Melissa Donnelly

Melissa Donnelly is the face and head of Affinity Communications. A marketing expert by trade, she is a communications and content strategist with more than 25 years of experience..

Why Should I Engage With YouMarketing Strategy and Execution – Converting Conversations into Clients – Content Marketing – Content and How to Deliver It – Marketing Hacks – How to Design Your Website 

Seth Hertz

Seth Hertz is a Tax Director with Expat US Tax in Sydney and has worked in US and Australian tax since 1999. A former enrolled agent with the IRS, Seth is an expert when it comes to navigating the differences and fine nuances between US and Australian tax. 

US Tax For IndividualsUS v Australian Tax for IndividualsUS Individual Tax Return (Form 1040)  

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  

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 

 

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  

Alistair Marshall

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. 

How to Generate RevenueHow To Generate More Revenue 

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 

Chris Hooper

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.

Accounting AutomationApp LandscapeAccounting Futurist 

Cameron Lynch

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. 

Business Intelligence 

Rani Gandha

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.

Cancel a Property Contract in NSWSMSF Trustee ResponsibilitiesDeath of an SMSF Trustee 

Paul Goldin

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.

Trust 101 Part ITrust 101 Part II  

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 

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 

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      

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