Scott Treatt
Scott Treatt is a partner at Pitcher Partners in Sydney. A tax specialist advising corporate groups and SME clients since 1997, Scott is a key advisor on major domestic and international restructures and transactions as well as tax issues within financial models and provisions.
Cameron Lynch
Cameron Lynch is the founder of the Etani Business Platform. A Chartered Accountant by trade and experienced in analytics, big data and cloud implementation, Cameron is passionate about helping SMEs to harness the power of live data and Business Intelligence (BI) through a facilitated implementation of Microsoft Power BI.
Ian Taylor
Ian Taylor is Chair of the Tax Practitioners Board, appointed in January 2013. Ian was a tax partner with KPMG in Melbourne for 21 years, as well as a senior lecturer at Swinburne University in Melbourne. Ian is a registered tax agent with over 40 years of experience and a Fellow of CPA Australia and CA ANZ.
Register as a Tax Practitioner – Tax Practitioners Board – Code of Professional Conduct – CPE
Ian McLean
Ian McLean established Bush AgriBusiness in 2009, advising family owned cattle stations in Queensland and the Northern Territory. A Chartered Agriculturist with an MBA and based in Toowoomba, Ian is the co-author of the Australian Beef Report.
Opportunity Cost of Saving Tax
Paul Goldin
Paul Goldin is a solicitor and principal of Vectigal Legal in Melbourne with expertise in trust and international tax issues. With a global perspective, Paul assists private enterprise and high net worth clients as well as registered tax agents, accountants and financial advisors with complicated tax issues.
Amy Holdsworth & Ian Walker
Amy Holdsworth and Ian Walker run Clarity Street, a cloud integrator for accountants. Their aim is to make accounting practices more effective and profitable. While Amy comes from the practice management side, Ian is a CPA and both are Xero Certified Advisors.
Core Apps for Accountants – Peripheral Apps for Accountants – Accounting Expo Tours
Andrew Fricot
Andrew Fricot is the founder and director of Payroll Tax Solutions. Previously a key spokesperson and advisor around NSW payroll tax for Revenue NSW, Andrew has over 15 years experience working in the field of payroll tax and other state taxes, grants and rebates.
John Saunders
As part of the The Pittwater Partnership, John Saunders provides financial and specialist advice around residential care options from retirement villages over home care to residential aged care. John is a certified Financial Planner and fellow of FINSIA.
Aged Living – Financing Aged Living – Age Pension – Special Disability Trusts – Retirement Villages
Peter Adams
Peter Adams is the principal of Augmentors in Sydney and a captivating public speaker. Having held senior tax positions with KPMG, PWC, BNP-Paribas and Chase Manhattan, Peter regularly talks at professional association events about current tax issues.
Div 7a Loans – Div 7a Payments – Div 7a Debt Forgiveness – Div 7A Concept – Div 7A Fixes
Bradley Beer
Bradley Beer is a qualified Quantity Surveyor and the CEO of BMT Tax Depreciation. Having joined BMT in 1998, Bradley became a Director in 2002, Managing Director in 2012 and CEO in 2015. Bradley is a highly sought after speaker at national property events and conferences and a regular guest host on Sky News Real Estate ‘Your Property Empire’
Christine Ecob
Christine Ecob is an intellectual property and technology lawyer at Johnson Winter & Slattery (JWS) advising and representing clients in complex intellectual property issues and disputes. Some disputes for multinational corporations have taken Christine all the way to the Federal Court and High Court of Australia.
Jim Hennington
Jim Hennington is the CEO and founder of the Accountants Scaled Advice Platform (A.S.A.P) with a successful track record of building financial software solutions. Jim is a Fellow of the Australian Institute of Actuaries having held a long list of senior roles in software development projects for HSBC, Challenger Life, Scottish Widows and Accurium.
Paul Baker
Paul Baker is the founder and managing principal of Meridian Lawyers and a leading health and insurance lawyer. Paul has acted for a wide range of local and overseas insurers and underwriters.
Damien Gooden
Damien Gooden is the CEO of HR Central, giving Australian small and medium businesses HR specialist support combined with a SaaS based solution.
Employment Law Before COVID-19
Kevin Bungard
Kevin Bungard is the CEO of Class. A highly regarded industry expert in cloud technology systems, Kevin has over 30 years of experience developing software solutions and applying technology in the Australian financial services and superannuation administration industries.
How Data Feeds Work – The Story of Class – Class SMSF Benchmark Report December 2017 – Class SMSF Benchmark Report June 2018 – SMSF Performance
Simon Dorevitch
Simon Dorevitch is a CA, CTA and manager at A & A Tax Legal Consulting in Melbourne with a Masters of Applied Taxation.
Changes to the R & D Tax Incentive – Early Stage Innovation Companies – Base Erosion and Profit Shifting – Multilateral Instrument – Implementation of the MLI – Indirect Tax Zone – Export of Goods – Incoterms – Services Connected With ITZ – Export of Services – Taxable Importations – Low Value Imported Goods – Netflix Tax – Electronic Distribution Platforms – Foreign Investment Review Board
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.
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 Balance – Strategic 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.
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.
Segregation – Disregarded Small Fund Assets – Actuarial Certificates – How To Maximise ECPI