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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
David Lewis is the Chairman of Omnis Software Ltd in the UK as well as CEO of IT consulting and software distribution company, The DLA Group, in Sydney. An IT and IP lawyer by training and serial entrepreneur, David has built start ups in Australia, the USA, UK and Hong Kong and advised many more throughout the world.
Michael has over 30 years of experience as a registered Tax Practitioner and extensive knowledge of a wide array of tax issues. As the Senior Tax Specialist at Tax & Super Australia, Michael assists in answering tricky tax questions through the Tax & Super Helpline for members.
Stuart Smith of Vebiz is a grant specialist consulting on business commercialisation and government grants, especially the R&D Tax Incentive and Export Market Development Grant. With an Honours degree in Applied Science and 30 years of management experience, Stuart is well positioned to combine the scientific and technical aspects of his clients’ projects with a strong commercial focus.
Daniel Mikhail is a Certified Financial Planner and part of Partners Wealth Group in Sydney.
Personal Insurance Inside and Outside of Super – Pension Strategies Post July 2017 – SMSF Update – Life Insurance – TPD Insurance – Income Protection and Trauma – Wrap and Managed Accounts – Managed Funds
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.