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.
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.
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.
Daniel Mikhail has over a decade of experience in the financial planning industry. He is a Certified Financial Planner and understands the importance of long term relationships with his clients. After starting at Saccasan Bailey Partners and then moving on to Guild Financial Planning, Daniel joined Partners Wealth Group in 2013.
David Moss is the Accountants Services Director of Merit Wealth in Sydney and an expert in superannuation / SMSF legislation and strategies. Being able to explain expert knowledge in a straight forward way has made David a popular speaker and trainer in the superannuation industry.
Jonathan Preston worked in financial markets trading CFDs before moving into mortgage brokering with Home Loan Experts in Sydney. Jonathan is also the founder and host of two podcast series being “The SMS Podcast” and “The Australian Property Podcast“.
Ben Symons is a barrister in Sydney. Among other cases, Ben has acted for the respondents at the Federal Court in Todd Stephen McGrouther , Seymour  as well as the Full Federal Court in Macoun . On Tax Talks Ben shares his knowledge and expertise discussing the role of superannuation and testamentary trusts in estate planning.
Claire Thornett is a member of the Specialist Tax Advisory team at WLF Accounting & Advisory in Hobart. Claire’s expertise includes specialist taxation advice for not-for-profits, charities and cooperatives; tax effect accounting; preparation and review of income tax and fringe benefits tax returns for a range of entities.
Andrew Fricot and Ankur Dhar
Andrew and Ankur are Customer Account Advisors at Revenue NSW. Having joined Revenue NSW in 2004 and 2005 respectively, Andrew and Ankur specialise in payroll tax as well as Small Business Grants and the Jobs Action Plan Rebate.
Jane Bruno has been helping American expatriates with their US tax obligations for well over 30 years through Bruno American Tax Services. Having worked at the IRS in Germany and lived in South Africa and Nigeria, Jane is still working in her chosen speciality of providing tax advice to US communities all over the world. Jane has written a book as well as numerous articles and blog posts about US expatriate tax matters — all with the aim of helping American expatriates with their US tax returns.
Chloe Ward is the Associate Director of Intello and an SMSF Specialist Adviser with the SMSF Association. Based at the Gold Coast Chloe is passionate about helping others to work through the many changes the SMSF industry is currently facing.
Robert Campbell has worked in senior roles at Ernst & Young, Grant Thornton and Pitcher Partners. Established in 2012, Robert is the principal partner at McLeod Campbell & Associates. Robert is a Chartered Accountant, a Chartered Tax Adviser and a lecturer for The Tax Institute in Sydney.
Manoj Abichandani has worked in the SMSF industry for over three decades in various roles ranging from tax agent and accountant over SMSF auditor and IT entrepreneur to consulting other accountants. Manoj is the SMSF Technical Director at www.trustdeed.com.au but also runs Online SMSF Auditor and a range of other online ventures.
Mike O’Hagain started MiniMovers with $200 and a ute and grew it to an annual turnover of $23m with 320 employees. One crucial step in the success of MiniMovers and Mike’s other ventures was building up a large team in the Philippines.
Mike shares his knowledge and experience of offshoring to the Philippines on regular tours through Manila and Clark with mikesbusinesstours.com.