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.
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.
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.
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.
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.