David Lewis

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. 

Internet Connection 

Michael McCarthy

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.

Deceased EstateLife and Remainder Interests             

Stuart Smith

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. 

Government Grants

David Moss

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. 

From TRIS to an ABPPartial Commutations Require an AFSL 

 

Angelina Torrisi

Angelina Torrisi is the Director | Solicitor at Family Law Practice Australia.  Angelina lives and breathes family law and freely shares her expertise and knowledge. On Tax Talks she explains the legal side of divorce and relationship breakdowns.

Family Law

Jonathan Preston

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“.

Insights of a Mortgage BrokerWhat is a CFD

Ben Symons

Ben Symons is a barrister in Sydney. Among other cases, Ben has acted for the respondents at the Federal Court in Todd Stephen McGrouther [2015], Seymour [2015] as well as the Full Federal Court in Macoun [2014].  On Tax Talks Ben shares his knowledge and expertise discussing the role of superannuation and testamentary trusts in estate planning.

Estate Planning

Claire Thornett

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.

Fringe Benefit Tax – Meal Entertainment Fringe Benefits – Car Parking Fringe Benefits

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. 

Payroll Tax Contractor Provisions – Payroll Tax Grouping Provisions Payroll Tax – NSW Payroll Tax Exemptions And Rebates

Jane Bruno

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.

US Tax Living in AustraliaUS Nonresident Alien Spouse

Kevin O’Hara

Kevin O’Hara is co-founder and CEO of Techwitty as well as CIO and Technology Investment Portfolio Manager of Tulla Private Equity Group. An advisor to The Crypto Company, Kevin sits on a range of philanthropic and strategic global advisory boards. 

R & D Tax Incentive

Chloe Ward

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. 

Why Not To Offshore SMSF WorkSMSF Events Based ReportingSMSF Estate Planning Post July 2017

Robert Campbell

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. 

Tax Residency of Individuals and Companies – The Story behind the Bywater Case – Commercial Debt Forgiveness

Manoj Abichandani

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.

Online SMSF Auditing SoftwareOnline Legal Documents – Sole Purpose Test

Mike O’Hagan

Mike O’Hagan 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.

Offshoring to the Philippines