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  

Amy Holdsworth & Ian Walker

Amy Holdsworth and Ian Walker run Clarity Street, a cloud integrator for accountants. Their aim is to make accounting practices more effective and profitable. While Amy comes from the practice management side, Ian is a CPA and both are Xero Certified Advisors.  

Core Apps for AccountantsPeripheral Apps for AccountantsAccounting Expo Tours 

Andrew Fricot

Andrew Fricot is the founder and director of Payroll Tax Solutions. Previously a key spokesperson and advisor around NSW payroll tax for Revenue NSW, Andrew has over 15 years experience working in the field of payroll tax and other state taxes, grants and rebates. 

COVID-19 Payroll Tax Relief 

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 PensionSpecial Disability TrustsRetirement Villages 

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

Damien Gooden

Damien Gooden is the CEO of HR Central, giving Australian small and medium businesses HR specialist support combined with a SaaS based solution. 

Employment Law Before COVID-19 

 

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

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                                    

 

 

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

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 COVID-19 Insolvency LawCOVID-19 Tenancy LawCOVID-19 Debt Hibernation             

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