notices 

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 has been recognised in a number of awards.

How Tax Law is Made Part IHow Tax Law is Made Part IIDiv 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 principal lawyer of Coleman Greig 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