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 1 – Trust 101 Part 2

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 

Andrew Henshaw

Andrew Henshaw is a tax lawyer and leads Velocity Legal’s Sydney practice. A Fellow of The Tax Institute with a Masters of Law from the University of Melbourne, Andrew is passionate about getting wins for his clients in ATO disputes, solving difficult legal issues, and giving his clients clear guidance. Andrew is the author of ‘Life, Death and Taxes’. 

ATO DisputesDiv 7A Listener Questions – Div 7A Reform – Insights of a Tax Lawyer – Div 7A UPE 

 

 

Robyn Jacobson

Robyn Jacobson is a professional tax trainer with TaxBanter and a regular conference presenter. Host of the popular podcast Tax Yak, Robyn is a Fellow of both CA ANZ and CPA Australia, a CTA and a Registered Tax Agent. She chairs and sits on a wide range of tax committees and regularly consults with Treasury, the ATO and the professional bodies on technical issues.

How Tax Law is Made Part I – How Tax Law is Made Part II

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. In the early stages of his speaking career he used to be introduced as the ‘Tax Doctor of Death’. Peter can trace his super skills back to 1985 when not many were working in this area yet.

SIS Act NANIITAA 97 NANIITAA 97 NANE – Testamentary Trust Basics 

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          

 

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

 

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

Mark Holton

Mark Holton of  Smithink over 30 years’ experience as an accountant and tax agent and consults accountants in the implementation and delivery of business advisory services using structured systems and software. Mark is a regular and very entertaining speaker, trainer and facilitator at accounting events in Australia, New Zealand, Canada and the UK.  

Business Advisory 

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

Mark Sinclair

Dr. Mark Sinclair founded Mentor Education in 2003, which delivers a wide range of ASIC registered industry RG 146 specialist courses as well as other qualifications. Mark’s career spans financial services, corporate advisory (AT Kearney and KPMG) and lecturing (RMIT University).

RG 146 

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

 

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 

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

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

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