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.

Avoid Foreign Trust StatusCommon Trust Deed Issues – Share Buybacks 

Ben Thompson

Ben Thompson is the founder and CEO of Employment Hero. An employment lawyer by trade, Ben has founded a range of successful companies. He enjoys mentoring younger entrepreneurs and is a sought after presenter.

COVID-19 Employment Law 

 

Nathan Watt

Nathan Watt is the co-founder of fast-growing accounting and business advice firm Watson & Watt in Newstead, Queensland. On Tax Talks Nathan generously shares his insights and experiences about running his firm.

Lead Funnel for AccountantsThe Cost of Marketing 

Aly Garrett

Aly Garrett is the founder and director of All In Advisory in Adelaide. Recipient of many awards, Aly has over 25 years of experience in accounting and tax as well as cloud integrations, specialising in the hospitality and tourism industry.

Find a Niche and They Will ComeTech Stack  

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)  

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 

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 

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

 

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 ExecutionConverting Conversations into Clients – Content Marketing – Content and How to Deliver ItMarketing HacksHow To Design a Website  

Nick Sinclair

Nick Sinclair is the chairman of TOA Global, one of the fastest growing accounting outsourcing companies worldwide. Nick is a popular conference speaker and has featured in many interviews.

Insights of an Offshoring Provider  – How To Run an Offshore Team 

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 

Scott McKenzie

Scott McKenzie is a commercial lawyer and director of Velocity Legal. The lease contract is often the biggest financial and legal commitment for a business, so a large part of Scott’s focus is on guiding business owners through commercial lease negotiations.

Commercial Tenancies Code

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 

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

Tim Hoopmann

Tim Hoopmann is the principal of Spinn Business Solutions in Sydney. With a passion for helping small business use technology as a key enabler to increase productivity and decrease costs, he advises small business on business planning, cloud technology, sales, marketing and operations management. Tim is also a volunteer speaker for beyondblue.

Process AutomationEngagement LettersPayment Gateways – Mental Health 

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  

 

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 

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 

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