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  

 

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 – Age Pension 

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 ForgivenessDiv 7A ConceptDiv 7A Fixes  

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

Simon Dorevitch

Simon Dorevitch is a CA and CTA with a Masters of Applied Taxation. Manager at A & A Tax Legal Consulting in Melbourne, Simon guides 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 – Indirect Tax Zone – Export of Goods – Incoterms – Services Connected With ITZExport of Services         

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

John Peterson

John Peterson is a business adviser for small to medium accounting and tax practices. As the founding director of Best Practice John has a 20 year track record of helping accountants and advisers achieve rapid growth and succession planning.

Get the Foundations Right  – Four Quadrants of Success – A Fish Rots from the Head Down – Mission, Vision and Values – Succession and BalanceStrategic Objectives                                    

 

 

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             

Tom Sargent

Tom Sargent is the Feeds Operations Manager at Class, driving innovation and growth in the delivery of data feeds, supporting Class’ technology leadership in this area. Tom has over 30 years of end-to-end experience in the finance industry including retail banking, funds management operations, wrap platforms and B2B data integration.

How Data Feeds Work

Melanie Dunn

Melanie Dunn is the head of technical services at retirement specialists Accurium and a regular presenter at leading SMSF conferences. A Fellow of the Institute of Actuaries of Australia Melanie has over 10 years of superannuation experience and specialises in complex issues such as retirement modelling, pensions and segregation strategies.

SegregationDisregarded Small Fund AssetsActuarial CertificatesHow To Maximise ECPI

Stuart Smith

Stuart Smith of Vebiz is a grant specialist consulting on business commercialisation and government grants, especially the R&D Tax Incentive and Export Market Development Grant. With an Honours degree in Applied Science and 30 years of management experience, Stuart is well positioned to combine the scientific and technical aspects of his clients’ projects with a strong commercial focus. 

Government Grants

Ben Sewell

Ben Sewell of Sewell & Kettle is an expert in commercial litigation, insolvency law and personal property securities law. A lot of his work involves offshore tax havens.  Since 2003 Ben has represented a range of clients as an advocate in the NSW, Victorian, Queensland and Federal Courts and has acted on both sides in offshore entity disputes.

The Panama PapersCommon Reporting StandardsOffshore Tax HavensPhoenix Activity – New Safe Harbour for Directors             

Aaron Dunn

Aaron Dunn is the CEO and Co-Founder of Smarter SMSF, as well as a sought after presenter and tax practitioner. As a CPA and SMSF Specialist Adviser Aaron has worked within the SMSF sector for more than 20 years. In a previous life Aaron was a nationally ranked high jumper with a personal best of 2.14m.

Future SMSF Practices 

King Tan

King Tan is a senior associate at King & Wood Mallesons in Sydney. As a tax adviser and lawyer King is in a good position to help his clients through an ATO tax dispute – from voluntary disclosures, risk reviews and tax audits to tax debt management, objections and appeals.

The Life Cycle of a Tax Dispute – Risk Reviews & Tax Audits  Objections & Appeals

Ashley Porter

Ashley Porter is the founder and CEO of community-driven SMSF administration platform Mclowd. A former IP lawyer with an MBA from Melbourne Business School, Ashley’s career has been dominated by emerging technologies. Ashley worked for Sun Microsystems in Australia and the UK during the early days of the internet as well as Artists Technologies, before founding eHound, a successful location-based services company.

The Story of MclowdMclowd’s 2020 Vision

Georgina Xiradis

Georgina is an Associate at Johnson Winter & Slattery (JWS) and advises clients Australia wide on property and commercial contracting matters across many different sectors including agriculture and forestry, manufacturing and processing, transport and logistics, fashion retail and advertising and marketing.

Electronic Signatures