Aaron Dunn

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.

Future SMSF Practices 

King Tan

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.

The Life Cycle of a Tax Dispute – Risk Reviews & Tax Audits  Objections & Appeals 

Ashley Porter

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.

The Story of MclowdMclowd’s 2020 Vision

Georgina Xiradis

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.

Electronic Signatures

Miranda Brownlee

Miranda Brownlee is a media professional with four years of experience at Momentum Media, working as a journalist across various business to business publications including InvestorDaily, ifa, SMSF Adviser and nestegg.com.au.

SMSF Adviser May 2018 Update   

Jeffrey Atizado & Clinton Cowin

Clinton Cowin and Jeffrey Atizado are both cloud integrators and co-founders of TradiePad and SMB Consultants respectively as well as their joint initiative Cloud Integration Partners. Both are popular speakers at numerous industry events and in podcast interviews.

Insights of Cloud IntegratorsApp EcosystemApp Integration 

Patrick Huang

Patrick Huang is part of Coleman Greig 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.

Improving the Small Business CGT Concessions EDLegal Issues When Buying or Selling a BusinessEarnout ArrangementsChild Maintenance Trust Questions 

 

Zile Yu

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.

Innovation in the Legal Industry

 

 

Heather Smith

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.

Accounting AppsWriting Xero for DummiesTelling Cloud Stories 

Steven Fine

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.

How To Sell My Accounting PracticeTop 10 Mistakes When Selling an Accounting PracticeHow To Buy an Accounting PracticeHow to Exit

Mark Holton

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.  

Business Advisory 

Craig McBride

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.

NSW Workers Compensation 

Matthew Taylor

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.

How to Choose a Buyer – DIY Sale of Accounting Practices – How to Sell Your Practice 

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

Mark Sinclair

Dr. Mark Sinclair founded Mentor Education in 2003, which delivers a wide range of ASIC registered industry RG 146 specialist courses as well as other qualifications. Mark’s career spans financial services, corporate advisory (AT Kearney and KPMG) and lecturing (RMIT University).

RG 146