Damien Lehmann

Damien Lehmann is a commercial and tax lawyer with Lehmann Law Group  in Sydney and has a refreshingly plain-spoken approach when it comes to discussing complicated tax or legal matters.

Company Constitutions – Director Penalty Notices – When the ATO Calls – Building on Land You Don’t Own – Duplex Development – Resident Director – Registered Share Capital 

Robyn Jacobson

Robyn Jacobson is the Senior Advocate at The Tax Institute. She is a Chartered Tax Adviser, Fellow of CA ANZ and CPA Australia, and Registered Tax Agent. Robyn regularly consults with the Treasury, ATO and professional bodies. Robyn has been recognised in a number of awards.

How Tax Law is Made Part I – How Tax Law is Made Part II – Div 7A Dividends – Div 6E Income

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 Rules – Why an SMSF  – Ask an SMSF Expert  

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 Debate – Property vs Shares – Medicare Levy – Cum-Ex Scandal – International Tax Update – Federal COVID-19 Stimulus Package No. 1 – Property and Tax – COVID-19 Stimulus Bill – COVID-19 Stimulus Review 

Peter Bobbin

Peter Bobbin is a principal lawyer of Coleman Greig Lawyers, focusing on tax advice, tax litigation and succession as well as superannuation, trust and estate planning. 

SIS Act NANI – ITAA 97 NANI – ITAA 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 

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 Taxation – Review of Small Business Tax Concessions          

 

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 Succession – Binding 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 Dies – TRIS 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 Turnaround – The 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 Member – Appointor – Excess Concessional Contributions – Family 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 Law – Bucket or Holding Company – Land Tax  – How To Avoid s109T – Tax Deduct Your Home Loan – How To Save Stamp Duty – How to Save Land Tax – Company Capital – LRBA Timing – Vendor Finance Arrangements – Pre-CGT Shares and Company Assets – Structure Property Development – Losses Need an FTE – GST-Free Sale of Farm Land – Missing Trust Distributions 

 

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 Streaming – Pre-CGT Company Assets After Death –  SMSF Trustee Discretion – Family Provision Claims – Declaring a Dividend – Testamentary Trust Law Change – Testamentary 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 Goodwill – Ethics and Tax – Master of Taxation

 

Edward Chan

Ed Chan is non-executive chairman of Chan & Naylor and co-founder of WIZE Mentoring .

Practice Management – Consolidation in the Accounting Industry – Insights of a Mentor – The Three Pillars of Growth – Team Structure – Ideal Team Structure – Marketing – How To Buy a Parcel of Fees – More About Buying Parcels of Fees – How To Find and Retain Great Staff – Why the Partnership Model Doesn’t Work – Pricing  

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 Reform – Tax Simplification 

Andrew Henshaw

Andrew Henshaw is a tax lawyer and partner at Velocity Legal. 

ATO Disputes – Div 7A Listener Questions – Div 7A Reform – Insights of a Tax Lawyer – Div 7A UPE – Shareholder Loan Write Off – The 2019 Harding Case – Small Business CGT Concessions for Big Business – Small Business CGT Concession Case Studies – SMSF Buys Property Jointly – Related Party LRBA – Tax Effective Structuring – AirBnB Triggers CGT – Main Residence Exemption Upon Divorce or Death – Main Residence Exemption for Foreign Residents – Cash Boost – Cash Flow Boost – Jobkeeper Payments – Jobkeeper Rules – Jobkeeper Rulings – COVID-19 Restructuring – Jobkeeper Changes – Jobkeeper 2.1 – The Eichmann Case – Eichmann Decision – The Budget – In Connection With Your Retirement – Structure a Hobby Farm – 2021/22 Federal Budget – Work-related Self-Education Expenses – The History of PSI – PSI Rules – Tax Deduct Your Super Yacht – Tax Deducting Your Home Loan – Duplex Development Brainstorming – Div 7A Past Amendment Periods – CGT Event K6 – s100A ITAA36 – The Guardian Case – Blue Zone Arrangements – s100A Q & A – Amendment Periods – Distributable Surplus – Div 7A Loan Write – Off – The Carter Case – Disclaimer of Trust Income – Updated s100A TR and PCG – s100A B Blood and Guardian Case – Foreign Trusts – UPE To Company: The Bendel Case      

 

 

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 Strategy – Investing 101 – Super COVID-19 Measures