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 

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 – COVID-19 Contract LawBucket or Holding CompanyLand Tax  – How To Avoid s109TTax Deduct Your Home LoanHow To Save Stamp DutyHow to Save Land TaxCompany Capital LRBA TimingVendor Finance ArrangementsPre-CGT Shares and Company Assets 

 

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  

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 StreamingPre-CGT Company Assets After Death –  SMSF Trustee DiscretionFamily Provision ClaimsDeclaring a DividendTestamentary Trust Law ChangeTestamentary Trust Questions 

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

 

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 

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 IssuesShare 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  

Angelique Faes

Angelique Faes is a Senior Practice Consultant at Class. She has been involved in the development of Class Trust. Her experience varied from working in a general accounting practice, to financial planning to working on SMSFs. 

Trust Reporting 

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