Jonathan Ortner

Jonathan Ortner, FTI, is a partner in Arnold Bloch Leibler’s taxation group, specializing in direct and indirect tax, particularly in trust taxation, corporate income tax, and mergers and acquisitions. Leveraging his technical expertise, Jonathan collaborates with clients to achieve practical, commercial outcomes. He serves as Chair of the Tax Institute’s SME Committee, is a former member of the GST Committee, and co-chairs the ATO’s Private Group Stewardship Group.

FTE QuestionsTest Individual in a Family Trust Election 

Astrid Rivalland and Helen Young

Astrid  Rivalland is a Practice Leader in LegalVision’s Corporate and Commercial team. She specialises in providing general commercial and regulatory advice to in-house legal teams concerning commercial agreements. Astrid has particular experience in commercial contracts, health and NDIS law. She is also strongly interested in the NDIS and advises providers and participants.

Helen Young is LegalVision’s Tax Practice Leader. She has expertise in tax-effective structures for corporations, start-ups, SMEs, and individuals with high net wealth. She focuses on asset protection, estate planning, employee share plans, international expansion and structures, capital gains tax concessions and rollovers, R&D and ESIC concessions and business-related tax issues.

NDIS Registration Part 1NDIS Registration Part 2 

 

Darren Fittler

Darren Fittler of Gilbert and Tobin in Sydney is the lead partner in Gilbert + Tobin’s Charities + Social Sector group. In 2014 he received the Human Rights Commission Law Award for his commitment to charitable organisations. Darren is also a volunteer director of Vision Australia and has contributed to international disability rights conventions at the United Nations.

How to Structure a CharityPAF v PuAFCharitable Sub-fund Arrangements   

Warren Renden

Warren Renden of BGL Corporate Solutions is currently the Head of Product for CAS360. He contributed to key projects such as CAS, BGL Query, BGL Connect, and Portal by BGL and introduced significant improvements to the development and release processes. 

ID Verification

Rajan Verma

Rajan Verma of Velocity Legal in Melbourne specializes in advising SMEs and privately owned businesses on the taxation of complex business restructures, property developments, and international and State-based taxation issues. Rajan has led complex corporate restructures and excels in managing tax disputes with the ATO and the State revenue offices.

Employee Share Plans (ESP)  Employee Share Option Plans

 

Neil Brydges

Neil Brydges of Sladen Legal in Melbourne is a business lawyer focusing on taxation advice, audits and disputes. A Chartered Tax Advisor with The Tax Institute and accredited as a specialist in taxation law with the Law Institute of Victoria, Neil has been named one of Australia’s “Best Lawyers of the Year” since 2019 in the practice of tax law and has been recognised in Doyles Guide as a recommended tax lawyer since 2021.

PSI in TR 2022/3 – Step 1 to 4,PSI in TR 2022/3 – Step 1 to 4 

Jamie Johns

Jamie Johns is the CEO and Founder of Sky Accountants, which comprises four offices and a team of 45 professionals. Sky Wealth, the financial planning division, and Sky Mortgages, the finance division, are also under Jamie’s purview, with the responsibility to oversee these divisions and ensure that clients receive the best service levels and advice.

How Sky Accountants Grew to 5m 

 

 

Rachel Harris

Rachel Harris is an accountant, the co-founder of a fast-growing accounting firm in the UK –  StriveX – and the content creator of Accountant She on social media.

How StriveX Grew from 50k to 1m in 3.5 YearsHow Social Media Helped StriveX to GrowHow Staff Benefits Helped StriveX to Grow

Nathan Reiche

Nathan Reiche has over 15 years in digital marketing and is the CEO and Founder of Content Chemistry, which helps startups and SME to build automated sales and marketing engines to drive business growth.

CRMs for Accountants    

 

Ron Jorgensen

Ron Jorgensen is a partner of Thomson Geer Lawyers in Melbourne and an accredited tax specialist who specialises in trusts and trusts disputes, succession and asset protection, business and investment structuring, and tax-sensitive commercial and property transactions.

 

Trust Loss Questions

Patrick Ellwood

Patrick Ellwood is the Director of Clover Law in Brisbane and a lawyer with over a decade of experience assisting high-net-worth individuals and family business owners with their tax, estate planning and asset protection needs. On Tax Talks Patrick shares helpful insights into Child Maintenance Trust.

CMT Excepted IncomeChild Maintenance Trust IncomeTR 98/4 Child Maintenance Trust ArrangementsTR 98/4 Situations 4 and 5 

Jennifer Lauchlan and Marcus Hannah

Jennifer Lauchlan and Marcus Hannah both support Docusign’s Asia Pacific operations. Jennifer Lauchlan, an investment manager by trade, leads DocuSign’s efforts to support the banking industry. On the other hand, Marcus Hannah, a commercial lawyer specialising in Technology and Privacy Law, advises on technology matters.

The System of AgreementLegislative Framework of Electronic SignaturesElectronic Signature Questions 

Benedicte Olrik

Benedicte Olrik, Andersen Australia‘s Managing Director of Transfer Pricing, is a highly experienced member of Andersen Global’s Transfer Pricing leadership team, with expertise in all aspects of Transfer Pricing including APAs, TP compliance, planning, and policy, as well as DEMPE royalty analysis.

Transfer PricingSimplified Transfer Pricing Record Keeping    

David Fitzgerald

David  Fitzgerald is the CEO and Executive Director of Taxopedia and Factor1. In a pipeline walk-through on Tax Talks David shares helpful insights about the tech stack used at Taxopedia.

Pipeline Walk Through with Taxopedia

Roger Knecht

Roger Knecht has been the president of Universal Accounting since 1979, providing training, certifications, coaching, and support to over 40,000 accounting professionals. He is also the co-author of two books: Red to BLACK and In the BLACK.

Nothing Happens Until There is a SaleIn the Black MarketingIn the Black ProductionIn the Black Accounting     

Adam Ahmed

Adam Ahmed of Adam Ahmed & Co is a solicitor, chartered accountant, and published author for Thomson Reuters. Previously with Allens Linklaters and KPMG, Adam specialises in tax and contract law and acts for clients in the Federal Court and AAT.

Late Payment of Super – Bitcoin is Not a CurrencySmall Business Litigation Funding 

Reza Hooda

Reza Hooda is an accountant with his own practice in Eastleigh, Hampshire UK, and also – more importantly –  a well-known coach and mentor for accountants as well as host of the popular podcast “Transform Your Profits”.

You can connect with him on Linkedin where he shares regular content aimed at helping accountants build more profitable, successful and impactful accounting firms. 

Repricing4P Framework   

Ben Miller

Ben Miller CA SSA is a senior editor at Wolters Kluwer with a focus on Australian tax, superannuation, and accounting content. Ben is the lead editor for CCH iQ, which is part of the award-winning CCH iKnow platform. CCH iQ helps Australian accountants and tax agents to keep abreast of pending and new Federal and State legislation. 

Safe Harbour for Non-Commercial Business LossesNon-Commercial Loss Provisions for Partnerships   

Kevin Zhang

Kevin Zhang is the Technical Compliance Manager at Class Super in Sydney with over 20 years of experience in the SMSF industry. A registered tax agent, Chartered Accountant, and SMSF Association Specialist Adviser, Kevin is the technical escalation point for both internal staff and external clients on tax, compliance, and superannuation issues and often represents Class in key consultations with the ATO.

Class SMSF Benchmark Report August 2022   

Charitha Wasala

Charitha Wasala is the founder and director of Growth Prof, a fast growing full service practice in North Sydney. Charitha is a CPA and Chartered Tax Adviser as well as a registered tax agent with an ASIC registered financial adviser licence.

Direct Offshore Team