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             

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

Miranda Brownlee

Miranda Brownlee is a media professional with four years of experience at Momentum Media, working as a journalist across various business to business publications including InvestorDaily, ifa, SMSF Adviser and nestegg.com.au.

SMSF Adviser May 2018 Update   

Jeffrey Atizado & Clinton Cowin

Clinton Cowin and Jeffrey Atizado are both cloud integrators and co-founders of TradiePad and SMB Consultants respectively as well as their joint initiative Cloud Integration Partners. Both are popular speakers at numerous industry events and in podcast interviews.

Insights of Cloud IntegratorsApp EcosystemApp Integration 

Patrick Huang

Patrick Huang is part of Argyle Lawyers in Sydney.  With experience in a wide range of tax and legal issues from global mobility and executive remuneration to employee share schemes, succession planning and commercial transactions, Patrick’s focus is on tax, estate planning and super strategies.

Improving the Small Business CGT Concessions EDLegal Issues When Buying or Selling a BusinessEarnout Arrangements

 

Zile Yu

Zile Yu is the Head of Innovation and Special Projects at Meridian Lawyers. Zile combines his background as a leading property lawyer and his fervent belief, passion and experience as an innovator to revolutionise legal practice. He has presented on blockchain, smart contracts and artificial intelligence.

Innovation in the Legal Industry

 

 

Heather Smith

Heather Smith is the author of ‘Xero for Dummies’, host of the Cloud Stories podcast and an accredited Xero trainer. A CA and management accountant with a deep understanding of using business apps to improve workflows and data driven decisions, Heather has run a Platinum Xero practice for close to two decades and is on the advisory board of several businesses.

Accounting AppsWriting Xero for DummiesTelling Cloud Stories 

Steven Fine

Steven Fine is the head of Growth Focus, specialising in the sale and succession of financial services practices. After graduating from the University of Rochester in New York State followed later by an MBA from the Australian Graduate School of Management, Steven embarked on a long career in consulting and business broking, which led to the start of Growth Focus in 2010.

How To Sell My Accounting PracticeTop 10 Mistakes When Selling an Accounting PracticeHow To Buy an Accounting PracticeHow to Exit

Robyn Jacobson

Robyn Jacobson is a professional tax trainer with TaxBanter and a regular conference presenter. Host of the popular podcast Tax Yak, Robyn is a Fellow of both CA ANZ and CPA Australia, a CTA and a Registered Tax Agent. She chairs and sits on a wide range of tax committees and regularly consults with Treasury, the ATO and the professional bodies on technical issues.

How Tax Law is Made Part IHow Tax Law is Made Part II 

Mark Holton

Mark Holton of  Smithink over 30 years’ experience as an accountant and tax agent and consults accountants in the implementation and delivery of business advisory services using structured systems and software. Mark is a regular and very entertaining speaker, trainer and facilitator at accounting events in Australia, New Zealand, Canada and the UK.  

Business Advisory 

Craig McBride

Craig McBride is the Manager of Premium Services at icare, the NSW government insurance provider. Having worked within the NSW Workers Compensation system since 1993, Craig reviews and supervises icare’s premium calculations including rating methodology, mine safety premium adjustment rates and dust disease levy rates.

NSW Workers Compensation 

Mark Sinclair

Dr. Mark Sinclair founded Mentor Education in 2003, which delivers a wide range of ASIC registered industry RG 146 specialist courses as well as other qualifications. Mark’s career spans financial services, corporate advisory (AT Kearney and KPMG) and lecturing (RMIT University).

RG 146 

Matthew Taylor

Matthew Taylor is a licensed business broker, assisting accounting and financial services firms around acquisitions and mergers as well as funding and valuations. With well over 100 exits under his belt, Matthew has a unique insight into Australia’s accounting and financial services market.

How to Choose a Buyer – DIY Sale of Accounting Practices – How to Sell Your Practice